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Infrastructure & Construction

Infrastructure covers the roads, bridges, ports, pipes, and public buildings everything else runs on, funded in long political cycles rather than by the market. Aggregates, cement, and engineering capacity are the usual constraints.

127 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
576
Braun Stacey Associates
Braun Stacey Associates
New York
$18.6M -$451K 1 1.17% Reduced
577
PTC
Philadelphia Trust Company
Pennsylvania
$18.5M -$5.6M 3 1.55% Reduced
578
Nomura Asset Management
Nomura Asset Management
Japan
$18.5M -$471K 10 0.36% Reduced
579
Bridgewater Associates
Bridgewater Associates
Connecticut
$18.5M -$10.6M 5 0.24% Reduced
580
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$18.5M -$425K 12 0.53% Reduced
581
EIM
Essex Investment Management
Massachusetts
$18.4M +$12.4M 9 2.88% Increased
582
DILH
Dai-ichi Life Holdings
Japan
$18.2M +$1.44M 6 0.57% Increased
583
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan
Michigan
$18.2M +$76.1K 31 1.35% Increased
584
Burney Company
Burney Company
Virginia
$18.2M -$1.97M 4 1.34% Reduced
585
Starboard Value
Starboard Value
New York
$18M -$13.5M 1 0.49% Reduced
586
NC
Northpointe Capital
Michigan
$17.9M $0 4 2.35% Maintained
587
WP
WMS Partners
Maryland
$17.9M +$1.74M 4 2.58% Increased
588
WPC
Waters Parkerson & Co
Louisiana
$17.9M +$233K 3 2.05% Increased
589
BOK Financial
BOK Financial
Oklahoma
$17.9M +$4.02M 12 0.65% Increased
590
Highbridge Capital Management
Highbridge Capital Management
New York
$17.8M -$13.5M 7 0.27% Reduced
591
OI
Oakbrook Investments
Illinois
$17.8M +$1.49M 7 1.14% Increased
592
SIP
Stoneridge Investment Partners
Pennsylvania
$17.8M +$4.55M 7 2.39% Increased
593
Meyer Handelman Company
Meyer Handelman Company
New York
$17.5M +$22.9K 3 0.83% Increased
594
TGA
Trilogy Global Advisors
Florida
$17.4M -$1.12M 1 0.45% Reduced
595
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$17.4M -$301K 5 0.35% Reduced
596
AG
Ashmore Group
United Kingdom
$17.4M -$509K 1 11.48% Reduced
597
BCM
Brown Capital Management
Maryland
$17.4M -$66.4K 2 0.27% Reduced
598
MPIA
Mountain Pacific Investment Advisers
Idaho
$17.2M +$5.91M 1 2.1% Increased
599
FBA
Front Barnett Associates
Illinois
$17.2M +$31K 2 3.43% Increased
600
PFC
Phocas Financial Corp
California
$17.2M +$8.99M 3 1.35% Increased