← All themes

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
SAM
Southernsun Asset Management
Tennessee
$23.3M -$1.99M 1 0.59% Reduced
577
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$23.2M -$3.39M 16 0.32% Reduced
578
HCM
Huber Capital Management
California
$23.1M -$8.59M 3 0.89% Reduced
579
Commerce Bank
Commerce Bank
Missouri
$23M -$1.19M 10 0.34% Reduced
580
Ariel Investments
Ariel Investments
Illinois
$22.9M +$8.66M 1 0.27% Increased
581
MPIA
Mountain Pacific Investment Advisers
Idaho
$22.9M +$370K 1 2.45% Increased
582
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$22.8M -$3.91M 1 0.22% Reduced
583
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$22.8M -$1.26M 5 0.72% Reduced
584
HCM
Herndon Capital Management
Georgia
$22.6M -$15.8M 2 2.99% Reduced
585
NRS
Neville Rodie & Shaw
New York
$22.6M +$1.3M 5 2.67% Increased
586
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$22.5M +$2.35M 9 0.33% Increased
587
IA
Icon Advisers
Colorado
$22.4M -$4.87M 7 1.52% Reduced
588
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$22.3M $0 2 0.26% Maintained
589
2L
22NW LP
Washington
$22.3M +$20.3M 7 13.35% New
590
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$22.2M -$4.02M 4 2.16% Reduced
591
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$22.1M -$253K 8 0.12% Reduced
592
IP
Interval Partners
New York
$22.1M -$6.57M 3 1.33% Reduced
593
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$22M -$245K 13 0.16% Reduced
594
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$22M -$62.9M 6 0.12% Reduced
595
GL
Governors Lane
New York
$22M +$6.67M 1 1.73% Increased
596
FBA
Front Barnett Associates
Illinois
$21.9M -$876K 2 4.22% Reduced
597
FCM
Flinton Capital Management
Pennsylvania
$21.8M +$20.1M 18 0.96% New
598
SR
Sloane Robinson
United Kingdom
$21.5M -$6.05M 1 16.84% Reduced
599
PC
Pier Capital
Connecticut
$21.3M +$1.79M 4 3.86% Increased
600
Amalgamated Bank
Amalgamated Bank
New York
$21.3M +$3.87M 25 0.96% Increased