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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
ACM
Atlanta Capital Management
Georgia
$25.4M -$392K 1 0.11% Reduced
577
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$25.3M +$391K 31 0.45% Increased
578
PPCM
Pillar Pacific Capital Management
California
$25.2M -$257K 8 2.84% Reduced
579
SL
Summitry LLC
California
$25.1M +$254K 2 1.98% Increased
580
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$25.1M +$33.9K 8 1.62% Increased
581
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$25.1M -$749K 3 1.81% Reduced
582
WCM Investment Management
WCM Investment Management
California
$25M -$1.62M 4 0.15% Reduced
583
PEAK6 Investments
PEAK6 Investments
Illinois
$25M +$18.7M 18 0.16% Increased
584
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$24.8M -$1.26M 31 1.31% Reduced
585
Brookfield Public Securities Group
Brookfield Public Securities Group
New York
$24.8M +$23.6M 4 0.24% New
586
Nicholas Company
Nicholas Company
Wisconsin
$24.7M $0 3 0.56% Maintained
587
SAM
Sandbar Asset Management
United Kingdom
$24.6M +$8.47M 3 12.33% Increased
588
KCM
Knighthead Capital Management
New York
$24.4M $0 1 3.43% Maintained
589
MA
Minerva Advisors
Pennsylvania
$24.3M -$398K 3 13.51% Reduced
590
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$24.3M +$1.22M 49 1.11% Increased
591
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$24.2M -$1.54M 12 2.12% Reduced
592
Nissay Asset Management
Nissay Asset Management
Japan
$24.2M +$25.6K 8 0.59% Increased
593
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$24.1M -$3.27M 2 0.43% Reduced
594
Manning & Napier Group
Manning & Napier Group
New York
$24.1M -$263K 4 0.27% Reduced
595
FFA
First Foundation Advisors
California
$24M -$173K 4 1.28% Reduced
596
GA
GFS Advisors
Texas
$24M +$264K 2 6.69% Increased
597
QAM
QCI Asset Management
New York
$23.7M +$11.6M 8 2.13% Increased
598
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$23.6M +$21.2K 21 1.07% Increased
599
Graham Capital Management
Graham Capital Management
Connecticut
$23.5M $0 1 0.77% Maintained
600
Stephens Inc
Stephens Inc
Arkansas
$23.4M +$707K 15 0.52% Increased