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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
601
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$37.7M +$436K 25 0.99% Increased
602
PP
Paloma Partners
Connecticut
$37.4M +$31.7M 23 0.56% Increased
603
EIM
Essex Investment Management
Massachusetts
$37.4M +$1.08M 11 4.28% Increased
604
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$37M +$2.28M 7 0.46% Increased
605
AP
Atwood & Palmer
Missouri
$37M -$250K 5 3.1% Reduced
606
RHJA
Rice Hall James & Associates
California
$36.7M +$12.5M 12 1.3% Increased
607
Chilton Capital Management
Chilton Capital Management
Texas
$36.5M +$265K 8 1.85% Increased
608
Sit Investment Associates
Sit Investment Associates
Minnesota
$36.5M -$1.81M 11 0.86% Reduced
609
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$36.5M +$38.9M 2 0.79% Increased
610
CM
Cartica Management
District of Columbia
$36.5M -$8.61M 1 7.72% Reduced
611
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$36.2M +$1.32M 3 0.14% Increased
612
RIA
RPG Investment Advisory
California
$36.2M +$55.7K 4 5.62% Increased
613
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$36.1M -$295K 15 0.6% Reduced
614
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$36.1M +$2.53M 8 0.83% Increased
615
Swiss Life Asset Management
Swiss Life Asset Management
$36M -$4.13M 8 0.47% Reduced
616
CSM Advisors
CSM Advisors
Pennsylvania
$35.9M -$50.6K 3 2.38% Reduced
617
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$35.9M +$9.4M 9 0.78% Increased
618
SAM
Securian Asset Management
Minnesota
$35.7M -$673K 20 0.66% Reduced
619
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$35.3M +$392K 51 1.19% Increased
620
Old National Bancorp
Old National Bancorp
Indiana
$35.2M -$2.85M 9 1.26% Reduced
621
PP
PDT Partners
New York
$35.1M -$7.17M 10 2.67% Reduced
622
CAM
ClariVest Asset Management
California
$35M +$4.86M 15 1.08% Increased
623
CIC
Cutler Investment Counsel
Oregon
$34.8M +$265K 2 5.24% Increased
624
Hosking Partners
Hosking Partners
United Kingdom
$34.6M -$755K 1 0.84% Reduced
625
SAM
Southeastern Asset Management
Tennessee
$34.5M -$6.83M 1 0.58% Reduced