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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
626
TI
Think Investments
California
$19.8M $0 1 5.89% Maintained
627
WIC
Willis Investment Counsel
Georgia
$19.8M +$52K 3 1.88% Increased
628
PineBridge Investments
PineBridge Investments
New York
$19.8M -$6.37M 15 0.78% Reduced
629
NRS
Neville Rodie & Shaw
New York
$19.6M -$1.18M 5 2.15% Reduced
630
Robeco Schweiz
Robeco Schweiz
Switzerland
$19.4M -$19.7M 3 1.61% Reduced
631
HT
HAP Trading
New York
$19.4M +$3.67M 4 1.17% Increased
632
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan
Michigan
$19.3M +$1.34M 33 1.39% Increased
633
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$19.3M -$1.25M 4 1.24% Reduced
634
South Texas Money Management
South Texas Money Management
Texas
$19.2M +$1.59M 3 1.11% Increased
635
CC
Curian Capital
Colorado
$19.1M +$683K 8 0.32% Increased
636
Laurion Capital Management
Laurion Capital Management
New York
$19M -$20.1M 8 0.18% Reduced
637
LCM
LionEye Capital Management
New York
$19M -$3.73M 1 0.74% Reduced
638
CBOA
Commonwealth Bank of Australia
Australia
$19M +$1.17M 12 0.25% Increased
639
Jefferies Group
Jefferies Group
New York
$18.9M +$11.8M 29 0.1% Increased
640
Brinker Capital
Brinker Capital
Pennsylvania
$18.8M +$19.2M 1 1.58% Increased
641
SFU
Stonehage Fleming (UK)
United Kingdom
$18.8M -$43K 4 8.48% Reduced
642
ZAM
Zenit Asset Management
Sweden
$18.8M -$1.79M 1 2.91% Reduced
643
FCG
FrontFour Capital Group
Connecticut
$18.7M +$10.9M 2 2.82% Increased
644
1M
13D Management
New York
$18.7M +$2.31M 2 4.22% Increased
645
BOK Financial
BOK Financial
Oklahoma
$18.6M +$590K 14 0.63% Increased
646
CAM
Centre Asset Management
New York
$18.6M +$6M 2 2.93% Increased
647
WCM Investment Management
WCM Investment Management
California
$18.5M +$947K 2 0.42% Increased
648
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$18.5M +$192K 1 0.45% Increased
649
Norinchukin Bank
Norinchukin Bank
Japan
$18.5M +$1.82M 8 0.47% Increased
650
FBA
Front Barnett Associates
Illinois
$18.5M +$510K 2 3.44% Increased