← 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
651
GIG
Goodnow Investment Group
Connecticut
$14.4M -$8.21M 1 3.35% Reduced
652
NAP
New Amsterdam Partners
New York
$14.4M -$10.2M 2 3.49% Reduced
653
TGA
Trilogy Global Advisors
Florida
$14.4M -$939K 1 0.44% Reduced
654
ACB
Aristotle Capital Boston
Massachusetts
$14.4M +$412K 2 2.79% Increased
655
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$14.3M +$32.4K 5 0.94% Increased
656
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$14.3M -$4.63M 3 0.58% Reduced
657
CIA
CCM Investment Advisers
South Carolina
$14.2M +$4M 2 1.32% Increased
658
William Blair & Company
William Blair & Company
Illinois
$14M -$57.7K 10 0.13% Reduced
659
BAM
Baring Asset Management
United Kingdom
$14M +$12.2M 2 1.14% Increased
660
Laurion Capital Management
Laurion Capital Management
New York
$13.9M +$6.4M 6 0.22% Increased
661
FA
FDx Advisors
Illinois
$13.9M +$571K 17 0.63% Increased
662
SAM
Steinberg Asset Management
New York
$13.9M -$5.5M 1 3.63% Reduced
663
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$13.8M +$360K 8 0.62% Increased
664
CCM
Clovis Capital Management
New York
$13.8M +$321K 1 6.38% Increased
665
RI
Redwood Investments
Massachusetts
$13.7M +$5.19M 4 1.26% Increased
666
SMI
Shelter Mutual Insurance
Missouri
$13.7M $0 2 4.16% Maintained
667
SAM
Sentinel Asset Management
Vermont
$13.7M -$6.16M 1 0.32% Reduced
668
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$13.6M -$6.91M 1 1.25% Reduced
669
QCMC
Quantum Capital Management (California)
California
$13.6M -$587K 1 1.91% Reduced
670
HEIP
Hudson Edge Investment Partners
New Jersey
$13.5M -$8.84M 3 2.02% Reduced
671
Första AP-fonden
Första AP-fonden
Sweden
$13.5M -$43.2M 1 0.39% Reduced
672
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$13.5M -$750K 5 0.15% Reduced
673
CCM
Century Capital Management
Massachusetts
$13.5M +$4.27M 3 1.49% Increased
674
MA
Minerva Advisors
Pennsylvania
$13.4M +$1.15M 3 9.12% Increased
675
DJSG
D.J. St. Germain
Massachusetts
$13.4M +$127K 1 1.87% Increased