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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
651
RC
RDST Capital
Washington
$70.3M +$3.6M 1 6.62% Increased
652
WHCM
Wolf Hill Capital Management
Connecticut
$70.2M -$14.9M 2 6.44% Reduced
653
BCV
Banque Cantonale Vaudoise
Switzerland
$70.1M +$28.8M 19 2.63% Increased
654
Tredje AP-fonden
Tredje AP-fonden
Sweden
$70.1M +$35.3M 13 0.56% Increased
655
GIA
GHP Investment Advisors
Colorado
$70M +$664K 17 2.94% Increased
656
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$69.9M +$2.45M 3 0.62% Increased
657
OFI Invest Asset Management
OFI Invest Asset Management
France
$69.8M -$7.55M 8 1.47% Reduced
658
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$69.7M -$3.67M 2 1.02% Reduced
659
Horizon Investments
Horizon Investments
North Carolina
$69.4M +$21.8M 21 0.91% Increased
660
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$69.4M -$17.1M 12 1.63% Reduced
661
NC
Nitorum Capital
New York
$69.3M -$6.94M 2 12.18% Reduced
662
Covea Finance
Covea Finance
France
$69.2M -$2.39M 7 2.41% Reduced
663
CC
Covalis Capital
United Kingdom
$69.2M -$5.8M 4 8.06% Reduced
664
HCM
Hodges Capital Management
Texas
$68.8M -$612K 9 5.88% Reduced
665
Castleark Management
Castleark Management
Illinois
$68.7M +$5.82M 13 1.93% Increased
666
Axxcess Wealth Management
Axxcess Wealth Management
California
$68.3M +$8.49M 13 1.45% Increased
667
Rafferty Asset Management
Rafferty Asset Management
New York
$68.2M +$7.7M 16 0.22% Increased
668
GJL
Gendell Jeffrey L
$68M +$51.3M 5 1.25% Increased
669
Norinchukin Bank
Norinchukin Bank
Japan
$68M +$1.93M 9 0.91% Increased
670
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$67.8M -$12.4M 14 1.32% Reduced
671
ACB
Aristotle Capital Boston
Massachusetts
$67.4M -$23.8M 3 3.48% Reduced
672
GCM
Gladstone Capital Management
United Kingdom
$67.3M -$4.26M 2 7.35% Reduced
673
Allworth Financial
Allworth Financial
California
$67.2M +$1.45M 60 0.3% Increased
674
LMR Partners
LMR Partners
United Kingdom
$67.2M +$31.4M 9 0.3% Increased
675
AC
AltraVue Capital
Washington
$66.8M +$1.15M 1 5.54% Increased