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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
701
Wedge Capital Management
Wedge Capital Management
North Carolina
$94M -$2.53M 12 1.55% Reduced
702
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$93.8M +$105K 15 1.85% Increased
703
M
Mirova
France
$93.8M +$16.3M 5 3.46% Increased
704
Douglas Lane & Associates
Douglas Lane & Associates
New York
$93.7M +$2.25M 8 1.27% Increased
705
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$93.2M +$3.6M 27 2.34% Increased
706
SIC
Schwartz Investment Counsel
Michigan
$92.7M -$1.53M 5 3.08% Reduced
707
Vise Technologies
Vise Technologies
New York
$92.4M +$29.7M 35 1.05% Increased
708
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$92.4M -$385K 21 0.84% Reduced
709
Cary Street Partners
Cary Street Partners
Virginia
$92.1M -$2.02M 14 2.01% Reduced
710
Equity Investment Corp
Equity Investment Corp
Georgia
$91.7M -$1.35M 1 1.75% Reduced
711
Braun Stacey Associates
Braun Stacey Associates
New York
$91.7M -$2.96M 2 2.6% Reduced
712
Summit Financial
Summit Financial
New Jersey
$91.5M +$4.68M 15 1% Increased
713
AFP
Ausdal Financial Partners
Iowa
$91.4M -$293K 9 3.57% Reduced
714
ORIO
Old Republic International (ORI)
Illinois
$90.6M $0 1 3.4% Maintained
715
Snyder Capital Management
Snyder Capital Management
California
$90.1M -$2.44M 1 1.56% Reduced
716
Tiger Global Management
Tiger Global Management
New York
$90M $0 1 0.38% Maintained
717
Brevan Howard Capital Management
Brevan Howard Capital Management
Jersey
$89.3M -$16.4M 40 0.66% Reduced
718
Mizuho Securities USA
Mizuho Securities USA
New York
$89.3M +$17.8M 11 1.44% Increased
719
TCM
Tyro Capital Management
Florida
$89.2M +$18.7M 3 20.01% Increased
720
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$88.9M -$139M 9 3.7% Reduced
721
1SAMC
12th Street Asset Management Company
Tennessee
$88.6M -$3.04M 5 12.63% Reduced
722
GIA
GHP Investment Advisors
Colorado
$88.6M +$4.85M 31 3.25% Increased
723
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$87.9M +$7.4M 12 1.05% Increased
724
OAM
Ostrum Asset Management
France
$87.8M +$1.58M 18 4.23% Increased
725
WIM
Weitz Investment Management
Nebraska
$87.4M +$1.52M 2 6.05% Increased