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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
726
EIM
Essex Investment Management
Massachusetts
$13.8M -$580K 9 2.27% Reduced
727
Shelton Capital Management
Shelton Capital Management
Colorado
$13.7M +$2.28M 16 1.04% Increased
728
AQR Arbitrage
AQR Arbitrage
Connecticut
$13.7M -$2.09M 3 0.14% Reduced
729
HCMT
Highland Capital Management (Tennessee)
Tennessee
$13.7M +$8.75M 4 1.16% Increased
730
SAM
Strategy Asset Managers
California
$13.7M +$2.51M 5 2.99% Increased
731
WM
WS Management
Florida
$13.7M +$12.5M 1 0.56% New
732
Tredje AP-fonden
Tredje AP-fonden
Sweden
$13.6M +$1.94M 7 0.58% Increased
733
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$13.6M +$245K 32 1.09% Increased
734
EIA
Edgemoor Investment Advisors
Maryland
$13.6M -$906K 1 2.07% Reduced
735
HEIP
Hudson Edge Investment Partners
New Jersey
$13.6M +$214K 3 1.85% Increased
736
LIM
Leavell Investment Management
Alabama
$13.6M -$229K 7 1.87% Reduced
737
TAM
Tyers Asset Management
Texas
$13.5M +$12.5M 13 0.57% New
738
SCI
S&CO Inc
Massachusetts
$13.5M -$9.06K 1 1.96% Reduced
739
South Texas Money Management
South Texas Money Management
Texas
$13.5M +$2.84M 2 0.71% Increased
740
People's United Financial
People's United Financial
Connecticut
$13.5M +$3.24M 13 0.5% Increased
741
SBCM
Schwerin Boyle Capital Management
Massachusetts
$13.4M $0 2 1.66% Maintained
742
EARNEST Partners
EARNEST Partners
Georgia
$13.4M +$85.8K 18 0.15% Increased
743
NPIC
Neumeier Poma Investment Counsel
California
$13.4M +$5.51M 1 1.84% Increased
744
NAM
Netols Asset Management
Wisconsin
$13.4M -$539K 2 2.75% Reduced
745
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$13.3M -$598K 4 0.83% Reduced
746
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$13.3M +$897K 29 0.14% Increased
747
Eventide Asset Management
Eventide Asset Management
Massachusetts
$13.3M -$15.7M 1 0.86% Reduced
748
Intact Investment Management
Intact Investment Management
Quebec, Canada
$13.3M -$9.64M 4 0.49% Reduced
749
JCM
Jag Capital Management
Missouri
$13.3M +$1.88M 2 2.69% Increased
750
LG
Leuthold Group
Minnesota
$13.2M -$830K 3 1.48% Reduced