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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
151
TD Asset Management
TD Asset Management
Ontario, Canada
$167M +$172M 16 0.36% New
152
TimesSquare Capital Management
TimesSquare Capital Management
New York
$167M +$165M 3 1.03% New
153
RS Investment Management
RS Investment Management
California
$166M +$175M 1 1.2% New
154
FTCM
Fir Tree Capital Management
New York
$165M +$162M 1 2.27% New
155
VDBMI
Van Den Berg Management I
Texas
$162M +$156M 6 13.74% New
156
Highbridge Capital Management
Highbridge Capital Management
New York
$162M +$161M 12 1.6% New
157
HCM
Hoplite Capital Management
New York
$162M +$171M 2 5.64% New
158
Canada Life
Canada Life
Manitoba, Canada
$161M +$163M 12 1.06% New
159
AIG
American International Group
New York
$160M +$165M 50 0.96% New
160
TAM
Third Avenue Management
New York
$159M +$160M 5 3.11% New
161
Nomura Holdings
Nomura Holdings
Japan
$158M +$167M 24 1.29% New
162
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$158M +$162M 24 0.89% New
163
Capital Research Global Investors
Capital Research Global Investors
California
$155M +$149M 2 0.07% New
164
BRC
Blue Ridge Capital
New York
$151M +$149M 1 1.83% New
165
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$151M +$158M 18 0.67% New
166
Renaissance Technologies
Renaissance Technologies
New York
$150M +$156M 31 0.39% New
167
GAMCO Investors
GAMCO Investors
Connecticut
$150M +$157M 10 0.94% New
168
VM
Valinor Management
New York
$149M +$150M 2 6.18% New
169
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$148M +$153M 18 0.99% New
170
Capital Guardian Trust
Capital Guardian Trust
California
$147M +$152M 9 1.02% New
171
Northern Trust Company of Connecticut
Northern Trust Company of Connecticut
Connecticut
$146M +$147M 32 0.99% New
172
Lazard Asset Management
Lazard Asset Management
New York
$146M +$162M 12 0.35% New
173
ARC
Absolute Return Capital
Massachusetts
$145M +$148M 13 1.86% New
174
Wasatch Advisors
Wasatch Advisors
Utah
$143M +$154M 5 1.57% New
175
Millennium Management
Millennium Management
New York
$142M +$146M 33 0.44% New