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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
176
AIG
American International Group
New York
$171M -$1.63M 51 0.82% Reduced
177
Findlay Park Partners
Findlay Park Partners
United Kingdom
$166M -$28.8M 5 1.84% Reduced
178
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$166M -$591K 7 1.29% Reduced
179
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$165M -$26.3M 2 2.42% Reduced
180
Epoch Investment Partners
Epoch Investment Partners
New York
$165M -$5.38M 3 0.7% Reduced
181
TAM
Third Avenue Management
New York
$164M -$32.2M 5 3% Reduced
182
US Bancorp
US Bancorp
Minnesota
$157M -$1.99M 43 0.64% Reduced
183
PointState Capital
PointState Capital
New York
$156M -$39.8M 2 1.97% Reduced
184
SAM
Scopus Asset Management
New York
$156M +$27.2M 6 3.62% Increased
185
Putnam Investments
Putnam Investments
Massachusetts
$154M +$14.4M 20 0.37% Increased
186
KAM
Keeley Asset Management
Illinois
$152M -$43.8M 8 2.59% Reduced
187
Orbis Holdings
Orbis Holdings
Bermuda
$152M +$100K 1 1.05% Increased
188
Beck Mack & Oliver
Beck Mack & Oliver
New York
$151M -$2.66M 4 3.69% Reduced
189
CCM
Cornerstone Capital Management
Minnesota
$150M -$49.2M 2 4.47% Reduced
190
FTCM
Fir Tree Capital Management
New York
$150M $0 1 1.71% Maintained
191
Victory Capital Management
Victory Capital Management
Texas
$149M -$36.2M 9 1.05% Reduced
192
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$149M +$88M 8 0.63% Increased
193
OCAM
Owl Creek Asset Management
New York
$149M +$14.1M 1 7.81% Increased
194
Wasatch Advisors
Wasatch Advisors
Utah
$147M +$3.88M 4 1.44% Increased
195
GGHC
Gilder Gagnon Howe & Co
New York
$146M +$4.69M 6 2.09% Increased
196
SIG
Senator Investment Group
New York
$143M -$59.5M 1 1.64% Reduced
197
AC
Axon Capital
New York
$143M +$119M 1 5.65% New
198
CPM
Chesapeake Partners Management
Maryland
$139M +$1.21M 3 6.88% Increased
199
Northern Trust Company of Connecticut
Northern Trust Company of Connecticut
Connecticut
$139M -$14.7M 33 0.87% Reduced
200
Apex Capital Management
Apex Capital Management
Ohio
$139M +$6.71M 8 5.2% Increased