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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
201
Tocqueville Asset Management
Tocqueville Asset Management
New York
$108M +$605K 11 2.68% Increased
202
Scout Investments
Scout Investments
Missouri
$107M +$16.9M 5 3.18% Increased
203
B
BloombergSen
Ontario, Canada
$106M -$19.5M 1 9.09% Reduced
204
KBC Group
KBC Group
Belgium
$105M -$65.8M 22 0.88% Reduced
205
CRM
Cramer Rosenthal McGlynn
Connecticut
$103M -$7.08M 4 4.82% Reduced
206
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$102M +$59.2M 9 0.13% Increased
207
AL
AJO LP
Pennsylvania
$102M -$29.7M 10 0.91% Reduced
208
Marshall Wace Asia
Marshall Wace Asia
Hong Kong
$101M +$19.4M 3 2.79% Increased
209
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$101M +$66.4M 19 0.9% Increased
210
Baird Financial Group
Baird Financial Group
Wisconsin
$99M +$18.2M 17 0.45% Increased
211
River Road Asset Management
River Road Asset Management
Kentucky
$98.6M +$4.28M 3 2.21% Increased
212
Emerald Advisers
Emerald Advisers
Pennsylvania
$96.7M -$16.5M 5 5.59% Reduced
213
Kennedy Capital Management
Kennedy Capital Management
Missouri
$95.9M +$6.8M 18 3.53% Increased
214
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$95.7M +$6.15M 34 1.34% Increased
215
AMF Tjänstepension
AMF Tjänstepension
Sweden
$93.9M -$13.4M 3 1.19% Reduced
216
Icahn Carl
Icahn Carl
Florida
$92M $0 1 0.51% Maintained
217
SI
Standard Investments
New York
$91M $0 1 5.54% Maintained
218
SFM
Systematic Financial Management
New Jersey
$90.7M -$15.8M 13 5.57% Reduced
219
NC
Nitorum Capital
New York
$90.2M +$32.5M 2 6.99% Increased
220
Acadian Asset Management
Acadian Asset Management
Massachusetts
$89.8M +$9.38M 22 0.51% Increased
221
Marshall Wace North America
Marshall Wace North America
New York
$89.3M -$30.6M 21 0.68% Reduced
222
Jane Street
Jane Street
New York
$89.2M -$4.66M 29 0.09% Reduced
223
Marshall Wace
Marshall Wace
United Kingdom
$88.8M +$11.3M 24 0.89% Increased
224
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$87.8M +$6.76M 10 0.75% Increased
225
QI
QV Investors
Alberta, Canada
$87.2M -$27.6M 1 7.46% Reduced