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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
351
Seizert Capital Partners
Seizert Capital Partners
Michigan
$62.3M +$237K 3 2.29% Increased
352
SWITC
Stewart West Indies Trading Company
Colorado
$62.2M $0 1 5.43% Maintained
353
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$61.6M -$8.84M 2 1.38% Reduced
354
CBT
Capital Bank & Trust
California
$61.5M +$20.8M 7 0.78% Increased
355
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$61M +$3.2M 2 2.11% Increased
356
MPMG
Minneapolis Portfolio Management Group
Minnesota
$60.5M -$7.71M 2 8.85% Reduced
357
TCM
Tygh Capital Management
Oregon
$60.4M +$11.4M 7 12.08% Increased
358
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$60.3M +$3.72M 20 1.54% Increased
359
Boston Trust Walden
Boston Trust Walden
Massachusetts
$60.3M +$4.25M 3 0.94% Increased
360
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$60.2M -$5.79M 6 1.87% Reduced
361
QS Investors
QS Investors
New York
$59.5M +$9.52M 36 0.48% Increased
362
ICOM
Investment Counselors of Maryland
Maryland
$59.4M -$17.6M 7 3.03% Reduced
363
GA
Greenhaven Associates
New York
$59.1M -$199K 1 0.89% Reduced
364
Curi RMB Capital
Curi RMB Capital
Illinois
$58.6M +$4.32M 12 1.51% Increased
365
Beck Mack & Oliver
Beck Mack & Oliver
New York
$58.4M +$7.77M 3 1.92% Increased
366
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$58.3M +$7.82M 24 0.42% Increased
367
NIM
NXG Investment Management
Texas
$58M +$1.55M 7 1.86% Increased
368
FTCM
Fir Tree Capital Management
New York
$58M -$3.64M 1 1.65% Reduced
369
CII
Chapter IV Investors
North Carolina
$56.9M $0 2 29.62% Maintained
370
VHMC
Value Holdings Management Company
New York
$56.7M -$173K 4 21.48% Reduced
371
FP
Foundry Partners
Minnesota
$56.6M +$537K 11 2.26% Increased
372
LPL Financial
LPL Financial
California
$56.1M +$6.07M 23 0.2% Increased
373
MWP
MYCIO Wealth Partners
Pennsylvania
$56M $0 1 6.34% Maintained
374
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$55.8M +$1.49M 3 3.59% Increased
375
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$55.8M +$6.17M 2 2.47% Increased