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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
426
Utah Retirement Systems
Utah Retirement Systems
Utah
$36.1M +$292K 15 0.82% Increased
427
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$36.1M +$6.37M 9 0.72% Increased
428
TCM
Tygh Capital Management
Oregon
$36M -$2.2M 5 7.54% Reduced
429
Genesis Asset Managers
Genesis Asset Managers
United Kingdom
$36M -$2.69M 1 1.28% Reduced
430
Baird Financial Group
Baird Financial Group
Wisconsin
$35.9M +$2.77M 11 0.24% Increased
431
SCM
Suffolk Capital Management
New York
$35.8M +$7.7M 7 6.86% Increased
432
BG
Bollard Group
Massachusetts
$35.6M +$1.52M 4 1.57% Increased
433
PWLP
Prio Wealth Limited Partnership
Massachusetts
$35.5M +$26.2K 3 1.89% Increased
434
PEAK6 Investments
PEAK6 Investments
Illinois
$35.2M +$27.4M 23 0.22% Increased
435
2L
22NW LP
Washington
$35.1M +$4.7M 8 21.87% Increased
436
AAM
Ardevora Asset Management
United Kingdom
$35M +$41.1M 1 1.05% New
437
SGCIA
Smith Graham & Co Investment Advisors
Texas
$34.9M -$66.3K 5 4.28% Reduced
438
OI
Oakbrook Investments
Illinois
$34.6M -$5.91M 8 2.35% Reduced
439
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$34.3M +$850K 13 0.67% Increased
440
CTI
Community Trust & Investment
Kentucky
$34.1M -$4.74M 3 5.11% Reduced
441
Amalgamated Bank
Amalgamated Bank
New York
$34M +$2.72M 26 0.96% Increased
442
CC
Cannell Capital
Wyoming
$34M +$1.25M 3 9.48% Increased
443
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$33.8M +$9.28M 1 0.37% Increased
444
RGI
River Global Investors
United Kingdom
$33.7M +$12.8M 5 2.92% Increased
445
Advisor Group
Advisor Group
Arizona
$33.6M +$1.88M 54 0.33% Increased
446
Hosking Partners
Hosking Partners
United Kingdom
$33.5M +$1.11M 2 0.95% Increased
447
HA
Halsey Associates
Connecticut
$33.4M +$1.91M 4 6.29% Increased
448
GF
Greenhouse Funds
Maryland
$33.2M +$18.6M 3 8.17% Increased
449
HSC
Harbor Spring Capital
New York
$33.1M +$17.4M 1 4.41% Increased
450
Braun Stacey Associates
Braun Stacey Associates
New York
$32.9M +$8.39M 3 2.61% Increased