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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
Colony Group
Colony Group
Massachusetts
$47.8M +$4.89M 7 1.21% Increased
427
Amalgamated Bank
Amalgamated Bank
New York
$47.7M +$2.8M 29 0.88% Increased
428
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$47.7M +$14.3M 5 0.92% Increased
429
Calamos Advisors
Calamos Advisors
Illinois
$47.3M -$38.1M 7 0.23% Reduced
430
HP
Harvey Partners
New York
$47.1M +$3.48M 5 26.77% Increased
431
SPI
Santori & Peters Inc
Pennsylvania
$47M $0 1 30.88% Maintained
432
CCI
Columbus Circle Investors
$46.9M -$9.93M 4 2.02% Reduced
433
SIM
Sprucegrove Investment Management
Ontario, Canada
$46.9M -$6.27M 2 2.56% Reduced
434
MWP
MYCIO Wealth Partners
Pennsylvania
$46M -$8.03M 3 2.99% Reduced
435
Braun Stacey Associates
Braun Stacey Associates
New York
$45.9M +$4.04M 3 2.55% Increased
436
TCM
Tygh Capital Management
Oregon
$45.8M -$14.7M 6 7.57% Reduced
437
CRCP
Copper Rock Capital Partners
Massachusetts
$45.8M -$17.1M 2 3.47% Reduced
438
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$45.6M +$46.1K 13 0.29% Increased
439
EMG
ETF Managers Group
New Jersey
$45.4M -$6.64M 9 1.58% Reduced
440
Martingale Asset Management
Martingale Asset Management
Massachusetts
$45.2M +$10.5M 11 0.46% Increased
441
DCM
Dupont Capital Management
Delaware
$44.9M -$2.83M 23 1.01% Reduced
442
SIM
Sadoff Investment Management
Wisconsin
$44.7M +$353K 1 3.51% Increased
443
Utah Retirement Systems
Utah Retirement Systems
Utah
$44.6M -$221K 12 0.78% Reduced
444
SGCIA
Smith Graham & Co Investment Advisors
Texas
$44.5M -$1.06M 5 4.33% Reduced
445
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$44.5M -$14.1M 17 0.48% Reduced
446
Vident Investment Advisory
Vident Investment Advisory
Georgia
$44.2M +$9.23M 7 2.74% Increased
447
ARTA
A.R.T. Advisors
New York
$44M +$4.32M 26 2.17% Increased
448
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
$43.9M -$1.52M 5 3% Reduced
449
TCW Group
TCW Group
California
$43.9M -$3M 8 0.49% Reduced
450
RCM
Rutabaga Capital Management
Massachusetts
$43.6M -$2.85M 7 16.76% Reduced