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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
HP
Harvey Partners
New York
$32.3M -$5.13M 6 29.2% Reduced
427
Beck Mack & Oliver
Beck Mack & Oliver
New York
$32M -$14.3M 2 1.42% Reduced
428
Caxton Associates (New York)
Caxton Associates (New York)
New York
$31.8M +$29.9M 1 5.84% Increased
429
GIP
Granite Investment Partners
California
$31.7M +$2.64M 6 2.05% Increased
430
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$31.6M +$381K 9 0.96% Increased
431
Bartlett & Co
Bartlett & Co
Ohio
$31.5M +$36.1M 9 0.96% New
432
SGCIA
Smith Graham & Co Investment Advisors
Texas
$31.4M +$4.89M 5 4.89% Increased
433
KMC
Kirr Marbach & Co
Indiana
$31M -$9.66M 4 13.25% Reduced
434
SPI
Santori & Peters Inc
Pennsylvania
$31M +$2.7M 1 26.81% Increased
435
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$30.5M -$1.44M 14 0.29% Reduced
436
TAL
TIG Advisors LLC
New York
$30.4M +$44.2M 2 1.22% New
437
EMG
ETF Managers Group
New Jersey
$30.3M -$5.78M 7 1.41% Reduced
438
TAM
Third Avenue Management
New York
$30.3M +$1.51M 5 4.48% Increased
439
PWLP
Prio Wealth Limited Partnership
Massachusetts
$30.3M -$2.27M 3 1.67% Reduced
440
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$30.1M +$9.56M 1 1.07% Increased
441
WestEnd Advisors
WestEnd Advisors
North Carolina
$30.1M +$33.1M 1 2.51% New
442
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$30.1M -$7.13M 15 0.25% Reduced
443
Creative Planning
Creative Planning
Kansas
$29.9M -$67K 17 0.11% Reduced
444
SIM
Sprucegrove Investment Management
Ontario, Canada
$29.8M -$797K 2 2.21% Reduced
445
Norinchukin Bank
Norinchukin Bank
Japan
$29.8M -$10.8M 8 0.58% Reduced
446
RG
Renaissance Group
Kentucky
$29.7M +$22.1M 6 1.65% Increased
447
RAM
RWC Asset Management
United Kingdom
$29.6M +$2.28M 1 1.51% Increased
448
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$29.4M +$4.79M 7 2.21% Increased
449
C
Chescapmanager
Maryland
$29.3M +$23.7M 4 7.16% Increased
450
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$29.2M -$28.2M 25 0.79% Reduced