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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
451
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$34.9M -$30.1M 30 0.1% Reduced
452
CAM
ClariVest Asset Management
California
$34.8M -$1.07M 11 1.23% Reduced
453
Spot Trading
Spot Trading
Illinois
$34.7M +$6.21M 14 0.22% Increased
454
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$34.6M -$1.49M 6 0.78% Reduced
455
LPL Financial
LPL Financial
California
$34.6M -$2.9M 22 0.19% Reduced
456
KG
Killen Group
Pennsylvania
$34.5M +$154K 3 2.25% Increased
457
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$34.5M +$16.2M 34 1.86% Increased
458
Andra AP-fonden
Andra AP-fonden
Sweden
$34.4M -$5.74M 9 0.8% Reduced
459
Tocqueville Asset Management
Tocqueville Asset Management
New York
$33.9M +$3.65M 15 0.36% Increased
460
CRCP
Copper Rock Capital Partners
Massachusetts
$33.7M +$2.2M 2 3.12% Increased
461
Huntington National Bank
Huntington National Bank
Ohio
$33.7M -$27.7M 27 0.8% Reduced
462
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$33.6M +$1.58M 8 1.02% Increased
463
Natixis Advisors
Natixis Advisors
Massachusetts
$33.4M +$463K 15 0.63% Increased
464
BTP
Bloom Tree Partners
New York
$33.4M +$8.28M 1 5% Increased
465
LCP
Lombardia Capital Partners
California
$33.3M -$9.45M 1 0.96% Reduced
466
ICM
Intrepid Capital Management
Florida
$32.9M -$3.65M 1 8.85% Reduced
467
STB
S&T Bank
Pennsylvania
$32.9M +$16.4M 2 4.77% Increased
468
Country Trust Bank
Country Trust Bank
Illinois
$32.5M +$452K 3 1.63% Increased
469
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$32.5M -$23.3M 3 1.6% Reduced
470
HA
Halsey Associates
Connecticut
$32.3M +$130K 4 7.1% Increased
471
SGAM
Smith Group Asset Management
Texas
$32.2M -$4.73M 4 1.13% Reduced
472
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$32.2M +$2.63M 14 0.36% Increased
473
Confluence Investment Management
Confluence Investment Management
Missouri
$32.2M +$4.32M 1 1.31% Increased
474
PGIM
Pacific Global Investment Management
California
$32.2M +$637K 8 5.64% Increased
475
Saturna Capital
Saturna Capital
Washington
$32.1M -$687K 2 0.84% Reduced