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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
LPL Financial
LPL Financial
California
$33.5M +$1.29M 21 0.17% Increased
452
Saturna Capital
Saturna Capital
Washington
$33.5M $0 2 0.9% Maintained
453
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$33.5M +$1.63M 2 0.51% Increased
454
Natixis Advisors
Natixis Advisors
Massachusetts
$33.3M +$798K 12 0.58% Increased
455
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$33.3M -$9.45M 3 0.88% Reduced
456
Congress Asset Management
Congress Asset Management
Massachusetts
$33.1M +$7.09M 4 0.8% Increased
457
VAM
Visium Asset Management
New York
$33M +$11.6M 11 0.49% Increased
458
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$32.8M +$2.59M 17 0.34% Increased
459
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$32.8M -$2.7M 10 0.75% Reduced
460
WC
Walthausen & Co
New York
$32.7M +$20.1M 3 2.39% Increased
461
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$32.6M +$4.18M 7 0.73% Increased
462
HA
Halsey Associates
Connecticut
$32.5M +$139K 4 7.09% Increased
463
WC
Weatherbie Capital
Massachusetts
$32.5M -$2.37M 3 3.2% Reduced
464
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$32.3M -$1.57M 10 0.63% Reduced
465
EA
Ecofin Advisors
United Kingdom
$32.3M +$12.5M 1 4.63% Increased
466
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$32.2M +$119K 16 0.99% Increased
467
IA
Icon Advisers
Colorado
$32.1M +$11.9M 9 1.88% Increased
468
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$32M +$6.43M 43 0.61% Increased
469
PTC
Philadelphia Trust Company
Pennsylvania
$31.9M +$4.62M 3 2.43% Increased
470
PCM
Perritt Capital Management
Illinois
$31.8M -$4.39M 10 5.61% Reduced
471
NIP
Nicholas Investment Partners
California
$31.5M -$5.54M 6 1.97% Reduced
472
Country Trust Bank
Country Trust Bank
Illinois
$31.5M +$525K 3 1.59% Increased
473
Huntington National Bank
Huntington National Bank
Ohio
$31.3M -$1.01M 24 0.76% Reduced
474
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$31.2M +$646K 4 0.79% Increased
475
RCM
Roystone Capital Management
New York
$31.1M +$30.2M 1 1.15% New