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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
Hancock Whitney
Hancock Whitney
Mississippi
$35.3M $0 5 1.35% Maintained
452
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$35.2M +$23.4M 19 0.07% Increased
453
WC
Walthausen & Co
New York
$35.1M +$4.48M 5 2.57% Increased
454
Saturna Capital
Saturna Capital
Washington
$35.1M +$619K 2 0.98% Increased
455
BA
Boston Advisors
Massachusetts
$35M +$3.19M 8 1.46% Increased
456
NEI
Northwest & Ethical Investments
Ontario, Canada
$34.7M +$4.6M 6 2.29% Increased
457
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$34.7M +$1.84M 45 0.64% Increased
458
Natixis Advisors
Natixis Advisors
Massachusetts
$34.6M +$1.59M 12 0.59% Increased
459
FIM
FourPoints Investment Managers
France
$34.5M +$12.9M 2 7.87% Increased
460
RS Investment Management
RS Investment Management
California
$34.5M -$23.3M 1 0.3% Reduced
461
ICM
IronBridge Capital Management
Illinois
$34.5M -$430K 5 1.04% Reduced
462
CAM
Capstone Asset Management
Texas
$34.3M -$2M 27 0.99% Reduced
463
PSCM
Prince Street Capital Management
New York
$34.2M +$36M 1 12.26% New
464
LCP
Lombardia Capital Partners
California
$34M +$3.59M 1 1.15% Increased
465
EA
Ecofin Advisors
United Kingdom
$33.8M +$1.22M 1 5.44% Increased
466
GCP
GSA Capital Partners
United Kingdom
$33.8M +$4.32M 31 1.3% Increased
467
Country Trust Bank
Country Trust Bank
Illinois
$33.7M +$40.2K 3 1.69% Increased
468
PCM
Perritt Capital Management
Illinois
$33.7M +$648K 11 6% Increased
469
TAM
Third Avenue Management
New York
$33.7M -$23.3M 5 0.85% Reduced
470
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$33.5M +$3.81M 5 1% Increased
471
ACM
Ashford Capital Management
Delaware
$33.4M +$5.36M 2 7.37% Increased
472
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
$33.3M +$4.33M 4 1.72% Increased
473
LPL Financial
LPL Financial
California
$33.3M -$823K 19 0.17% Reduced
474
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$33.3M -$1.12M 25 1.09% Reduced
475
NCCM
Nine Chapters Capital Management
New Jersey
$32.9M +$19.8M 15 2.76% Increased