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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
BG
Bollard Group
Massachusetts
$62.3M +$208K 6 1.99% Increased
452
SPI
Santori & Peters Inc
Pennsylvania
$62.2M +$92 1 32.78% Increased
453
SW
SVB Wealth
Massachusetts
$61M -$6.38M 9 1% Reduced
454
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$61M +$51.4M 26 0.59% New
455
MPMG
Minneapolis Portfolio Management Group
Minnesota
$61M -$1.11M 2 6.49% Reduced
456
IM
Islet Management
New York
$60.9M +$11.8M 2 1.66% Increased
457
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$60.4M +$2.05M 9 1.26% Increased
458
JVBC
J.V. Bruni & Co
Colorado
$59.9M +$410K 3 7.39% Increased
459
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$59.2M +$3.87M 19 0.63% Increased
460
Tredje AP-fonden
Tredje AP-fonden
Sweden
$59.1M +$4.22M 5 1.14% Increased
461
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$59M -$1.07M 1 1.19% Reduced
462
SCA
Summit Creek Advisors
Minnesota
$58.7M -$4.58M 3 5.89% Reduced
463
WCM Investment Management
WCM Investment Management
California
$58.6M -$2.1M 3 0.13% Reduced
464
TCM
Tran Capital Management
California
$58.2M +$1.43M 1 4.65% Increased
465
Nicholas Company
Nicholas Company
Wisconsin
$58M +$241K 4 0.94% Increased
466
Waverton Investment Management
Waverton Investment Management
United Kingdom
$57.8M -$16.6M 2 1.83% Reduced
467
Los Angeles Capital Management
Los Angeles Capital Management
California
$57.6M +$16.3M 21 0.21% Increased
468
KOCAA
Knights of Columbus Asset Advisors
Connecticut
$57.3M -$2.2M 14 4.63% Reduced
469
ACM
Atika Capital Management
New York
$57.1M +$7.17M 2 4.01% Increased
470
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$56.7M -$11.1M 7 0.8% Reduced
471
SGCIA
Smith Graham & Co Investment Advisors
Texas
$56.5M -$1.9M 6 5.62% Reduced
472
Country Trust Bank
Country Trust Bank
Illinois
$56.3M +$14.6M 4 1.53% Increased
473
RiverFront Investment Group
RiverFront Investment Group
Virginia
$56.2M +$2.78M 2 1.75% Increased
474
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
$56.1M +$16.1M 2 2.48% Increased
475
EMG
ETF Managers Group
New Jersey
$55.9M +$1.39M 12 1.11% Increased