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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
476
Congress Asset Management
Congress Asset Management
Massachusetts
$35.7M +$5.08M 5 0.94% Increased
477
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$35.6M -$3.43M 6 0.98% Reduced
478
RHBC
R.H. Bluestein & Co
Michigan
$35.6M -$8.67M 9 2.24% Reduced
479
ACM
Argent Capital Management
Missouri
$35.4M -$30.8M 4 1.99% Reduced
480
LCM
Lomas Capital Management
New York
$35.3M +$18M 3 9.48% Increased
481
PWLP
Prio Wealth Limited Partnership
Massachusetts
$35.3M -$333K 4 1.78% Reduced
482
Korea Investment Corp
Korea Investment Corp
South Korea
$35.2M -$19.5M 7 0.33% Reduced
483
ABC
Anchor Bolt Capital
Illinois
$35.1M +$12.7M 5 7.43% Increased
484
Scotia Capital
Scotia Capital
Ontario, Canada
$35.1M +$13.4M 5 0.84% Increased
485
VBCP
Vollero Beach Capital Partners
New York
$35.1M +$31.4M 2 2.33% New
486
KCM
Knighthead Capital Management
New York
$35M +$5.95M 2 4.97% Increased
487
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$34.8M +$288K 4 1.85% Increased
488
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$34.8M -$24.7M 33 0.3% Reduced
489
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$34.5M -$302K 10 0.57% Reduced
490
IIM
Ironwood Investment Management
Massachusetts
$34.4M +$738K 7 4.79% Increased
491
MDCM
Morgan Dempsey Capital Management
Wisconsin
$34.2M +$4.16M 6 10.64% Increased
492
Trillium Asset Management
Trillium Asset Management
Massachusetts
$34.1M +$96.9K 4 3.35% Increased
493
FAM
Foundation Asset Management
New York
$34M +$11.6M 1 8.84% Increased
494
VHMC
Value Holdings Management Company
New York
$33.9M +$4.15M 5 24.99% Increased
495
Driehaus Capital Management
Driehaus Capital Management
Illinois
$33.9M +$9.51M 10 1.22% Increased
496
MIU
Man Investments (UK)
United Kingdom
$33.5M +$8.42M 14 3.74% Increased
497
SFSIG
San Francisco Sentry Investment Group
California
$33.5M -$240K 5 11.6% Reduced
498
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$33.5M -$639K 6 0.78% Reduced
499
JIR
James Investment Research
Ohio
$33.4M +$6.98M 4 1.05% Increased
500
WBG
Wharton Business Group
Pennsylvania
$33.2M -$4.64K 2 2.8% Reduced