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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
Advisors Asset Management
Advisors Asset Management
Colorado
$37.1M +$2.11M 26 0.51% Increased
477
AAP
Ardsley Advisory Partners
Connecticut
$37.1M +$3.68M 7 4.73% Increased
478
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$37.1M +$9.09M 11 0.17% Increased
479
CCM
Century Capital Management
Massachusetts
$37M +$128K 3 1.95% Increased
480
Driehaus Capital Management
Driehaus Capital Management
Illinois
$36.9M +$2.96M 11 1.2% Increased
481
TAM
THB Asset Management
Connecticut
$36.9M +$7.82M 7 2.29% Increased
482
WC
Weatherbie Capital
Massachusetts
$36.6M +$3.39M 3 3.26% Increased
483
PWLP
Prio Wealth Limited Partnership
Massachusetts
$36.6M -$648K 3 1.84% Reduced
484
TA
Teton Advisors
New York
$36.6M +$1.11M 11 2.42% Increased
485
R.M. Davis Inc
R.M. Davis Inc
Maine
$36.4M +$1.07M 4 2.09% Increased
486
SI
Standard Investments
New York
$36.3M -$23.1M 6 2.28% Reduced
487
Trillium Asset Management
Trillium Asset Management
Massachusetts
$36.3M -$1.65M 4 3.11% Reduced
488
MCC
Mid Continent Capital
Illinois
$36.2M -$230K 1 2.1% Reduced
489
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$36M +$24.1M 1 1.12% Increased
490
SFSIG
San Francisco Sentry Investment Group
California
$36M -$3.74M 4 17.24% Reduced
491
OAMA
Oslo Asset Management AS
Norway
$35.6M -$17.2M 1 14.29% Reduced
492
M2MC
Matthew 25 Management Corp
Pennsylvania
$35.6M +$787K 1 4.05% Increased
493
Country Trust Bank
Country Trust Bank
Illinois
$35.4M +$34.8M 3 1.77% New
494
CAM
Capstone Asset Management
Texas
$35.3M -$1.83M 29 1.13% Reduced
495
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$35M +$6.7M 20 0.92% Increased
496
B
BP
United Kingdom
$34.7M +$2.62M 5 1.1% Increased
497
QI
QV Investors
Alberta, Canada
$34.7M +$35.1M 1 4.8% New
498
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$34.6M -$1.53M 6 0.78% Reduced
499
Utah Retirement Systems
Utah Retirement Systems
Utah
$34.4M -$1.69M 16 0.99% Reduced
500
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$34.4M -$669K 4 0.93% Reduced