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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
JGUA
John G. Ullman & Associates
New York
$27.9M +$699K 3 5.74% Increased
477
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$27.9M +$718K 2 2.92% Increased
478
Winton Group
Winton Group
United Kingdom
$27.7M -$61.4M 2 0.46% Reduced
479
TAM
THB Asset Management
Connecticut
$27.5M -$14.9M 3 3.57% Reduced
480
DIA
Denver Investment Advisors
Colorado
$27.4M +$6.42M 9 1.24% Increased
481
JIR
James Investment Research
Ohio
$27.1M +$16.8M 6 0.69% Increased
482
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$26.9M -$4.92M 2 1.99% Reduced
483
ED
Exane Derivatives
France
$26.9M +$24.1M 9 4.44% Increased
484
Nordea Investment Management
Nordea Investment Management
Sweden
$26.8M -$14.7M 15 0.08% Reduced
485
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$26.8M -$3.21M 8 0.62% Reduced
486
Utah Retirement Systems
Utah Retirement Systems
Utah
$26.6M -$1.03M 15 0.71% Reduced
487
ECP
Elk Creek Partners
Colorado
$26.2M -$2.96M 2 1.86% Reduced
488
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$26.1M -$193K 2 1.07% Reduced
489
TCM
Tributary Capital Management
Nebraska
$26.1M +$3.69M 6 3.8% Increased
490
IFLIT
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$26M +$6.53M 2 6.97% Increased
491
CAM
Capstone Asset Management
Texas
$25.9M -$2.28M 27 0.78% Reduced
492
GIM
GCA Investment Management
New York
$25.5M +$5.69M 2 8.01% Increased
493
MPMG
Minneapolis Portfolio Management Group
Minnesota
$25.5M -$1.76M 2 4.59% Reduced
494
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$25.4M -$1.52M 30 0.22% Reduced
495
Fred Alger Management
Fred Alger Management
New York
$25.3M -$4.21M 5 0.13% Reduced
496
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$25.3M +$3.59M 5 3.08% Increased
497
CRCP
Copper Rock Capital Partners
Massachusetts
$25.3M -$5.83M 1 1.91% Reduced
498
PFC
Phocas Financial Corp
California
$25.1M -$1.28M 3 1.83% Reduced
499
CIM
Corda Investment Management
Texas
$25M +$926K 1 4% Increased
500
IP
Interval Partners
New York
$24.8M -$1.18M 5 1.68% Reduced