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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
TCM
Tygh Capital Management
Oregon
$31.9M -$7.31M 5 8.03% Reduced
477
PHS
PFM Health Sciences
California
$31.9M +$18.2M 3 0.9% Increased
478
TCM
Tributary Capital Management
Nebraska
$31.5M -$531K 5 3.7% Reduced
479
PP
Paloma Partners
Connecticut
$31.5M +$6.42M 23 0.31% Increased
480
Utah Retirement Systems
Utah Retirement Systems
Utah
$31.4M -$5.57K 14 0.79% Reduced
481
SW
SVB Wealth
Massachusetts
$31.3M +$417K 7 1.3% Increased
482
KI
Kalmar Investments
Delaware
$31.3M -$8.84M 1 1.61% Reduced
483
Robeco Schweiz
Robeco Schweiz
Switzerland
$31.1M -$11.5M 5 2.86% Reduced
484
RIG
Roosevelt Investment Group
New York
$31M -$9.73M 4 2.75% Reduced
485
SL
Summitry LLC
California
$30.9M +$320K 2 3% Increased
486
CIM
Corda Investment Management
Texas
$30.9M -$1.29M 1 4.78% Reduced
487
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$30.8M +$1.37M 19 1.1% Increased
488
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$30.8M -$8.17M 2 2.05% Reduced
489
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$30.8M +$11.7M 9 1.69% Increased
490
WI
Wafra Inc
New York
$30.7M +$27.5M 3 1.66% Increased
491
Barings
Barings
North Carolina
$30.6M -$188K 19 0.77% Reduced
492
HA
Halsey Associates
Connecticut
$30.4M -$1.15M 4 6.77% Reduced
493
OCG
Opus Capital Group
Ohio
$30.3M +$5.79M 4 4.48% Increased
494
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$30.1M -$3.17M 8 0.71% Reduced
495
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$30.1M -$477K 2 0.84% Reduced
496
SCM
Stevens Capital Management
Pennsylvania
$30M +$11.5M 13 1.22% Increased
497
GIM
GCA Investment Management
New York
$30M +$2.28M 2 8.67% Increased
498
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$29.8M +$16.7M 15 0.09% Increased
499
PWLP
Prio Wealth Limited Partnership
Massachusetts
$29.1M -$964K 4 1.56% Reduced
500
TAM
Third Avenue Management
New York
$29.1M -$3.81M 6 1.32% Reduced