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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
NPIC
Neumeier Poma Investment Counsel
California
$35.9M +$4.7M 1 3.75% Increased
477
IAM
Impax Asset Management
New Hampshire
$35.7M +$12.7M 5 2.04% Increased
478
FCM
Flinton Capital Management
Pennsylvania
$35.7M +$703K 18 1.28% Increased
479
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$35.3M +$1.91M 14 0.25% Increased
480
Vaughan David Investments
Vaughan David Investments
Illinois
$35.3M -$815K 2 1.73% Reduced
481
SCM
Schneider Capital Management
Pennsylvania
$35.1M -$11.2M 1 6.33% Reduced
482
CIM
Corda Investment Management
Texas
$35M -$1.22M 1 4.53% Reduced
483
KTA
Keeley-Teton Advisors
Illinois
$35M -$5.27M 5 1.89% Reduced
484
RIM
Rainier Investment Management
Washington
$35M -$9.45M 7 8.23% Reduced
485
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$35M -$7.12M 14 0.81% Reduced
486
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$34.9M -$380K 1 0.32% Reduced
487
RCM
Riverhead Capital Management
Delaware
$34.8M +$1.09M 27 1.63% Increased
488
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$34.6M -$4.03M 13 1.41% Reduced
489
JGUA
John G. Ullman & Associates
New York
$34.4M -$307K 4 6.71% Reduced
490
NA
Neuburgh Advisers
California
$34.4M +$1.6M 16 1.28% Increased
491
PWLP
Prio Wealth Limited Partnership
Massachusetts
$34.3M -$809K 3 1.68% Reduced
492
CCM
Clearfield Capital Management
New York
$34.3M +$31.4M 1 6.44% New
493
QAM
QCI Asset Management
New York
$34.1M +$392K 7 3.79% Increased
494
Marshall Wace Asia
Marshall Wace Asia
Hong Kong
$34M -$2.57M 1 1.61% Reduced
495
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$33.8M +$32.1M 30 0.87% New
496
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$33.8M -$5.58M 1 0.81% Reduced
497
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$33.8M -$1.46M 1 0.71% Reduced
498
RAM
RWC Asset Management
United Kingdom
$33.7M +$5.72M 1 1.88% Increased
499
Zacks Investment Management
Zacks Investment Management
Illinois
$33.5M -$7.02M 9 0.78% Reduced
500
Moore Capital Management
Moore Capital Management
New York
$33.2M +$6.38M 2 0.64% Increased