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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
Sit Investment Associates
Sit Investment Associates
Minnesota
$37.7M -$4.38M 8 0.97% Reduced
477
Chilton Investment Company
Chilton Investment Company
Connecticut
$37.5M -$1.96M 2 1.23% Reduced
478
R.M. Davis Inc
R.M. Davis Inc
Maine
$37.5M +$374K 4 1.36% Increased
479
Xact Kapitalforvaltning
Xact Kapitalforvaltning
Sweden
$37.4M -$1.74M 27 0.79% Reduced
480
Prio Wealth Limited Partnership
Prio Wealth Limited Partnership
Massachusetts
$37.1M +$167K 4 1.69% Increased
481
Creative Planning
Creative Planning
Kansas
$37M +$95.7K 15 0.14% Increased
482
RI
Redwood Investments
Massachusetts
$37M -$19.2M 4 2.88% Reduced
483
RWC Asset Management
RWC Asset Management
United Kingdom
$36.8M +$4.79M 2 1.67% Increased
484
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$36.7M +$2.45M 14 0.35% Increased
485
AIM
Assured Investment Management
New York
$36.7M -$13.3M 17 0.67% Reduced
486
Heartland Advisors
Heartland Advisors
Wisconsin
$36.7M -$5.95M 3 2.45% Reduced
487
CC
Cannell Capital
Wyoming
$36.3M +$33.8K 3 9.64% Increased
488
Southpoint Capital Advisors
Southpoint Capital Advisors
New York
$36M -$12.2M 1 1.39% Reduced
489
Curi RMB Capital
Curi RMB Capital
Illinois
$35.9M -$11.2M 10 0.86% Reduced
490
VDBMI
Van Den Berg Management I
Texas
$35.9M -$494K 4 3.82% Reduced
491
GA
GFS Advisors
Texas
$35.6M -$12.7M 2 9.08% Reduced
492
Halsey Associates
Halsey Associates
Connecticut
$35.5M +$27.4K 4 6.31% Increased
493
SCM
Schneider Capital Management
Pennsylvania
$35.3M +$3.52M 2 6.89% Increased
494
Samlyn Capital
Samlyn Capital
New York
$35M -$26.5M 2 0.79% Reduced
495
Skylands Capital
Skylands Capital
Wisconsin
$34.8M +$13.5M 7 4.5% Increased
496
John G. Ullman & Associates
John G. Ullman & Associates
New York
$34.8M +$4.88M 5 6.33% Increased
497
Oppenheimer & Co
Oppenheimer & Co
New York
$34.6M -$5.47M 16 0.88% Reduced
498
Hawk Ridge Capital Management
Hawk Ridge Capital Management
California
$34.4M +$13.2M 2 7.58% Increased
499
PSCM
Prince Street Capital Management
New York
$34.4M +$19.2M 3 7.28% Increased
500
WI
Wafra Inc
New York
$34.4M -$5M 3 1.17% Reduced