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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
Bartlett & Co
Bartlett & Co
Ohio
$36.3M +$531K 7 1.35% Increased
477
ECP
Electron Capital Partners
New York
$36.3M -$5.07M 3 4.93% Reduced
478
WIC
Willis Investment Counsel
Georgia
$36.1M +$2.56M 4 2.45% Increased
479
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$36M -$1.99M 26 1.01% Reduced
480
PP
Paloma Partners
Connecticut
$35.8M +$12.4M 29 0.61% Increased
481
CTI
Community Trust & Investment
Kentucky
$35.7M -$307K 3 4.4% Reduced
482
R.M. Davis Inc
R.M. Davis Inc
Maine
$35.7M -$1.11M 4 1.27% Reduced
483
BB&T Securities
BB&T Securities
Virginia
$35.3M +$481K 16 0.32% Increased
484
ORIO
Old Republic International (ORI)
Illinois
$35.3M +$19.4M 1 0.91% Increased
485
Congress Asset Management
Congress Asset Management
Massachusetts
$35.2M -$201K 5 0.45% Reduced
486
NCGI
Next Century Growth Investors
Minnesota
$35M +$10M 8 4.36% Increased
487
KTA
Keeley-Teton Advisors
Illinois
$35M +$16.6M 8 3.41% Increased
488
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$34.9M +$7.1M 11 0.12% Increased
489
MAP
Managed Asset Portfolios
Michigan
$34.9M -$146K 1 7.89% Reduced
490
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$34.8M +$1.62M 15 0.32% Increased
491
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$34.7M -$1.28M 1 0.35% Reduced
492
Commerce Bank
Commerce Bank
Missouri
$34.7M -$132K 13 0.39% Reduced
493
Vident Investment Advisory
Vident Investment Advisory
Georgia
$34.6M -$7.43M 3 2.79% Reduced
494
RCM
Red Cedar Management
Utah
$34.6M +$1.89M 4 33.3% Increased
495
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$34.6M -$24M 12 0.5% Reduced
496
Genesis Asset Managers
Genesis Asset Managers
United Kingdom
$34.5M -$994K 1 0.98% Reduced
497
Oppenheimer & Co
Oppenheimer & Co
New York
$34.5M -$839K 19 0.94% Reduced
498
NTCM
Nut Tree Capital Management
New York
$34.4M +$2.08M 1 18.73% Increased
499
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$34.4M +$1.92M 2 0.65% Increased
500
Great Lakes Advisors
Great Lakes Advisors
Illinois
$34.3M +$6.99M 6 0.75% Increased