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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
Trillium Asset Management
Trillium Asset Management
Massachusetts
$25.8M +$2.81M 5 1.36% Increased
477
Manning & Napier Group
Manning & Napier Group
New York
$25.7M +$3.38M 2 0.3% Increased
478
Rathbones Group
Rathbones Group
United Kingdom
$25.6M -$79K 5 0.75% Reduced
479
DCM
Dupont Capital Management
Delaware
$25.6M -$8.97M 23 0.61% Reduced
480
SC
Skylands Capital
Wisconsin
$25.6M -$599K 6 5.68% Reduced
481
SAM
Shell Asset Management
Netherlands
$25.6M -$94.8K 26 0.71% Reduced
482
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$25.5M +$701K 11 0.5% Increased
483
JGUA
John G. Ullman & Associates
New York
$25.1M +$159K 5 6.66% Increased
484
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$25.1M -$13.6M 6 0.58% Reduced
485
BRF
B. Riley Financial
California
$25M +$40.8M 1 17.07% Increased
486
LIM
Lathrop Investment Management
Arkansas
$24.8M -$1.03M 2 8.74% Reduced
487
Castleark Management
Castleark Management
Illinois
$24.8M -$11.4M 5 1.47% Reduced
488
OCAM
Onex Canada Asset Management
Ontario, Canada
$24.8M +$5.01M 2 1.64% Increased
489
TC
Towle & Co
Colorado
$24.5M +$17.9M 2 5.95% Increased
490
Jefferies Group
Jefferies Group
New York
$24.5M -$10M 10 0.27% Reduced
491
R.M. Davis Inc
R.M. Davis Inc
Maine
$24.4M -$2.56M 3 1.02% Reduced
492
KA
Kerrisdale Advisers
Florida
$24.4M -$1.99M 1 4.66% Reduced
493
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$24.3M -$26M 9 0.41% Reduced
494
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$24.2M -$3.83M 7 0.93% Reduced
495
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$24.1M +$1.88M 25 0.09% Increased
496
TCM
Tygh Capital Management
Oregon
$24.1M -$10.6M 6 5.39% Reduced
497
SCM
SG Capital Management
Illinois
$24M -$14.9M 5 11.09% Reduced
498
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$23.9M -$77.5K 2 2.14% Reduced
499
BCM
Brightlight Capital Management
Connecticut
$23.9M +$7.73M 2 18.4% Increased
500
RI
Redwood Investments
Massachusetts
$23.7M +$6.52M 2 2.8% Increased