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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
2L
22NW LP
Washington
$63.8M +$3.57M 3 39.84% Increased
477
Gotham Asset Management
Gotham Asset Management
New York
$63.6M +$1.07M 22 1.38% Increased
478
Prudential plc
Prudential plc
United Kingdom
$63.4M +$9.72M 10 0.74% Increased
479
FCI
Financial Counselors Inc
Kansas
$63.2M +$588K 7 1.28% Increased
480
Snyder Capital Management
Snyder Capital Management
California
$63.1M +$3.56M 1 1.34% Increased
481
NAM
NorthCrest Asset Manangement
Minnesota
$62.9M -$187K 8 2.49% Reduced
482
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$62.9M -$379K 23 0.53% Reduced
483
BRWA
B. Riley Wealth Advisors
Florida
$62.6M +$22.8M 20 1.4% Increased
484
Private Advisor Group
Private Advisor Group
New Jersey
$62.5M -$261K 17 0.54% Reduced
485
PAIM
Punch & Associates Investment Management
Minnesota
$62.1M +$1.51M 4 3.79% Increased
486
Waverton Investment Management
Waverton Investment Management
United Kingdom
$61.8M -$547K 2 1.76% Reduced
487
SAM
Southeastern Asset Management
Tennessee
$61.6M +$36.4M 2 2.17% Increased
488
CU
CDAM (UK)
United Kingdom
$61.1M $0 1 8.69% Maintained
489
Banco Santander
Banco Santander
Spain
$60.7M +$3.12M 7 0.8% Increased
490
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$60.2M +$2.62M 31 1.33% Increased
491
KMC
Kirr Marbach & Co
Indiana
$60.1M +$189K 4 16.58% Increased
492
Covea Finance
Covea Finance
France
$60M -$15.4M 4 3.28% Reduced
493
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$59.9M -$35.3M 12 0.57% Reduced
494
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$59.9M +$3.66M 2 2.2% Increased
495
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$59.7M -$1.86M 3 1.55% Reduced
496
MDSL
M.D. Sass LLC
New York
$59.6M -$16.7M 2 7.9% Reduced
497
VVP
Vulcan Value Partners
Alabama
$59.4M +$4.43M 1 0.75% Increased
498
AAM
AMI Asset Management
California
$59.3M -$11.4M 1 3.53% Reduced
499
Emerald Advisers
Emerald Advisers
Pennsylvania
$58.8M +$7.68M 4 2.57% Increased
500
FP
Foundry Partners
Minnesota
$58.6M -$221K 6 3.59% Reduced