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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
501
LCM
Lomas Capital Management
New York
$26.9M +$28.4M 2 8.91% New
502
Aperio Group
Aperio Group
California
$26.8M +$27.8M 19 0.64% New
503
ERM
Elm Ridge Management
New York
$26.6M +$28.1M 3 3.14% New
504
Nomura Asset Management
Nomura Asset Management
Japan
$26.6M +$27.4M 8 0.53% New
505
Martingale Asset Management
Martingale Asset Management
Massachusetts
$26.5M +$26.4M 11 0.98% New
506
BCM
Brown Capital Management
Maryland
$26.5M +$27.7M 2 0.57% New
507
Placemark Investments
Placemark Investments
Illinois
$26.4M +$27.2M 18 0.56% New
508
TC
TFS Capital
Pennsylvania
$26.4M +$26.4M 22 1.11% New
509
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$26.3M +$27M 17 1.08% New
510
NAM
Netols Asset Management
Wisconsin
$26.3M +$26.9M 2 4.11% New
511
Stifel Nicolaus & Co
Stifel Nicolaus & Co
Missouri
$26.1M +$27.2M 11 0.47% New
512
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$25.9M +$27.5M 3 3.14% New
513
Gofen & Glossberg
Gofen & Glossberg
Illinois
$25.7M +$26.8M 3 1.39% New
514
AIM
ADAR Investment Management
New Jersey
$25.7M +$26.8M 1 5.95% New
515
ACM
Artha Capital Management
Connecticut
$25.6M +$27.2M 1 15.7% New
516
RHJA
Rice Hall James & Associates
California
$25.6M +$24.4M 5 2.52% New
517
HCM
Huber Capital Management
California
$25.2M +$26M 3 1.01% New
518
MDCM
Morgan Dempsey Capital Management
Wisconsin
$25.2M +$24.5M 6 9.57% New
519
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$25M +$25.8M 18 1.07% New
520
IIM
Ironwood Investment Management
Massachusetts
$24.9M +$25.3M 6 4.43% New
521
USGIU
U.S. Global Investors (USGI)
Texas
$24.8M +$26M 6 4.25% New
522
RI
Redwood Investments
Massachusetts
$24.8M +$25M 7 3.82% New
523
Numeric Investors
Numeric Investors
Massachusetts
$24.7M +$24.3M 14 0.49% New
524
NPIC
Neumeier Poma Investment Counsel
California
$24.6M +$24.5M 2 6.43% New
525
Select Equity Group
Select Equity Group
New York
$24.5M +$25.4M 1 0.35% New