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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
ICAP
Independence Capital Asset Partners
Colorado
$29.1M +$27.1M 2 4.02% New
502
SEI Investments
SEI Investments
Pennsylvania
$29.1M +$30.4M 28 0.26% New
503
Rathbones Group
Rathbones Group
United Kingdom
$29M -$11.6M 6 1.91% Reduced
504
Commerce Bank
Commerce Bank
Missouri
$29M -$333K 8 0.46% Reduced
505
WC
Weatherbie Capital
Massachusetts
$28.9M -$14.1M 2 2.69% Reduced
506
Eventide Asset Management
Eventide Asset Management
Massachusetts
$28.8M +$2.53M 3 3.15% Increased
507
NPIC
Neumeier Poma Investment Counsel
California
$28.8M +$87.5K 2 6.82% Increased
508
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$28.6M +$544K 3 1.34% Increased
509
Becker Capital Management
Becker Capital Management
Oregon
$28.5M +$20.3M 2 1.11% Increased
510
Los Angeles Capital Management
Los Angeles Capital Management
California
$28.2M -$17M 13 0.26% Reduced
511
Braun Stacey Associates
Braun Stacey Associates
New York
$28.2M -$11.4M 2 1.72% Reduced
512
ELC
Edgar Lomax Company
Virginia
$28.1M +$29.9M 1 1.76% New
513
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$28M +$4.28M 3 0.56% Increased
514
VFM
Viking Fund Management
North Dakota
$28M -$7.58M 2 3.96% Reduced
515
BCM
Basswood Capital Management
New York
$27.9M +$2.85M 5 1.3% Increased
516
HBWM
Hollow Brook Wealth Management
New York
$27.8M $0 1 8.99% Maintained
517
Dodge & Cox
Dodge & Cox
California
$27.6M -$247M 5 0.03% Reduced
518
LCM
Logan Capital Management
Pennsylvania
$27.6M -$904K 6 1.99% Reduced
519
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$27.5M +$1.12M 5 1.59% Increased
520
UBS O'Connor
UBS O'Connor
Illinois
$27.4M -$57.2M 8 0.48% Reduced
521
DAM
Deltec Asset Management
New York
$27.2M -$568K 6 5.97% Reduced
522
TI
Think Investments
California
$27.2M +$24.6M 1 9.68% New
523
Washington Trust
Washington Trust
Rhode Island
$27.2M +$265K 3 1.87% Increased
524
LCM
LionEye Capital Management
New York
$27.1M -$10M 1 2.41% Reduced
525
RBA
Richard Bernstein Advisors
New York
$27.1M $0 14 2.8% Maintained