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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
AIM
Assured Investment Management
New York
$24.8M +$7.79M 10 0.57% Increased
502
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$24.7M -$691K 1 0.25% Reduced
503
Palisade Capital Management
Palisade Capital Management
New Jersey
$24.7M -$7.57M 6 0.9% Reduced
504
Eventide Asset Management
Eventide Asset Management
Massachusetts
$24.6M $0 1 1.5% Maintained
505
AHL Partners
AHL Partners
United Kingdom
$24.6M -$952K 17 1.33% Reduced
506
GPGA
Grandeur Peak Global Advisors
Utah
$24.4M +$572K 4 5.28% Increased
507
Barings
Barings
North Carolina
$24.4M -$1.83M 16 0.63% Reduced
508
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan
Michigan
$24.4M +$2.65M 31 1.31% Increased
509
UBS O'Connor
UBS O'Connor
Illinois
$24.3M -$80.5M 4 0.52% Reduced
510
HA
Halsey Associates
Connecticut
$24.3M -$1.04M 4 5.41% Reduced
511
CPIM
Columbia Partners Investment Management
Virginia
$24M +$4.25M 7 1.78% Increased
512
SGCIA
Smith Graham & Co Investment Advisors
Texas
$23.8M -$1.24M 4 3.28% Reduced
513
Washington Trust
Washington Trust
Rhode Island
$23.8M -$506K 3 1.61% Reduced
514
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$23.7M +$3.34M 10 0.27% Increased
515
SL
Summitry LLC
California
$23.7M +$783K 2 2.44% Increased
516
OI
Oakbrook Investments
Illinois
$23.7M +$3.47M 7 1.31% Increased
517
TC
Towle & Co
Colorado
$23.6M +$152K 2 4.37% Increased
518
Engineers Gate Manager
Engineers Gate Manager
New York
$23.6M +$7.38M 9 1.7% Increased
519
PWLP
Prio Wealth Limited Partnership
Massachusetts
$23.6M +$131K 3 1.29% Increased
520
NA
Navellier & Associates
Nevada
$23.5M -$5.54M 4 3.51% Reduced
521
CIP
Champlain Investment Partners
Vermont
$23.5M +$6.21M 1 0.4% Increased
522
FCIM
Fairview Capital Investment Management
California
$23.4M +$1.09M 2 1.9% Increased
523
MIHAS
Maj Invest Holding A/S
Denmark
$23.4M +$1.72M 1 4.11% Increased
524
CCPM
Cooper Creek Partners Management
New York
$23.3M +$8.97M 4 14.76% Increased
525
BP
Banbury Partners
North Carolina
$23.3M -$4.39M 1 8.55% Reduced