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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
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$35.9M +$995K 11 0.7% Increased
502
LPAM
Legion Partners Asset Management
California
$35.7M -$715K 1 8.85% Reduced
503
Seizert Capital Partners
Seizert Capital Partners
Michigan
$35.3M $0 3 1.29% Maintained
504
NCM
Narwhal Capital Management
Georgia
$35.3M -$54.4K 2 8.21% Reduced
505
Creative Planning
Creative Planning
Kansas
$35.2M +$262K 16 0.14% Increased
506
SCM
Snow Capital Management
Pennsylvania
$35.2M +$1.52M 5 1.61% Increased
507
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$35.1M -$9.85M 12 0.45% Reduced
508
SCM
Schneider Capital Management
Pennsylvania
$34.9M +$5.61M 2 6.85% Increased
509
Global X Management Company
Global X Management Company
New York
$34.7M +$6.91M 32 0.62% Increased
510
ACM
Ashford Capital Management
Delaware
$34.4M +$551K 2 4.54% Increased
511
BB&T Securities
BB&T Securities
Virginia
$34.3M +$7.5M 15 0.37% Increased
512
BG
Bollard Group
Massachusetts
$34.3M +$582K 4 1.58% Increased
513
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$34.3M -$17M 7 0.25% Reduced
514
FCIM
Fairview Capital Investment Management
California
$34.2M +$1.31M 2 1.99% Increased
515
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$34.1M -$2.76M 14 0.21% Reduced
516
ECP
Elk Creek Partners
Colorado
$34.1M -$5.89M 2 1.88% Reduced
517
PineBridge Investments
PineBridge Investments
New York
$34.1M +$14.2M 13 0.84% Increased
518
PWLP
Prio Wealth Limited Partnership
Massachusetts
$34M -$825K 4 1.68% Reduced
519
FCM
Flinton Capital Management
Pennsylvania
$34M -$586K 18 1.1% Reduced
520
WC
Wynnefield Capital
New York
$33.7M +$26.2M 2 12.45% Increased
521
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$33.7M +$10.6M 7 0.29% Increased
522
1C
1060 Capital
Colorado
$33.6M -$15M 2 9.01% Reduced
523
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$33.6M -$7.39M 1 0.95% Reduced
524
WBC
Westpac Banking Corp
Australia
$33.6M -$1.02M 9 0.64% Reduced
525
1SAMC
12th Street Asset Management Company
Tennessee
$33.5M -$4.66M 1 8.08% Reduced