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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
Knights of Columbus Asset Advisors
Knights of Columbus Asset Advisors
Connecticut
$40.8M -$4.26M 12 4.34% Reduced
502
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$40.7M -$2.18M 27 1.03% Reduced
503
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$40.4M +$15.2M 24 0.57% Increased
504
Front Barnett Associates
Front Barnett Associates
Illinois
$40.4M +$481K 2 4.79% Increased
505
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$40M +$6.65M 11 0.62% Increased
506
Trinity Street Asset Management
Trinity Street Asset Management
United Kingdom
$39.5M +$38M 1 3.71% New
507
Farr Miller & Washington
Farr Miller & Washington
District of Columbia
$39.5M +$70.6K 4 3.02% Increased
508
Pinnacle Associates
Pinnacle Associates
New York
$39.5M +$584K 11 0.8% Increased
509
John G. Ullman & Associates
John G. Ullman & Associates
New York
$39.4M +$3.84M 6 6.11% Increased
510
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$39.4M -$27.7M 4 0.47% Reduced
511
UMB Bank
UMB Bank
Missouri
$39.2M +$6.78M 4 1.05% Increased
512
Marathon Asset Management (UK)
Marathon Asset Management (UK)
United Kingdom
$39.1M -$1.37M 1 0.55% Reduced
513
Front Street Capital Management
Front Street Capital Management
Montana
$38.8M +$719K 2 8.52% Increased
514
HCM
Hahn Capital Management
California
$38.7M -$1.06M 3 7.94% Reduced
515
IM
Islet Management
New York
$38.7M +$9.6M 2 1.77% Increased
516
WCM Investment Management
WCM Investment Management
California
$38.6M +$315K 3 0.1% Increased
517
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$38.4M +$14.6M 12 0.89% Increased
518
Skylands Capital
Skylands Capital
Wisconsin
$38.3M -$7.13M 5 5.56% Reduced
519
Southeastern Asset Management
Southeastern Asset Management
Tennessee
$38.3M -$14.6M 1 0.86% Reduced
520
Tributary Capital Management
Tributary Capital Management
Nebraska
$37.7M -$14.8M 5 2.71% Reduced
521
Voloridge Investment Management
Voloridge Investment Management
Florida
$37.6M -$16M 20 0.32% Reduced
522
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$37.5M -$30.6M 2 1.48% Reduced
523
Hosking Partners
Hosking Partners
United Kingdom
$37.3M -$1.56M 1 0.96% Reduced
524
MCI
McDonald Capital Investors
California
$37.3M -$794K 1 3.1% Reduced
525
Punch & Associates Investment Management
Punch & Associates Investment Management
Minnesota
$37.3M +$11.5M 5 2.6% Increased