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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
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$49.6M +$5.48M 2 1.54% Increased
502
Alpha Wave Global
Alpha Wave Global
New York
$49.5M +$43.4M 2 3.08% New
503
MAM
Montanaro Asset Management
United Kingdom
$49.3M +$1.97M 1 7.25% Increased
504
Pinnacle Associates
Pinnacle Associates
New York
$49.2M -$2.81M 12 0.94% Reduced
505
Hosking Partners
Hosking Partners
United Kingdom
$48.5M -$1.73M 1 1.14% Reduced
506
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$48.4M -$1.67M 29 1.2% Reduced
507
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$48.3M +$784K 31 1.26% Increased
508
WCM Investment Management
WCM Investment Management
California
$48.2M +$2.39M 3 0.13% Increased
509
HCM
Hodges Capital Management
Texas
$48.2M -$3.75M 7 6.67% Reduced
510
LPU
Lansdowne Partners (UK)
United Kingdom
$48.2M -$42.7M 1 1.57% Reduced
511
SCM
Sandler Capital Management
New York
$47.8M +$12.5M 5 4.08% Increased
512
PAIM
Punch & Associates Investment Management
Minnesota
$47.7M +$1.09M 5 2.86% Increased
513
BOK Financial
BOK Financial
Oklahoma
$47.6M +$744K 14 0.87% Increased
514
WestEnd Advisors
WestEnd Advisors
North Carolina
$47.5M -$5.91M 1 1.91% Reduced
515
JIR
James Investment Research
Ohio
$47.4M +$2.78M 10 4.31% Increased
516
Nicholas Company
Nicholas Company
Wisconsin
$47.3M +$9.4M 4 0.88% Increased
517
TCW Group
TCW Group
California
$46.9M +$16.4M 7 0.45% Increased
518
RG
Renaissance Group
Kentucky
$46.7M -$7.35M 6 1.97% Reduced
519
Burney Company
Burney Company
Virginia
$46.7M -$939K 8 2.3% Reduced
520
JGUA
John G. Ullman & Associates
New York
$46.6M -$3.56M 5 6.25% Reduced
521
LSA
L & S Advisors
California
$46.6M +$14.9M 9 5.29% Increased
522
RCM
Rutabaga Capital Management
Massachusetts
$46.5M +$1.39M 8 21.37% Increased
523
Swiss Life Asset Management
Swiss Life Asset Management
$46M +$4.46M 6 0.66% Increased
524
PPCM
Pillar Pacific Capital Management
California
$45.9M -$14.5K 7 3.55% Reduced
525
ZDA
Zweig-DiMenna Associates
New York
$45.5M +$28.9M 4 3.16% Increased