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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
FCI
Financial Counselors Inc
Kansas
$52.2M -$1.5M 5 1.07% Reduced
502
MML Investors Services
MML Investors Services
Massachusetts
$52.1M +$5.11M 22 0.38% Increased
503
RG
Renaissance Group
Kentucky
$52.1M -$2.35M 6 2.12% Reduced
504
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$51.9M +$744K 32 1.14% Increased
505
ECG
Edge Capital Group
Georgia
$51.7M +$3.11M 3 3.67% Increased
506
HCC
Hill City Capital
Massachusetts
$51.5M -$6.03M 1 11.72% Reduced
507
WI
Wafra Inc
New York
$51.3M -$14.1M 2 1.62% Reduced
508
CC
Cannell Capital
Wyoming
$51.3M +$12.3M 5 8.15% Increased
509
WIC
Willis Investment Counsel
Georgia
$51.1M +$1.23M 4 2.69% Increased
510
FSCM
Front Street Capital Management
Montana
$50.8M +$3.04M 2 9.37% Increased
511
NAM
NorthCrest Asset Manangement
Minnesota
$50.7M +$49.6M 7 2.79% New
512
MSL
Mackay Shields LLC
New York
$50.7M -$1.45M 8 0.42% Reduced
513
EP
Edgestream Partners
New Jersey
$50.6M -$7.71M 11 3.15% Reduced
514
TCIM
TOMS Capital Investment Management
New York
$50.2M -$21.6M 1 2.96% Reduced
515
QI
QV Investors
Alberta, Canada
$50M -$16M 1 3.48% Reduced
516
BBCM
Broad Bay Capital Management
New York
$49.8M -$12.1M 1 6.03% Reduced
517
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$49.6M +$12.5M 22 0.11% Increased
518
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$49.5M +$14.7M 15 0.37% Increased
519
Banco Santander
Banco Santander
Spain
$49.4M -$6.53M 6 0.27% Reduced
520
Cetera Advisor Networks
Cetera Advisor Networks
California
$49.3M +$5.79M 16 0.6% Increased
521
PEAK6 Investments
PEAK6 Investments
Illinois
$49.2M +$18.2M 15 0.1% Increased
522
CC
Cannell & Co
New York
$49.2M +$18.3M 4 1.39% Increased
523
Kestra Advisory Services
Kestra Advisory Services
Texas
$49.1M +$5.36M 25 0.5% Increased
524
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$49.1M -$11.8M 12 0.25% Reduced
525
Pacer Advisors
Pacer Advisors
Pennsylvania
$49M +$1.62M 24 0.5% Increased