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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
526
VHMC
Value Holdings Management Company
New York
$25.9M +$373K 4 21.59% Increased
527
Congress Asset Management
Congress Asset Management
Massachusetts
$25.9M -$550K 4 0.72% Reduced
528
Hood River Capital Management
Hood River Capital Management
Florida
$25.7M +$5.48M 2 3.79% Increased
529
KMC
Kirr Marbach & Co
Indiana
$25.7M -$49.4K 2 5.01% Reduced
530
ZCG
Zesiger Capital Group
New York
$25.6M -$21.8K 2 10.38% Reduced
531
Gofen & Glossberg
Gofen & Glossberg
Illinois
$25.3M -$541K 2 1.31% Reduced
532
NRS
Neville Rodie & Shaw
New York
$25.3M +$368K 7 2.95% Increased
533
Alpha Wave Global
Alpha Wave Global
New York
$25.2M -$26.2M 1 2.48% Reduced
534
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
$25.1M +$3.53M 4 1.72% Increased
535
PC
Perry Capital
New York
$25.1M $0 1 0.63% Maintained
536
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$25.1M +$830K 19 1.13% Increased
537
BCM
Basswood Capital Management
New York
$25M +$912K 7 1.39% Increased
538
ICM
ICC Capital Management
Florida
$24.9M +$6.79M 5 1.8% Increased
539
PP
Paloma Partners
Connecticut
$24.8M +$15.7M 11 0.98% Increased
540
CCM
Cobalt Capital Management
New Jersey
$24.7M +$9.32M 2 2.39% Increased
541
M2MC
Matthew 25 Management Corp
Pennsylvania
$24.6M -$3.13M 1 3.65% Reduced
542
Select Equity Group
Select Equity Group
New York
$24.6M -$5.35M 1 0.33% Reduced
543
Asset Management One
Asset Management One
Japan
$24.5M +$1.8M 16 0.37% Increased
544
NG
NatWest Group
United Kingdom
$24.5M +$6.74M 17 0.71% Increased
545
NPIC
Neumeier Poma Investment Counsel
California
$24.5M -$4.57M 2 6% Reduced
546
PGIM
Pacific Global Investment Management
California
$24.4M -$3.66M 6 4.74% Reduced
547
AP
Alydar Partners
Massachusetts
$24.1M -$42.6M 3 2.01% Reduced
548
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$24.1M +$15.2M 8 2.29% Increased
549
Barings
Barings
North Carolina
$24.1M +$4.05M 16 1.03% Increased
550
CDH
Charles D. Hyman
$24.1M +$25.8K 3 4.77% Increased