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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
Barings
Barings
North Carolina
$31.2M +$520K 14 0.94% Increased
527
Brinker Capital
Brinker Capital
Pennsylvania
$31.1M -$9.75M 1 2.15% Reduced
528
CCM
Cadence Capital Management
Massachusetts
$31.1M -$9.56M 5 1.49% Reduced
529
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$31.1M -$3.97M 7 0.74% Reduced
530
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$31M -$426K 4 1.51% Reduced
531
NCM
Narwhal Capital Management
Georgia
$30.9M +$10.2K 3 11.82% Increased
532
HBWM
Hollow Brook Wealth Management
New York
$30.8M -$3.15M 1 10.46% Reduced
533
Eventide Asset Management
Eventide Asset Management
Massachusetts
$30.7M +$2.38M 3 4.18% Increased
534
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$30.7M +$715K 7 0.32% Increased
535
TC
TFS Capital
Pennsylvania
$30.5M -$10.8M 22 2.4% Reduced
536
IIM
Ironwood Investment Management
Massachusetts
$30.5M -$3.26M 7 4.85% Reduced
537
Samlyn Capital
Samlyn Capital
New York
$30.2M -$16.7M 1 0.69% Reduced
538
GBCP
Glade Brook Capital Partners
Connecticut
$30.1M +$21.9M 2 2.63% Increased
539
Caxton Associates (New York)
Caxton Associates (New York)
New York
$30.1M +$18.4M 1 1.58% Increased
540
NPIC
Neumeier Poma Investment Counsel
California
$30.1M -$223K 2 7.16% Reduced
541
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$30M -$6.79M 26 1.02% Reduced
542
TCM
Tygh Capital Management
Oregon
$29.9M -$17.1M 7 6.37% Reduced
543
GP
GLG Partners
United Kingdom
$29.8M +$4.06M 7 0.71% Increased
544
GAM
GVO Asset Management
Switzerland
$29.7M +$30.2M 1 3.25% New
545
VAM
Visium Asset Management
New York
$29.6M +$10.6M 16 0.46% Increased
546
Gofen & Glossberg
Gofen & Glossberg
Illinois
$29.5M -$324K 2 1.3% Reduced
547
Washington Trust
Washington Trust
Rhode Island
$29.3M +$110K 3 2.15% Increased
548
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$29.3M -$15M 5 0.57% Reduced
549
OI
Oakbrook Investments
Illinois
$29.2M -$5.11M 11 0.88% Reduced
550
RBA
Richard Bernstein Advisors
New York
$29.2M +$449K 14 3.43% Increased