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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
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$27M +$3.2M 13 0.41% Increased
527
SCA
Southpoint Capital Advisors
New York
$26.9M +$12.9M 1 1.24% Increased
528
RCM
Redwood Capital Management
New York
$26.8M $0 2 3.64% Maintained
529
Zacks Investment Management
Zacks Investment Management
Illinois
$26.8M -$16.1M 10 0.77% Reduced
530
FCIM
Fairview Capital Investment Management
California
$26.7M +$89.3K 2 1.98% Increased
531
TEC
Tiger Eye Capital
Tennessee
$26.7M +$24.8M 1 3.93% New
532
Cambiar Investors
Cambiar Investors
Colorado
$26.5M +$10.1M 2 0.46% Increased
533
IAM
Impax Asset Management
New Hampshire
$26.3M -$9.73M 2 1.5% Reduced
534
Squarepoint
Squarepoint
New York
$26.3M +$14.9M 28 1.08% Increased
535
OI
Oakbrook Investments
Illinois
$26.3M +$16.4K 7 1.72% Increased
536
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$26.2M -$348K 2 1.11% Reduced
537
WIC
Willis Investment Counsel
Georgia
$26.2M -$3.17M 3 1.95% Reduced
538
ACM
Ashford Capital Management
Delaware
$26.1M -$3.38M 2 5.25% Reduced
539
CC
Cipher Capital
New York
$26M -$8.57M 12 1.74% Reduced
540
JGUA
John G. Ullman & Associates
New York
$26M -$5.29M 3 5.45% Reduced
541
Nomura Holdings
Nomura Holdings
Japan
$26M +$15M 15 0.07% Increased
542
Washington Trust
Washington Trust
Rhode Island
$25.9M -$734K 4 1.68% Reduced
543
JGC
J. Goldman & Co
New York
$25.9M -$6.49M 4 1.72% Reduced
544
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$25.8M +$435K 9 0.63% Increased
545
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$25.8M +$1.94M 1 0.59% Increased
546
GHCM
Glen Harbor Capital Management
California
$25.6M +$23.9M 22 0.7% New
547
Martingale Asset Management
Martingale Asset Management
Massachusetts
$25.4M -$7.68M 9 0.36% Reduced
548
Burney Company
Burney Company
Virginia
$25.4M -$1.07M 4 1.72% Reduced
549
ZDA
Zweig-DiMenna Associates
New York
$25.3M +$1.66M 4 1.82% Increased
550
ECP
Elk Creek Partners
Colorado
$25.2M +$10.7M 1 1.7% Increased