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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
551
MDCM
Morgan Dempsey Capital Management
Wisconsin
$20.2M -$5.37M 6 7.74% Reduced
552
Calamos Advisors
Calamos Advisors
Illinois
$20.1M -$15.6M 5 0.13% Reduced
553
Curi RMB Capital
Curi RMB Capital
Illinois
$20M -$4.23M 3 0.92% Reduced
554
CBOA
Commonwealth Bank of Australia
Australia
$19.9M +$2.36M 13 0.26% Increased
555
Los Angeles Capital Management
Los Angeles Capital Management
California
$19.9M -$3.95M 7 0.18% Reduced
556
SGCIA
Smith Graham & Co Investment Advisors
Texas
$19.9M -$1.37M 4 2.82% Reduced
557
GIG
Goodnow Investment Group
Connecticut
$19.8M -$7.11M 2 3.93% Reduced
558
NIM
NXG Investment Management
Texas
$19.7M -$1.52M 5 0.85% Reduced
559
WIC
Willis Investment Counsel
Georgia
$19.7M +$2.55M 3 1.79% Increased
560
FCIM
Fairview Capital Investment Management
California
$19.6M +$1.59M 2 1.66% Increased
561
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$19.5M -$484K 26 0.99% Reduced
562
Robeco Schweiz
Robeco Schweiz
Switzerland
$19.4M +$193K 3 1.67% Increased
563
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$19.4M +$20.2M 10 0.25% New
564
HBK Investments
HBK Investments
Texas
$19.4M +$4.26M 12 0.18% Increased
565
Commerce Bank
Commerce Bank
Missouri
$19.4M -$1.59M 8 0.32% Reduced
566
Driehaus Capital Management
Driehaus Capital Management
Illinois
$19.2M -$9.54M 9 0.65% Reduced
567
Zacks Investment Management
Zacks Investment Management
Illinois
$19.2M -$2.33M 6 0.63% Reduced
568
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$19.2M -$1.94M 2 1.55% Reduced
569
SCM
Stevens Capital Management
Pennsylvania
$19.1M +$15.8M 10 0.75% Increased
570
BIM
BRC Investment Management
Colorado
$19M +$19M 1 2.79% New
571
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$18.9M -$2.64M 2 2.07% Reduced
572
WA
Westport Advisers
Connecticut
$18.9M -$361K 1 2.73% Reduced
573
MHP
Manatuck Hill Partners
Connecticut
$18.9M +$14M 3 6.31% Increased
574
MAM
Marketfield Asset Management
New York
$18.8M -$24M 1 1.86% Reduced
575
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$18.8M -$2.31M 10 0.63% Reduced