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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
576
NI
Nuance Investments
Missouri
$24.6M +$22.2M 1 1.27% Increased
577
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$24.5M +$7.4M 3 1.83% Increased
578
SCA
Summit Creek Advisors
Minnesota
$24.4M +$4.17M 2 4.35% Increased
579
CC
Cannell & Co
New York
$24.3M +$2.21M 4 0.94% Increased
580
DIA
Dean Investment Associates
Ohio
$24.3M +$2.39M 5 3.53% Increased
581
SAM
Securian Asset Management
Minnesota
$24.3M +$574K 20 0.58% Increased
582
FA
Friess Associates
Delaware
$24.1M +$1.91M 2 1.76% Increased
583
QIM
Quantitative Investment Management
Virginia
$24M +$8.76M 17 1.39% Increased
584
Martingale Asset Management
Martingale Asset Management
Massachusetts
$24M -$1.6M 8 0.26% Reduced
585
Country Trust Bank
Country Trust Bank
Illinois
$23.9M -$608K 5 1.06% Reduced
586
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$23.9M +$4.3M 3 0.14% Increased
587
MCM
Maryland Capital Management
Maryland
$23.9M +$1.02M 3 2.96% Increased
588
Driehaus Capital Management
Driehaus Capital Management
Illinois
$23.9M -$2.48M 7 0.9% Reduced
589
PPCM
Pillar Pacific Capital Management
California
$23.9M -$539K 8 2.76% Reduced
590
NCGI
Next Century Growth Investors
Minnesota
$23.8M -$16.7M 6 3.18% Reduced
591
SIM
Spark Investment Management
New York
$23.8M +$10.6M 6 1.1% Increased
592
BA
Boston Advisors
Massachusetts
$23.8M +$3.02M 8 1.22% Increased
593
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$23.7M $0 1 0.26% Maintained
594
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$23.5M -$1.46M 10 0.21% Reduced
595
2L
22NW LP
Washington
$23.5M -$15.1M 7 16.36% Reduced
596
PAG
Pinnacle Advisory Group
Maryland
$23.4M +$4.05M 1 1.64% Increased
597
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$23.3M -$581K 19 1% Reduced
598
SL
Summitry LLC
California
$23.3M +$66.2K 2 2.02% Increased
599
MA
Minerva Advisors
Pennsylvania
$23.2M +$257K 3 13.06% Increased
600
Nicholas Company
Nicholas Company
Wisconsin
$23.2M -$4.38M 3 0.55% Reduced