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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
UMB Bank
UMB Bank
Missouri
$17.8M +$4.3M 4 0.64% Increased
577
RHBC
R.H. Bluestein & Co
Michigan
$17.7M -$45.3M 10 1.5% Reduced
578
FSCM
Front Street Capital Management
Montana
$17.6M +$2.14M 2 6.37% Increased
579
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$17.6M -$440K 4 0.63% Reduced
580
AI
Atom Investors
Texas
$17.6M +$9.11M 6 1.55% Increased
581
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$17.6M -$145K 3 1.54% Reduced
582
SC
Steginsky Capital
New York
$17.6M +$1.92M 1 12.25% Increased
583
FWSM
First Wilshire Securities Management
California
$17.6M -$6.79M 6 9.88% Reduced
584
BAPIM
British Airways Pensions Investment Management
United Kingdom
$17.6M -$6.7M 2 0.92% Reduced
585
Sit Investment Associates
Sit Investment Associates
Minnesota
$17.5M +$46.2K 10 0.66% Increased
586
IECM
Intrinsic Edge Capital Management
Illinois
$17.4M +$7.53M 4 2.31% Increased
587
STB
S&T Bank
Pennsylvania
$17.4M -$1.89M 3 4.78% Reduced
588
Första AP-fonden
Första AP-fonden
Sweden
$17.3M +$20.2M 6 0.62% Increased
589
MCM
Maryland Capital Management
Maryland
$17.2M +$361K 2 2.03% Increased
590
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$17.1M -$2.54M 28 1.24% Reduced
591
Quilter Plc
Quilter Plc
United Kingdom
$17.1M +$36.8K 5 1.13% Increased
592
RGI
River Global Investors
United Kingdom
$17.1M -$14.8M 3 1.56% Reduced
593
EP
Edgestream Partners
New Jersey
$17.1M -$4.46M 3 1.58% Reduced
594
Nissay Asset Management
Nissay Asset Management
Japan
$17.1M -$2.96M 7 0.43% Reduced
595
QAM
QCI Asset Management
New York
$17M +$18.4M 7 1.66% Increased
596
Burney Company
Burney Company
Virginia
$17M +$4.25M 4 1.31% Increased
597
SGAM
Smith Group Asset Management
Texas
$17M -$1.24M 4 0.93% Reduced
598
KOCAA
Knights of Columbus Asset Advisors
Connecticut
$17M -$4M 10 2.14% Reduced
599
PFC
Phocas Financial Corp
California
$16.9M +$4.04M 4 3.41% Increased
600
CU
CDAM (UK)
United Kingdom
$16.9M +$26.4M 1 3.76% New