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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
CHCM
Columbus Hill Capital Management
New Jersey
$24.3M -$608K 1 3.12% Reduced
577
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$24.3M -$1.39M 20 0.33% Reduced
578
Yacktman Asset Management
Yacktman Asset Management
Texas
$24.2M +$4.21M 2 0.36% Increased
579
RCM
Rutabaga Capital Management
Massachusetts
$24.2M -$1.54M 8 13.77% Reduced
580
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$24.1M +$4.45M 19 0.47% Increased
581
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$24.1M -$724K 51 1.09% Reduced
582
NSCM
New South Capital Management
Tennessee
$24.1M -$93.4K 1 0.92% Reduced
583
Perpetual Ltd
Perpetual Ltd
Australia
$24M +$3.04M 7 1.73% Increased
584
CAM
Claret Asset Management
Quebec, Canada
$23.9M +$489K 5 5.32% Increased
585
Old National Bancorp
Old National Bancorp
Indiana
$23.8M +$2.33M 8 1.15% Increased
586
RiverFront Investment Group
RiverFront Investment Group
Virginia
$23.7M -$637K 1 0.56% Reduced
587
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$23.7M -$830K 8 0.81% Reduced
588
STB
S&T Bank
Pennsylvania
$23.6M +$96.2K 3 5.39% Increased
589
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$23.6M -$2.36M 20 1.11% Reduced
590
JVBC
J.V. Bruni & Co
Colorado
$23.4M +$22M 2 4.66% New
591
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$23.3M +$1.99M 3 0.32% Increased
592
SC
Steginsky Capital
New York
$23.2M +$1.01M 1 13.1% Increased
593
EP
Edgestream Partners
New Jersey
$23.1M +$768K 4 1.49% Increased
594
ELC
Edgar Lomax Company
Virginia
$22.9M +$941K 1 1.77% Increased
595
FSCM
Front Street Capital Management
Montana
$22.9M +$2.89M 2 6.4% Increased
596
MA
Minerva Advisors
Pennsylvania
$22.9M -$376K 3 15.41% Reduced
597
BAPIM
British Airways Pensions Investment Management
United Kingdom
$22.8M +$13M 2 0.91% Increased
598
CC
Criteria Caixa
Spain
$22.7M $0 2 5.15% Maintained
599
HCM
Hilton Capital Management
New York
$22.6M +$20.9M 2 2.72% Increased
600
KCM
Kingdon Capital Management
New York
$22.5M +$552K 1 2.53% Increased