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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
RAA
RWC Asset Advisors
Florida
$69.8M +$4.09M 2 13.93% Increased
577
GIA
Guyasuta Investment Advisors
Pennsylvania
$69.6M +$9.94M 7 4.37% Increased
578
Madison Asset Management
Madison Asset Management
Wisconsin
$69.4M -$478K 4 0.78% Reduced
579
Madison Investment Advisors
Madison Investment Advisors
Wisconsin
$69.4M +$68.9M 4 0.78% New
580
TC
TownSquare Capital
Utah
$69.4M -$6.61M 31 0.78% Reduced
581
PAIM
Punch & Associates Investment Management
Minnesota
$69.3M -$884K 4 3.78% Reduced
582
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$69.2M +$19.2M 25 0.67% Increased
583
BCAM
Boston Common Asset Management
Massachusetts
$69.1M -$1.06M 6 2.01% Reduced
584
CAM
Cidel Asset Management
Ontario, Canada
$69.1M +$6.09M 7 4.65% Increased
585
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$68.9M -$8.27M 14 2.27% Reduced
586
NAAA
New Age Alpha Advisors
New York
$68.8M +$72.6M 17 2.78% New
587
Chilton Investment Company
Chilton Investment Company
Connecticut
$68.4M -$114K 4 1.76% Reduced
588
Weiss Asset Management
Weiss Asset Management
Massachusetts
$68.3M +$28.4M 12 1.28% Increased
589
Burney Company
Burney Company
Virginia
$68M +$2.08M 14 2.4% Increased
590
Stephens Inc
Stephens Inc
Arkansas
$68M -$5.93M 16 0.95% Reduced
591
CRM
Cramer Rosenthal McGlynn
Connecticut
$67.9M -$36.5M 5 3.84% Reduced
592
Vest Financial
Vest Financial
Virginia
$67.7M +$5.9M 7 1.2% Increased
593
Washington Trust
Washington Trust
Rhode Island
$67.6M -$182K 14 2.42% Reduced
594
Avantax Advisory Services
Avantax Advisory Services
Texas
$67.3M +$3.18M 36 0.42% Increased
595
OFI Invest Asset Management
OFI Invest Asset Management
France
$66.8M +$74.1M 8 1.58% New
596
CCPM
Cooper Creek Partners Management
New York
$66.7M -$32.6M 2 2.06% Reduced
597
Mesirow Financial Investment Management
Mesirow Financial Investment Management
Illinois
$66.2M +$873K 9 1.32% Increased
598
DCP
Distillate Capital Partners
Illinois
$66.1M +$49.6M 4 3.25% Increased
599
Douglas Lane & Associates
Douglas Lane & Associates
New York
$65.9M -$831K 6 0.93% Reduced
600
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$65.5M +$18.7M 5 0.37% Increased