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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
601
BCM
Brown Capital Management
Maryland
$21.2M -$1.72M 2 0.35% Reduced
602
OI
Oakbrook Investments
Illinois
$21.1M +$1.03M 6 1.29% Increased
603
Granahan Investment Management
Granahan Investment Management
Massachusetts
$21M -$3.59M 3 0.59% Reduced
604
CI Investments Inc
CI Investments Inc
Ontario, Canada
$20.9M -$8.75M 2 0.23% Reduced
605
TGA
Trilogy Global Advisors
Florida
$20.7M -$469K 1 0.43% Reduced
606
HBWM
Hollow Brook Wealth Management
New York
$20.7M -$11.2M 1 7.93% Reduced
607
Dodge & Cox
Dodge & Cox
California
$20.7M -$3.48M 5 0.02% Reduced
608
VFM
Viking Fund Management
North Dakota
$20.7M -$1.16M 2 2.74% Reduced
609
Gofen & Glossberg
Gofen & Glossberg
Illinois
$20.6M -$489K 3 0.87% Reduced
610
DVM
Dreman Value Management
Florida
$20.6M +$1.88M 10 1.7% Increased
611
Channing Capital Management
Channing Capital Management
Illinois
$20.5M +$443K 1 0.92% Increased
612
SCM
Stevens Capital Management
Pennsylvania
$20.4M +$5.68M 13 0.73% Increased
613
DP
DSAM Partners
United Kingdom
$20.4M +$7.83M 2 3.69% Increased
614
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$20.3M -$24.4K 3 0.09% Reduced
615
TU
TDAM USA
Ontario, Canada
$20.2M -$1.71M 4 0.92% Reduced
616
TCM
Tributary Capital Management
Nebraska
$20.2M +$1.73M 4 3.14% Increased
617
Curi RMB Capital
Curi RMB Capital
Illinois
$20.1M +$19.9M 3 1.31% Increased
618
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$20.1M +$133K 12 0.75% Increased
619
FMW
Farr Miller & Washington
District of Columbia
$19.9M +$38.1K 2 2.31% Increased
620
PCM
Pamplona Capital Management
New York
$19.9M +$19.8M 1 25.84% New
621
Whittier Trust
Whittier Trust
California
$19.9M +$92.9K 14 0.88% Increased
622
VBCP
Vollero Beach Capital Partners
New York
$19.8M -$3.77M 2 2.54% Reduced
623
Becker Capital Management
Becker Capital Management
Oregon
$19.8M -$55.1K 2 0.78% Reduced
624
CCM
Cadian Capital Management
New York
$19.8M -$427K 1 0.58% Reduced
625
CC
Cannell & Co
New York
$19.8M -$193K 2 0.56% Reduced