← All themes

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
RCMC
RK Capital Management (Colorado)
Colorado
$17.8M -$5.67M 2 3.17% Reduced
602
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$17.8M +$8.11M 1 1.13% Increased
603
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$17.7M +$1.73M 3 0.79% Increased
604
IRF
IBM Retirement Fund
New York
$17.6M -$756K 15 0.63% Reduced
605
MPIA
Mountain Pacific Investment Advisers
Idaho
$17.5M +$210K 1 2.01% Increased
606
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$17.4M +$147K 8 1.27% Increased
607
Personal Capital Advisors
Personal Capital Advisors
California
$17.3M +$2.22M 2 0.66% Increased
608
PCM
Perritt Capital Management
Illinois
$17.2M -$6.75M 10 4.53% Reduced
609
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$17.2M +$3.01M 19 0.32% Increased
610
PIA
Piedmont Investment Advisors
North Carolina
$17.1M +$1.03M 9 0.35% Increased
611
Intact Investment Management
Intact Investment Management
Quebec, Canada
$17.1M +$2.55M 4 0.69% Increased
612
JVBC
J.V. Bruni & Co
Colorado
$17M -$189K 1 3.36% Reduced
613
SCM
Sandler Capital Management
New York
$16.9M +$161K 2 2.23% Increased
614
DCM
Dynamic Capital Management
Jersey
$16.9M +$14.1M 10 1.98% Increased
615
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$16.8M -$193K 1 0.42% Reduced
616
SCM
Stevens Capital Management
Pennsylvania
$16.8M -$11M 9 0.67% Reduced
617
TS
Twin Securities
New York
$16.7M -$1.92M 1 3.02% Reduced
618
TCTC Holdings
TCTC Holdings
Texas
$16.6M -$124K 1 1.12% Reduced
619
CA
Cullinan Associates
Kentucky
$16.5M +$353K 4 1.34% Increased
620
Vident Investment Advisory
Vident Investment Advisory
Georgia
$16.4M -$11.3M 9 2.31% Reduced
621
ACM
Atika Capital Management
New York
$16.4M -$5.35M 3 7.01% Reduced
622
NRS
Neville Rodie & Shaw
New York
$16.2M -$126K 5 1.95% Reduced
623
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$16.2M +$153K 4 0.68% Increased
624
WAM
World Asset Management
Michigan
$16M +$547K 16 0.61% Increased
625
PGIM
Pacific Global Investment Management
California
$15.9M -$617K 6 3.68% Reduced