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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
Fred Alger Management
Fred Alger Management
New York
$16.9M +$16.4M 4 0.07% Increased
602
Meyer Handelman Company
Meyer Handelman Company
New York
$16.9M +$28K 3 1.04% Increased
603
Stephens Inc
Stephens Inc
Arkansas
$16.8M +$67.3K 8 0.45% Increased
604
Edgar Lomax Company
Edgar Lomax Company
Virginia
$16.7M +$18.4M 1 1.49% New
605
Nicola Wealth Management
Nicola Wealth Management
British Columbia, Canada
$16.7M +$14.2M 2 2.5% Increased
606
ACM
Arosa Capital Management
Florida
$16.6M +$11.9M 1 2.01% Increased
607
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$16.6M -$586K 3 0.1% Reduced
608
FC
Fairpointe Capital
Illinois
$16.6M -$10.9M 2 2.48% Reduced
609
Leuthold Group
Leuthold Group
Minnesota
$16.6M -$1.64M 5 2.99% Reduced
610
6 Meridian
6 Meridian
Kansas
$16.6M +$9.5M 4 1.74% Increased
611
MIS
Morningstar Investment Services
Illinois
$16.5M +$18.9M 1 0.3% New
612
Community Trust & Investment
Community Trust & Investment
Kentucky
$16.3M +$1.69M 2 2.3% Increased
613
Hosking Partners
Hosking Partners
United Kingdom
$16.3M -$788K 2 0.57% Reduced
614
GPGA
Grandeur Peak Global Advisors
Utah
$16.2M -$14M 2 1.74% Reduced
615
BOK Financial
BOK Financial
Oklahoma
$16.1M +$735K 9 0.46% Increased
616
Curi RMB Capital
Curi RMB Capital
Illinois
$16.1M +$7.67M 10 0.76% Increased
617
First Foundation Advisors
First Foundation Advisors
California
$16.1M +$176K 3 0.98% Increased
618
IFM Investors
IFM Investors
Australia
$16M -$736K 7 0.71% Reduced
619
BCC
Bridge City Capital
Oregon
$15.9M +$2.7M 6 7.7% Increased
620
RIA
RPG Investment Advisory
California
$15.7M +$6.21M 6 4.44% Increased
621
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan
Michigan
$15.6M +$240K 34 0.5% Increased
622
Capula Management
Capula Management
Cayman Islands
$15.6M +$17.7M 3 0.56% Increased
623
Douglas Lane & Associates
Douglas Lane & Associates
New York
$15.6M +$2.72M 4 0.41% Increased
624
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$15.5M -$1.99M 9 1.21% Reduced
625
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$15.5M +$1.31M 18 0.34% Increased