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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
NCM
Narwhal Capital Management
Georgia
$29.4M +$1.86M 3 4.26% Increased
602
Cetera Advisors
Cetera Advisors
Colorado
$29.4M -$125K 11 0.78% Reduced
603
Pacer Advisors
Pacer Advisors
Pennsylvania
$29.1M -$15.3M 15 0.2% Reduced
604
RCM
Rutabaga Capital Management
Massachusetts
$29.1M +$472K 8 25.33% Increased
605
DGAM
Desjardins Global Asset Management
Quebec, Canada
$29M +$13.1M 8 3.67% Increased
606
Snyder Capital Management
Snyder Capital Management
California
$28.9M +$6.08M 1 0.74% Increased
607
Intact Investment Management
Intact Investment Management
Quebec, Canada
$28.8M +$7.45M 7 0.95% Increased
608
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$28.8M -$260K 8 0.93% Reduced
609
NIG
NFJ Investment Group
Texas
$28.8M -$12.1M 6 0.75% Reduced
610
Beck Mack & Oliver
Beck Mack & Oliver
New York
$28.8M -$488K 2 0.93% Reduced
611
PWAG
Polaris Wealth Advisory Group
California
$28.7M +$1.48M 2 2.39% Increased
612
MIM
Montgomery Investment Management
Maryland
$28.6M +$80.6K 3 11.73% Increased
613
Waverton Investment Management
Waverton Investment Management
United Kingdom
$28.6M -$7.72M 1 1.17% Reduced
614
SC
Sasco Capital
Connecticut
$28.5M $0 1 4.24% Maintained
615
Palisade Capital Management
Palisade Capital Management
New Jersey
$28.4M +$154K 3 0.81% Increased
616
FSCM
Front Street Capital Management
Montana
$28.3M +$768K 2 7.16% Increased
617
BCM
Bourgeon Capital Management
Connecticut
$28.3M +$466K 11 7.77% Increased
618
RCMC
RK Capital Management (Colorado)
Colorado
$28.2M -$2.75M 2 7.22% Reduced
619
TDC
Thompson Davis & Co
Virginia
$28.1M -$487K 3 38.1% Reduced
620
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$27.9M -$2.22M 7 1.58% Reduced
621
SAM
Securian Asset Management
Minnesota
$27.7M -$1.45M 19 0.83% Reduced
622
Gotham Asset Management
Gotham Asset Management
New York
$27.7M -$3.56M 17 0.83% Reduced
623
DA
Duality Advisers
Florida
$27.7M +$7.42M 11 3.02% Increased
624
SIC
Schwartz Investment Counsel
Michigan
$27.6M $0 1 1.42% Maintained
625
2L
22NW LP
Washington
$27.6M $0 3 15.63% Maintained