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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
626
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$18.6M -$225K 4 1.48% Reduced
627
BA
Boston Advisors
Massachusetts
$18.4M -$1.58M 8 0.98% Reduced
628
SCM
Suffolk Capital Management
New York
$18.4M -$890K 2 2.47% Reduced
629
Vontobel Asset Management
Vontobel Asset Management
New York
$18.3M +$18.6M 1 0.25% New
630
Channing Capital Management
Channing Capital Management
Illinois
$18.3M -$52.6K 1 1.34% Reduced
631
VCM
Vision Capital Management
Oregon
$18.3M +$4.41M 1 2.16% Increased
632
Evercore Wealth Management
Evercore Wealth Management
New York
$18M -$1.29M 11 1.03% Reduced
633
WesBanco Bank
WesBanco Bank
West Virginia
$17.9M +$12.2K 6 1.11% Increased
634
BCM
Birmingham Capital Management
Alabama
$17.8M -$40.6K 4 7.05% Reduced
635
GMI
Greystone Managed Investments
Saskatchewan, Canada
$17.7M -$2.19M 1 0.25% Reduced
636
T
Tahithromos
New York
$17.7M -$11.1M 1 3.01% Reduced
637
IIM
Ivory Investment Management
New York
$17.7M +$721K 1 0.84% Increased
638
CAM
Cacti Asset Management
Georgia
$17.6M +$529K 1 3.02% Increased
639
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$17.4M +$10.2M 7 1.04% Increased
640
DS
Dudley & Shanley
Florida
$17.4M +$448K 1 3.61% Increased
641
ALA
Atherton Lane Advisers
California
$17.3M +$73.6K 1 1.19% Increased
642
ABC
Anchor Bolt Capital
Illinois
$17.3M +$4.48M 4 5.09% Increased
643
BRCA
Birch Run Capital Advisors
Texas
$17.3M $0 2 4.32% Maintained
644
DIA
Denver Investment Advisors
Colorado
$17.3M -$4.56M 7 0.37% Reduced
645
Profund Advisors
Profund Advisors
Maryland
$17.2M +$6.98M 27 0.92% Increased
646
LM
Luminus Management
Texas
$17M -$21M 4 1.46% Reduced
647
LCM
Lionstone Capital Management
New York
$17M +$15.5M 1 9.87% New
648
AWMDMG
Austin W. Marxe & David M. Greenhouse
New York
$16.9M +$444K 5 2.08% Increased
649
WP
WMS Partners
Maryland
$16.9M -$513K 4 3.24% Reduced
650
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$16.9M +$2.99M 2 1.04% Increased