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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
JGUA
John G. Ullman & Associates
New York
$23.6M +$2.29M 8 4.32% Increased
627
BA
Boston Advisors
Massachusetts
$23.6M +$1.99M 10 1.01% Increased
628
MAMU
Marathon Asset Management (UK)
United Kingdom
$23.6M -$5.53K 1 0.58% Reduced
629
CAM
Cacti Asset Management
Georgia
$23.5M +$5.29M 1 2.89% Increased
630
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$23.5M +$1.09M 9 0.19% Increased
631
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$23.4M +$4.36M 9 0.51% Increased
632
AIP
ARS Investment Partners
New York
$23.4M -$168K 2 3.62% Reduced
633
ICM
Ionic Capital Management
New York
$23.4M -$678K 1 0.75% Reduced
634
BUB
BBVA USA Bancshares
Texas
$23.1M +$167K 8 1% Increased
635
Channing Capital Management
Channing Capital Management
Illinois
$23M -$220K 1 1.36% Reduced
636
CCM
Cupps Capital Management
Illinois
$22.9M -$1.47M 3 1.85% Reduced
637
PC
Pier Capital
Connecticut
$22.8M +$4.96M 4 3.24% Increased
638
Zacks Investment Management
Zacks Investment Management
Illinois
$22.8M +$3.45M 12 0.81% Increased
639
NIMI
Natixis Investment Managers International
France
$22.7M +$1.45M 6 2.99% Increased
640
RHJA
Rice Hall James & Associates
California
$22.5M +$2.13M 4 1.51% Increased
641
Reinhart Partners
Reinhart Partners
Wisconsin
$22.4M -$1.31M 2 1.61% Reduced
642
Miller Howard Investments
Miller Howard Investments
New York
$22.4M +$1.36M 2 0.36% Increased
643
WSA
Wall Street Associates
California
$22.3M +$3.01M 9 1.92% Increased
644
WPC
Waters Parkerson & Co
Louisiana
$22.3M +$215K 3 2.67% Increased
645
PTC
Philadelphia Trust Company
Pennsylvania
$22.3M -$17.3M 3 1.38% Reduced
646
LCM
Lionstone Capital Management
New York
$22.1M $0 1 11.01% Maintained
647
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$22.1M -$2.98M 7 5.01% Reduced
648
CL
Croft-Leominster
Maryland
$22M -$4.11M 6 3.73% Reduced
649
DILH
Dai-ichi Life Holdings
Japan
$21.9M -$1.31M 9 0.68% Reduced
650
CPIM
Columbia Partners Investment Management
Virginia
$21.9M -$14.3M 4 1.01% Reduced