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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
RIA
RPG Investment Advisory
California
$17.5M -$55.5K 5 4.38% Reduced
627
RCM
Red Cedar Management
Utah
$17.5M +$2.7M 3 23.24% Increased
628
FCM
Flinton Capital Management
Pennsylvania
$17.5M -$4.04M 19 0.66% Reduced
629
SFSIG
San Francisco Sentry Investment Group
California
$17.4M -$701K 16 8.18% Reduced
630
BA
Boston Advisors
Massachusetts
$17.3M -$2.81M 8 1% Reduced
631
Stephens Inc
Stephens Inc
Arkansas
$17.3M +$4.95M 13 0.49% Increased
632
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$17.2M +$3.24M 6 0.72% Increased
633
TCTC Holdings
TCTC Holdings
Texas
$17.2M +$5.15M 2 0.96% Increased
634
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$17M +$4.17M 5 0.23% Increased
635
SMI
Shelter Mutual Insurance
Missouri
$17M $0 2 5.43% Maintained
636
Washington Trust
Washington Trust
Rhode Island
$16.9M -$482K 4 1.07% Reduced
637
NIM
NXG Investment Management
Texas
$16.8M -$14.6M 6 0.7% Reduced
638
GHCM
Glen Harbor Capital Management
California
$16.8M -$3.63M 23 0.41% Reduced
639
SCI
S&CO Inc
Massachusetts
$16.8M -$99.8K 1 2.13% Reduced
640
LPAM
Legion Partners Asset Management
California
$16.7M $0 1 5.11% Maintained
641
GCGDR
Geo Capital Gestora de Recursos
Brazil
$16.7M +$16.4M 1 13.14% New
642
NPA
Nichols & Pratt Advisers
Massachusetts
$16.7M -$19.5K 2 1.56% Reduced
643
Capital International Sarl
Capital International Sarl
California
$16.6M -$5.1M 3 2% Reduced
644
GMI
Greystone Managed Investments
Saskatchewan, Canada
$16.5M -$5.16M 2 1.05% Reduced
645
FSA
Franklin Street Advisors
North Carolina
$16.5M +$6.91M 2 2.61% Increased
646
ECP
Elk Creek Partners
Colorado
$16.5M -$6.92M 1 1.37% Reduced
647
FMW
Farr Miller & Washington
District of Columbia
$16.5M -$1.11M 3 1.57% Reduced
648
PAG
Pinnacle Advisory Group
Maryland
$16.4M -$4.09M 1 1.23% Reduced
649
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$16.4M -$1.39M 2 1.54% Reduced
650
River Road Asset Management
River Road Asset Management
Kentucky
$16.4M +$3.31M 1 0.4% Increased