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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
651
JGUA
John G. Ullman & Associates
New York
$16.9M +$200K 6 3.44% Increased
652
JPMIA
J.P. Marvel Investment Advisors
Massachusetts
$16.9M -$2.92M 4 6.55% Reduced
653
Wilmington Trust
Wilmington Trust
Delaware
$16.9M +$492K 8 0.29% Increased
654
TSBJ
Trevor, Stewart, Burton & Jacobsen
New York
$16.8M +$168K 3 8.68% Increased
655
VFAM
Valley Forge Asset Management
Pennsylvania
$16.7M +$17M 1 1.1% New
656
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$16.5M +$1M 2 2.28% Increased
657
AFG
Albion Financial Group
Utah
$16.4M +$405K 3 3.5% Increased
658
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$16.4M +$1.41M 3 2.49% Increased
659
First Allied Advisory Services
First Allied Advisory Services
California
$16.3M +$6.34M 7 0.95% Increased
660
SGDR
SPX Gestao de Recursos
Brazil
$16.1M +$7.86M 7 5.04% Increased
661
SRC
Shufro Rose & Co
New York
$16.1M -$591K 3 1.83% Reduced
662
Zacks Investment Management
Zacks Investment Management
Illinois
$16.1M -$1.73M 10 0.69% Reduced
663
TM
Tiger Management
New York
$16.1M -$1.91M 1 2.46% Reduced
664
SAM
Securian Asset Management
Minnesota
$16M -$62.1K 16 0.64% Reduced
665
First Manhattan
First Manhattan
New York
$16M -$117K 15 0.11% Reduced
666
ICM
Intrepid Capital Management
Florida
$15.9M +$14.2M 2 2.97% Increased
667
BCM
Bodri Capital Management
California
$15.9M -$256K 5 9.26% Reduced
668
GPSPJS
General Pension Society PZU Joint Stock
Poland
$15.8M +$15M 2 5.68% New
669
NIP
Nicholas Investment Partners
California
$15.7M -$3.77M 5 1.3% Reduced
670
AC
AFAM Capital
Texas
$15.5M +$447K 3 2.13% Increased
671
FAM
Foundation Asset Management
New York
$15.5M +$17.9M 1 4.28% New
672
MA
Minerva Advisors
Pennsylvania
$15.5M +$126K 4 9.6% Increased
673
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$15.5M -$6.58M 4 2.47% Reduced
674
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$15.4M -$855K 40 0.52% Reduced
675
GA
GFS Advisors
Texas
$15.4M +$152K 3 8.19% Increased