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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
SCM
Snow Capital Management
Pennsylvania
$17.7M +$4.47M 3 0.55% Increased
652
UM
Ulysses Management
New York
$17.5M -$321K 1 2.05% Reduced
653
GIP
Granite Investment Partners
California
$17.5M +$7.63M 5 1.5% Increased
654
AL
Airain Ltd
Guernsey
$17.4M -$1.15M 11 1.07% Reduced
655
WM
WCG Management
New York
$17.4M +$9.38M 1 8.09% Increased
656
NAM
Netols Asset Management
Wisconsin
$17.3M -$471K 2 3.38% Reduced
657
TCTC Holdings
TCTC Holdings
Texas
$17.3M +$1.67M 1 1.02% Increased
658
CBOA
Commonwealth Bank of Australia
Australia
$17.3M +$909K 12 0.23% Increased
659
ZAM
Zenit Asset Management
Sweden
$17.3M +$17M 1 2.87% Increased
660
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$17.2M -$1.01M 2 1.91% Reduced
661
NIMC
NWQ Investment Management Company
California
$17.1M +$16.7M 2 0.21% New
662
PRA
Parametric Risk Advisors
Connecticut
$17M -$2.81M 2 1.16% Reduced
663
PCM
Portolan Capital Management
Massachusetts
$17M -$1.06M 2 3.12% Reduced
664
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$16.9M +$72.8K 3 0.7% Increased
665
WesBanco Bank
WesBanco Bank
West Virginia
$16.8M -$103K 7 0.93% Reduced
666
Montag & Associates
Montag & Associates
Georgia
$16.7M +$235K 5 2.42% Increased
667
SAM
Skyline Asset Management
Illinois
$16.7M +$16.5M 1 1.16% New
668
WCM Investment Management
WCM Investment Management
California
$16.6M -$186K 2 0.34% Reduced
669
Rathbones Group
Rathbones Group
United Kingdom
$16.6M -$13.4M 3 1.1% Reduced
670
HT
HAP Trading
New York
$16.6M -$31.9M 4 1.12% Reduced
671
LKIM
Lawson Kroeker Investment Management
Nebraska
$16.5M -$24.2K 2 4.81% Reduced
672
SCM
Stevens Capital Management
Pennsylvania
$16.5M -$49.1M 13 0.59% Reduced
673
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
$16.4M -$2.68M 6 3.95% Reduced
674
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$16.4M -$2.3M 10 0.12% Reduced
675
ORIO
Old Republic International (ORI)
Illinois
$16.3M +$5.65M 1 0.91% Increased