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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
LPAM
Legion Partners Asset Management
California
$17.9M +$17.1M 1 11.42% New
652
BAM
Barrett Asset Management
New York
$17.9M +$15.1M 4 1.48% Increased
653
NAP
New Amsterdam Partners
New York
$17.9M -$2.64M 2 4.05% Reduced
654
PC
Packer & Co
Australia
$17.6M +$16.1M 1 2.45% New
655
Curi RMB Capital
Curi RMB Capital
Illinois
$17.5M -$11.7M 6 0.94% Reduced
656
FMBTD
First Midwest Bank Trust Division
Illinois
$17.5M +$1.87M 7 2.11% Increased
657
Xact Kapitalforvaltning
Xact Kapitalforvaltning
Sweden
$17.5M -$2.25M 6 0.62% Reduced
658
JVBC
J.V. Bruni & Co
Colorado
$17.5M -$356K 1 3.19% Reduced
659
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$17.4M +$955K 6 0.18% Increased
660
ACB
Aristotle Capital Boston
Massachusetts
$17.3M +$2.49M 2 2.37% Increased
661
CLCM
Crawford Lake Capital Management
New Jersey
$17.3M +$15.8M 1 12.47% New
662
MA
Minerva Advisors
Pennsylvania
$17.3M +$35.7K 3 9.82% Increased
663
TCTC Holdings
TCTC Holdings
Texas
$17.2M -$310K 1 1.05% Reduced
664
LOAMU
Lombard Odier Asset Management (USA)
New York
$17.2M -$4.5M 2 2.18% Reduced
665
SMI
Shelter Mutual Insurance
Missouri
$17.1M $0 2 5.26% Maintained
666
BB&T Securities
BB&T Securities
Virginia
$17M +$3.13M 9 0.25% Increased
667
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$16.9M -$7.52M 1 0.34% Reduced
668
BI
Bulldog Investors
New Jersey
$16.9M $0 1 4.31% Maintained
669
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$16.8M -$824K 4 0.79% Reduced
670
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$16.7M +$677K 1 1.09% Increased
671
NPA
Nichols & Pratt Advisers
Massachusetts
$16.7M -$1.17M 1 1.58% Reduced
672
Advisor Group
Advisor Group
Arizona
$16.7M +$101K 42 0.38% Increased
673
Profund Advisors
Profund Advisors
Maryland
$16.7M +$3.06M 26 0.77% Increased
674
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$16.7M +$511K 3 0.68% Increased
675
William Blair & Company
William Blair & Company
Illinois
$16.5M +$898K 9 0.15% Increased