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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
PIA
Piedmont Investment Advisors
North Carolina
$16.3M -$12.2M 14 0.78% Reduced
652
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$16.1M +$3.66M 4 1.24% Increased
653
CIC
Cornercap Investment Counsel
Georgia
$16.1M -$4.76M 10 2.49% Reduced
654
EIM
Essex Investment Management
Massachusetts
$16.1M +$1.97M 13 2.52% Increased
655
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$16M -$1.71M 2 1.15% Reduced
656
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$16M -$700K 5 1.57% Reduced
657
ARTA
A.R.T. Advisors
New York
$16M -$7.72M 22 1.03% Reduced
658
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$16M -$27.8M 7 0.13% Reduced
659
CC
Cipher Capital
New York
$16M +$12.5M 13 2.24% Increased
660
EP
Elkfork Partners
Oregon
$15.8M +$372K 18 0.45% Increased
661
HCM
Hoplite Capital Management
New York
$15.8M -$21.3M 1 2.98% Reduced
662
DP
DDD Partners
Washington
$15.8M +$8.51M 1 5.88% Increased
663
MPIA
Mountain Pacific Investment Advisers
Idaho
$15.7M -$216K 1 1.76% Reduced
664
MCIM
Meadow Creek Investment Management
Georgia
$15.7M +$2M 24 0.37% Increased
665
Algert Global
Algert Global
California
$15.7M -$2.44M 11 4.39% Reduced
666
OCAM
Owl Creek Asset Management
New York
$15.7M +$11.9M 1 0.52% Increased
667
Engineers Gate Manager
Engineers Gate Manager
New York
$15.7M +$2.25M 17 1.26% Increased
668
PCM
Perritt Capital Management
Illinois
$15.7M +$1.81M 15 5.98% Increased
669
Manning & Napier Group
Manning & Napier Group
New York
$15.6M +$642K 4 0.19% Increased
670
Voloridge Investment Management
Voloridge Investment Management
Florida
$15.5M -$48.2M 6 0.7% Reduced
671
Pinnacle Associates
Pinnacle Associates
New York
$15.5M +$2.23M 5 0.4% Increased
672
WCP
Waterfront Capital Partners
New York
$15.5M -$10.3M 1 2.64% Reduced
673
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$15.4M -$5.47M 8 0.7% Reduced
674
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$15.4M -$301K 3 0.09% Reduced
675
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$15.4M +$6M 28 0.38% Increased