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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
TCTC Holdings
TCTC Holdings
Texas
$19.5M +$115K 3 1.05% Increased
652
ECP
Elk Creek Partners
Colorado
$19.4M -$107K 1 1.4% Reduced
653
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$19.3M +$176K 4 0.1% Increased
654
HCM
Hutchinson Capital Management
California
$19.3M -$51.8K 3 5.8% Reduced
655
Hancock Whitney
Hancock Whitney
Mississippi
$19.2M -$5.26M 13 0.62% Reduced
656
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$18.9M +$4.73M 13 0.58% Increased
657
MLIM
Mountain Lake Investment Management
Florida
$18.9M $0 1 6.92% Maintained
658
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$18.8M -$5.15M 2 1.01% Reduced
659
3C
361 Capital
Colorado
$18.7M +$3.95M 8 3.26% Increased
660
Phocas Financial Corp
Phocas Financial Corp
California
$18.7M -$4.66M 2 1.88% Reduced
661
Renaissance Group
Renaissance Group
Kentucky
$18.5M +$3.74M 7 0.74% Increased
662
PIA
Piedmont Investment Advisors
North Carolina
$18.5M +$373K 18 0.75% Increased
663
FCM
Flinton Capital Management
Pennsylvania
$18.1M -$2.06M 19 0.6% Reduced
664
SMI
Shelter Mutual Insurance
Missouri
$18.1M $0 2 5.34% Maintained
665
Harvey Investment Company
Harvey Investment Company
Kentucky
$18.1M +$4.08M 1 3.11% Increased
666
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$18M -$9.47M 3 0.17% Reduced
667
Greystone Managed Investments
Greystone Managed Investments
Saskatchewan, Canada
$17.9M -$900K 2 1.06% Reduced
668
Brinker Capital
Brinker Capital
Pennsylvania
$17.8M +$1.9M 16 0.68% Increased
669
Nichols & Pratt Advisers
Nichols & Pratt Advisers
Massachusetts
$17.7M -$63.8K 2 1.49% Reduced
670
PineBridge Investments
PineBridge Investments
New York
$17.7M +$2.79M 18 0.36% Increased
671
SCI
S&CO Inc
Massachusetts
$17.7M -$209K 1 1.97% Reduced
672
Penserra Capital Management
Penserra Capital Management
California
$17.7M +$14.3M 12 1.41% Increased
673
SC
Selz Capital
New York
$17.5M -$4.2M 1 3.35% Reduced
674
MML Investors Services
MML Investors Services
Massachusetts
$17.5M +$1.51M 10 0.27% Increased
675
Carmignac Gestion
Carmignac Gestion
France
$17.5M -$1.73M 2 0.2% Reduced