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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
ECM
Engine Capital Management
New York
$19.1M -$3.78M 3 9.61% Reduced
652
CAAM
Cape Ann Asset Management
United Kingdom
$19M -$4.39M 1 7.69% Reduced
653
PCM
Portolan Capital Management
Massachusetts
$19M +$3.69M 3 2.15% Increased
654
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$19M -$3.9M 1 0.5% Reduced
655
Boothbay Fund Management
Boothbay Fund Management
New York
$19M +$4.19M 18 1.15% Increased
656
BCM
Bourgeon Capital Management
Connecticut
$19M +$3.8M 8 5.75% Increased
657
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$18.9M -$290K 4 0.91% Reduced
658
NPA
Nichols & Pratt Advisers
Massachusetts
$18.9M +$226K 2 1.63% Increased
659
RGI
River Global Investors
United Kingdom
$18.9M -$530K 3 1.4% Reduced
660
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$18.8M -$2.13M 9 1.18% Reduced
661
Hancock Whitney
Hancock Whitney
Mississippi
$18.6M -$774K 13 0.69% Reduced
662
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$18.5M -$1.9M 12 0.54% Reduced
663
ALAM
Asahi Life Asset Management
Japan
$18.5M +$258K 2 2.73% Increased
664
SGAM
Smith Group Asset Management
Texas
$18.4M -$116K 4 0.96% Reduced
665
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$18.3M +$339K 16 0.79% Increased
666
Scotia Capital
Scotia Capital
Ontario, Canada
$18.2M +$711K 7 0.2% Increased
667
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$18.2M +$474K 1 0.24% Increased
668
CCM
Clearfield Capital Management
New York
$17.9M +$18.6M 1 9.39% New
669
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$17.9M -$947K 2 0.27% Reduced
670
IFM Investors
IFM Investors
Australia
$17.9M +$1.51M 7 0.75% Increased
671
BDS
Banco de Sabadell
Florida
$17.8M -$321K 5 2% Reduced
672
IIA
IPG Investment Advisors
California
$17.7M +$8.61M 3 5.07% Increased
673
SMI
Shelter Mutual Insurance
Missouri
$17.7M $0 2 6.08% Maintained
674
ING Group
ING Group
Netherlands
$17.6M +$6.54M 7 0.73% Increased
675
Cohen & Steers
Cohen & Steers
New York
$17.6M +$15.2M 2 0.05% Increased