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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
676
People's United Financial
People's United Financial
Connecticut
$15.4M -$5.89M 10 0.97% Reduced
677
CCM
Coe Capital Management
Illinois
$15.3M +$4.37M 4 10.24% Increased
678
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$15.2M -$116K 1 0.07% Reduced
679
WAM
Westport Asset Management
Connecticut
$15M $0 1 3.95% Maintained
680
LCM
Lafitte Capital Management
Texas
$15M +$1.67M 3 11.21% Increased
681
LAM
Lapides Asset Management
Connecticut
$15M $0 2 1.99% Maintained
682
Creative Planning
Creative Planning
Kansas
$14.9M +$343K 30 0.3% Increased
683
MAA
Matrix Asset Advisors
New York
$14.9M +$5.79M 1 2.01% Increased
684
OAM
Origin Asset Management
United Kingdom
$14.9M +$5.7M 2 1.11% Increased
685
NIM
NXG Investment Management
Texas
$14.8M +$2.42M 7 0.57% Increased
686
WBC
Westpac Banking Corp
Australia
$14.8M -$5.83M 9 0.18% Reduced
687
CIA
CCM Investment Advisers
South Carolina
$14.7M -$4.11M 3 1.46% Reduced
688
BOK Financial
BOK Financial
Oklahoma
$14.7M +$1.19M 11 0.53% Increased
689
MCM
Montibus Capital Management
Oregon
$14.7M +$7.61M 6 1.58% Increased
690
UMB Bank
UMB Bank
Missouri
$14.6M -$789K 4 0.84% Reduced
691
DVM
Dreman Value Management
Florida
$14.6M +$14.1M 5 1.32% New
692
STB
S&T Bank
Pennsylvania
$14.6M +$593K 1 2.27% Increased
693
MCP
Moab Capital Partners
New York
$14.5M -$733K 1 8.63% Reduced
694
TVM
Tiger Veda Management
New York
$14.5M +$1.07M 1 6.11% Increased
695
NPA
Nichols & Pratt Advisers
Massachusetts
$14.4M -$154K 1 1.45% Reduced
696
WI
Wafra Inc
New York
$14.4M +$1.08M 2 2.09% Increased
697
AIA
AGF Investments America
Ontario, Canada
$14.4M $0 3 5.05% Maintained
698
TBA
Tower Bridge Advisors
Pennsylvania
$14.3M +$412K 3 2.05% Increased
699
MUFG Americas
MUFG Americas
New York
$14.3M -$33.5M 10 0.49% Reduced
700
Lockheed Martin Investment Management
Lockheed Martin Investment Management
Maryland
$14.1M +$13.2M 2 0.8% New