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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
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$17.1M -$8.62M 5 0.32% Reduced
677
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$17.1M +$388K 3 0.7% Increased
678
MI
Markston International
New York
$17M -$1.78M 2 1.25% Reduced
679
MIHAS
Maj Invest Holding A/S
Denmark
$16.8M +$7.29M 1 5.79% Increased
680
LCM
Lionstone Capital Management
New York
$16.7M -$12M 1 7.76% Reduced
681
NAM
Netols Asset Management
Wisconsin
$16.7M -$343K 2 3.3% Reduced
682
Daiwa Securities Group
Daiwa Securities Group
Japan
$16.7M +$4.46M 14 0.12% Increased
683
TBA
Tower Bridge Advisors
Pennsylvania
$16.7M +$2.98M 4 2.11% Increased
684
Churchill Management
Churchill Management
California
$16.6M -$2.06M 1 0.59% Reduced
685
IIM
Ironwood Investment Management
Massachusetts
$16.6M -$4.69M 7 3.82% Reduced
686
QCMC
Quantum Capital Management (California)
California
$16.6M +$17.4M 1 2.37% Increased
687
SAM
Securian Asset Management
Minnesota
$16.6M +$43.7K 16 0.52% Increased
688
BCM
Birmingham Capital Management
Alabama
$16.5M -$164K 3 6.45% Reduced
689
Nomura Holdings
Nomura Holdings
Japan
$16.4M -$105M 18 0.05% Reduced
690
LKIM
Lawson Kroeker Investment Management
Nebraska
$16.4M -$78.3K 2 4.87% Reduced
691
AL
Airain Ltd
Guernsey
$16.4M -$1.3M 9 0.92% Reduced
692
OAMA
Oslo Asset Management AS
Norway
$16.2M -$2.32M 1 17.93% Reduced
693
TCM
Tygh Capital Management
Oregon
$16.2M +$6.64M 4 2.9% Increased
694
TCTC Holdings
TCTC Holdings
Texas
$16.2M +$121K 1 0.93% Increased
695
NC
Northpointe Capital
Michigan
$16M +$11.1M 3 1.88% Increased
696
GWM
Greenwich Wealth Management
Connecticut
$15.9M -$3.76M 4 2.03% Reduced
697
Moore Capital Management
Moore Capital Management
New York
$15.8M +$1.77M 3 0.34% Increased
698
WesBanco Bank
WesBanco Bank
West Virginia
$15.8M -$1.32M 5 0.88% Reduced
699
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$15.8M $0 12 0.77% Maintained
700
TC
TFS Capital
Pennsylvania
$15.8M -$5.65M 11 1.54% Reduced