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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
Gofen & Glossberg
Gofen & Glossberg
Illinois
$16.5M -$474K 3 0.67% Reduced
677
BCM
Billings Capital Management
Virginia
$16.4M -$28.2M 2 13.63% Reduced
678
EMG
Ellington Management Group
Connecticut
$16.4M +$10.3M 13 2.5% Increased
679
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$16.3M +$5.75M 3 0.45% Increased
680
IIM
Ivory Investment Management
New York
$16.3M +$16.4M 1 0.67% New
681
SIA
SeaBridge Investment Advisors
New Jersey
$16.2M +$115K 3 3.9% Increased
682
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$16.2M -$513K 1 0.89% Reduced
683
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$16.1M -$724K 4 0.09% Reduced
684
CIC
Cutler Investment Counsel
Oregon
$16M +$46.1K 2 4.11% Increased
685
HCMT
Highland Capital Management (Texas)
Texas
$15.9M +$10.3M 2 0.75% Increased
686
IRF
IBM Retirement Fund
New York
$15.9M -$770K 14 0.67% Reduced
687
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$15.9M -$608K 4 0.35% Reduced
688
RG
Renaissance Group
Kentucky
$15.7M -$422K 5 0.64% Reduced
689
BCM
Birmingham Capital Management
Alabama
$15.7M -$154K 4 6.61% Reduced
690
First Pacific Advisors
First Pacific Advisors
California
$15.7M -$4.47M 1 0.13% Reduced
691
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$15.6M -$1M 5 1.05% Reduced
692
ACM
Arlington Capital Management
Illinois
$15.6M +$1.09M 1 5.7% Increased
693
Glenview Trust
Glenview Trust
Kentucky
$15.6M +$14.4M 3 1.29% New
694
Weiss Asset Management
Weiss Asset Management
Massachusetts
$15.5M +$5.96M 3 2.33% Increased
695
FCI
Financial Counselors Inc
Kansas
$15.3M +$14.5M 9 0.82% New
696
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$15.3M +$212K 19 0.28% Increased
697
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$15.2M +$573K 8 0.71% Increased
698
BOK Financial
BOK Financial
Oklahoma
$15.2M -$303K 11 0.5% Reduced
699
AFM
Anson Funds Management
Texas
$15.1M +$4.53M 2 4.73% Increased
700
DP
DSAM Partners
United Kingdom
$15M +$2.62M 1 4.13% Increased