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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
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$12.7M +$16.4M 1 0.2% New
677
PIM
Platinum Investment Management
Australia
$12.5M +$14.1M 1 0.32% Increased
678
DCM
Divisar Capital Management
California
$12.5M +$6.59M 1 4.87% Increased
679
AE Wealth Management
AE Wealth Management
Kansas
$12.5M +$1.15M 9 0.29% Increased
680
Scotia Capital
Scotia Capital
Ontario, Canada
$12.5M -$1.47M 7 0.17% Reduced
681
Mercer Global Advisors
Mercer Global Advisors
Colorado
$12.5M +$1.97M 9 0.27% Increased
682
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$12.4M -$29.7K 3 0.92% Reduced
683
First Manhattan
First Manhattan
New York
$12.4M -$774K 15 0.08% Reduced
684
B
BP
United Kingdom
$12.3M -$3.04M 6 0.53% Reduced
685
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$12.3M -$2.08M 8 0.64% Reduced
686
WesBanco Bank
WesBanco Bank
West Virginia
$12.2M -$614K 5 0.71% Reduced
687
AP
Atwood & Palmer
Missouri
$12.2M +$396K 4 1.91% Increased
688
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$12.2M -$140K 3 0.25% Reduced
689
MPAM
Monarch Partners Asset Management
Massachusetts
$12.1M -$3.71M 4 4.26% Reduced
690
Engineers Gate Manager
Engineers Gate Manager
New York
$12M -$20.1M 27 0.87% Reduced
691
AIM
Aigen Investment Management
New York
$12M +$10.8M 22 1.6% Increased
692
Encompass Capital Advisors
Encompass Capital Advisors
New York
$11.9M +$741K 1 1.28% Increased
693
TAM
THB Asset Management
Connecticut
$11.9M -$15.4M 6 3.72% Reduced
694
EIA
Edgemoor Investment Advisors
Maryland
$11.8M -$376K 1 1.93% Reduced
695
WPC
Waters Parkerson & Co
Louisiana
$11.8M -$1.64M 1 1.15% Reduced
696
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$11.8M +$2.46M 9 0.92% Increased
697
HIC
Harvey Investment Company
Kentucky
$11.7M -$1.37M 1 2.29% Reduced
698
GCA
Greenwood Capital Associates
South Carolina
$11.7M +$5.14M 5 3.42% Increased
699
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$11.6M +$71K 2 0.17% Increased
700
CEP
Chicago Equity Partners
Illinois
$11.5M -$8.84M 6 1.16% Reduced