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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
JIR
James Investment Research
Ohio
$30.2M -$2.14M 10 2.76% Reduced
677
BCM
Birmingham Capital Management
Alabama
$30.1M -$115K 3 10.88% Reduced
678
Weiss Asset Management
Weiss Asset Management
Massachusetts
$30.1M +$14.5M 4 0.64% Increased
679
AAM
ACK Asset Management
Connecticut
$30.1M +$4.17M 2 7.09% Increased
680
AAM
Aureus Asset Management
Massachusetts
$30M -$107K 3 1.85% Reduced
681
PCM
Portolan Capital Management
Massachusetts
$30M +$2.66M 2 2.02% Increased
682
AIA Group
AIA Group
Hong Kong
$29.9M +$13.4M 6 1.41% Increased
683
USAA
United Services Automobile Association
Texas
$29.8M -$165K 1 0.5% Reduced
684
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$29.7M +$424K 5 0.09% Increased
685
Andra AP-fonden
Andra AP-fonden
Sweden
$29.6M -$10.3M 4 0.6% Reduced
686
LCM
Logan Capital Management
Pennsylvania
$29.6M +$166K 9 1.28% Increased
687
MAM
Mark Asset Management
New York
$29.5M +$2.56M 1 3.35% Increased
688
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
$29.3M -$6.29M 5 1.39% Reduced
689
TBA
Tower Bridge Advisors
Pennsylvania
$29.1M +$170K 4 1.79% Increased
690
AI
Aperture Investors
New York
$29.1M +$3.14M 2 3.74% Increased
691
R.M. Davis Inc
R.M. Davis Inc
Maine
$29M +$1.98M 3 0.65% Increased
692
Allstate Corporation
Allstate Corporation
Illinois
$28.9M +$19.6M 7 0.55% Increased
693
HA
Heartland Advisors
Wisconsin
$28.8M -$4.44M 4 1.69% Reduced
694
Atria Investments
Atria Investments
North Carolina
$28.5M +$1.75M 7 0.51% Increased
695
Nantahala Capital Management
Nantahala Capital Management
Connecticut
$28.5M +$94.8K 1 1% Increased
696
WesBanco Bank
WesBanco Bank
West Virginia
$28.4M -$2.18M 9 1.02% Reduced
697
BCM
Bourgeon Capital Management
Connecticut
$28.1M +$548K 7 5.8% Increased
698
Palisade Capital Management
Palisade Capital Management
New Jersey
$28.1M +$224K 2 0.57% Increased
699
WC
Wynnefield Capital
New York
$27.9M +$38.9K 3 9.95% Increased
700
GG
Greenwood Gearhart
Arkansas
$27.8M +$1.44M 3 3.83% Increased