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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
MAP
Managed Asset Portfolios
Michigan
$28.9M -$317K 1 4.51% Reduced
677
Kinetic Partners Management
Kinetic Partners Management
Florida
$28.8M +$27.6M 1 5.05% New
678
Great Lakes Advisors
Great Lakes Advisors
Illinois
$28.8M +$6.37M 12 1.65% Increased
679
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$28.7M -$1.5M 20 1.54% Reduced
680
HA
Heartland Advisors
Wisconsin
$28.6M +$283K 3 1.81% Increased
681
TBA
Tower Bridge Advisors
Pennsylvania
$28.5M +$649K 4 2.36% Increased
682
SC
Shellback Capital
Massachusetts
$28.4M -$30.5M 1 5.09% Reduced
683
AC
AltraVue Capital
Washington
$28.3M +$1.98M 2 3.97% Increased
684
SCM
Shapiro Capital Management
Georgia
$28.3M -$71.8M 1 0.76% Reduced
685
RCMC
RK Capital Management (Colorado)
Colorado
$28.1M -$6.01M 2 6.66% Reduced
686
Hancock Whitney
Hancock Whitney
Mississippi
$28.1M +$7.21M 11 1.09% Increased
687
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$28.1M -$12.1M 2 0.53% Reduced
688
STB
S&T Bank
Pennsylvania
$28.1M -$739K 2 5.18% Reduced
689
AI
Aperture Investors
New York
$28M +$2.41M 3 4.56% Increased
690
USAA
United Services Automobile Association
Texas
$27.9M -$493K 7 0.64% Reduced
691
SAM
Southeastern Asset Management
Tennessee
$27.8M -$26.4M 1 0.97% Reduced
692
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$27.8M -$828K 3 1.51% Reduced
693
NIG
NFJ Investment Group
Texas
$27.7M -$1.92M 5 0.73% Reduced
694
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$27.7M -$176K 3 1.09% Reduced
695
Glenview Capital Management
Glenview Capital Management
New York
$27.7M -$33.8M 1 0.61% Reduced
696
Private Management Group
Private Management Group
California
$27.6M +$11.2M 4 1.23% Increased
697
WesBanco Bank
WesBanco Bank
West Virginia
$27.4M +$21.4M 8 1.22% Increased
698
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$27.1M +$5.21M 9 0.63% Increased
699
Curi RMB Capital
Curi RMB Capital
Illinois
$27M -$5.05M 8 0.96% Reduced
700
WhitTier Trust Company
WhitTier Trust Company
Nevada
$26.9M -$215K 15 1.06% Reduced