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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
GIA
GHP Investment Advisors
Colorado
$44.8M +$1.31M 15 2.24% Increased
677
LCM
Logan Capital Management
Pennsylvania
$44.4M -$312K 10 1.92% Reduced
678
HM Payson & Co
HM Payson & Co
Maine
$44.3M +$19.5M 13 0.8% Increased
679
2L
22NW LP
Washington
$44.2M $0 3 37.69% Maintained
680
Comgest Global Investors
Comgest Global Investors
France
$44M +$26.9K 1 0.6% Increased
681
Nomura Holdings
Nomura Holdings
Japan
$44M +$1.75M 17 0.08% Increased
682
Centiva Capital
Centiva Capital
New York
$43.9M +$16.7M 27 0.74% Increased
683
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$43.7M -$390K 2 0.5% Reduced
684
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$43.5M -$11.5M 9 0.74% Reduced
685
MCM
McRae Capital Management
New Jersey
$43.5M -$1.35M 2 9.91% Reduced
686
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$43.4M -$9.57M 4 0.97% Reduced
687
NIM
Northeast Investment Management
Massachusetts
$43.3M +$4.71M 4 2.04% Increased
688
NCM
Narwhal Capital Management
Georgia
$43.3M -$3.19M 4 4.1% Reduced
689
Encompass Capital Advisors
Encompass Capital Advisors
New York
$43.3M -$5.09M 2 2.34% Reduced
690
CC
Cannell Capital
Wyoming
$43.2M +$7.22M 4 9.78% Increased
691
Masters Capital Management
Masters Capital Management
Georgia
$42.9M -$624K 1 2.41% Reduced
692
Capital International Sarl
Capital International Sarl
California
$42.9M -$1.17M 5 1.31% Reduced
693
AssetMark Inc
AssetMark Inc
California
$42.8M +$9.03M 27 0.13% Increased
694
GPGA
Grandeur Peak Global Advisors
Utah
$42.8M +$16.5M 6 3.42% Increased
695
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$42.5M +$8.28M 1 0.48% Increased
696
Hancock Whitney
Hancock Whitney
Mississippi
$42.3M -$1.42M 10 1.44% Reduced
697
PR
Payden & Rygel
California
$42.2M +$9.4M 3 3.41% Increased
698
PRIG
Payden & Rygel Investment Group
California
$42.2M +$9.4M 3 3.41% Increased
699
Prospera Financial Services
Prospera Financial Services
Texas
$42.1M +$18.4M 13 1.17% Increased
700
Advisory Services Network
Advisory Services Network
Georgia
$41.8M -$12M 16 0.87% Reduced