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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
701
MCM
Maryland Capital Management
Maryland
$14.9M +$129K 2 2.3% Increased
702
Daiwa Securities Group
Daiwa Securities Group
Japan
$14.9M +$2.07M 16 0.1% Increased
703
LIM
Lathrop Investment Management
Arkansas
$14.9M +$51.9K 1 4.49% Increased
704
CAM
Cidel Asset Management
Ontario, Canada
$14.9M +$556K 1 0.74% Increased
705
EULAV Asset Management
EULAV Asset Management
Florida
$14.8M -$306K 5 0.8% Reduced
706
CIP
Convergence Investment Partners
Florida
$14.7M +$6.43M 8 2.03% Increased
707
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$14.7M +$5.04M 5 0.25% Increased
708
TCM
Tetrem Capital Management
Manitoba, Canada
$14.6M +$2.68M 1 0.59% Increased
709
PA
Pastel & Associes
France
$14.6M -$621K 1 20.48% Reduced
710
Montag & Associates
Montag & Associates
Georgia
$14.4M -$4.61M 3 1.7% Reduced
711
DJSG
D.J. St. Germain
Massachusetts
$14.3M +$133K 2 1.94% Increased
712
ECAM
East Coast Asset Management
Massachusetts
$14.3M +$7.35M 1 4.29% Increased
713
1C
1060 Capital
Colorado
$14.2M +$13.2M 2 11% New
714
SFSIG
San Francisco Sentry Investment Group
California
$14.2M -$1.08M 1 8.24% Reduced
715
AIM
Alambic Investment Management
California
$14.2M +$3.99M 15 2.52% Increased
716
RAM
RWC Asset Management
United Kingdom
$14.2M +$1.26M 1 0.86% Increased
717
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$14.2M +$12.8M 1 1.16% Increased
718
BAM
Baring Asset Management
United Kingdom
$14.1M -$3.06M 2 0.97% Reduced
719
MC
Martin Currie
United Kingdom
$14.1M -$4.23M 1 1.32% Reduced
720
TBA
Tower Bridge Advisors
Pennsylvania
$14.1M -$1.8M 4 1.71% Reduced
721
3C
361 Capital
Colorado
$14.1M +$12.5M 2 3.34% New
722
EA
Ecofin Advisors
United Kingdom
$14M +$15.1M 1 3.84% New
723
PRCP
Pacific Ridge Capital Partners
Oregon
$13.9M -$727K 7 5.01% Reduced
724
NA
Navellier & Associates
Nevada
$13.9M -$4.74M 8 2.3% Reduced
725
SIRP
Shelter Insurance Retirement Plan
Missouri
$13.9M $0 2 6.29% Maintained