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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
Leavell Investment Management
Leavell Investment Management
Alabama
$11.5M +$407K 6 1.33% Increased
702
Punch & Associates Investment Management
Punch & Associates Investment Management
Minnesota
$11.4M +$1.11M 3 1.36% Increased
703
Lee, Danner & Bass
Lee, Danner & Bass
Tennessee
$11.4M +$107K 3 1.63% Increased
704
BDS
Banco de Sabadell
Florida
$11.4M +$1.92M 5 1.79% Increased
705
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$11.3M +$3.24M 8 0.77% Increased
706
Endurance Wealth Management
Endurance Wealth Management
Rhode Island
$11.3M +$226K 10 2.17% Increased
707
James Investment Research
James Investment Research
Ohio
$11.3M -$10.4M 7 1.17% Reduced
708
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$11.2M -$19.4M 2 0.27% Reduced
709
Reinhart Partners
Reinhart Partners
Wisconsin
$11.2M +$14M 1 1.08% New
710
Moore Capital Management
Moore Capital Management
New York
$11M -$27.7M 3 0.46% Reduced
711
LS Investment Advisors
LS Investment Advisors
Michigan
$11M -$1.57M 32 0.79% Reduced
712
AFG
American Financial Group
Ohio
$10.9M +$11.3M 3 1.3% Increased
713
CIM
Corbyn Investment Management
Maryland
$10.9M +$90.4K 2 6.79% Increased
714
Veritable
Veritable
Delaware
$10.9M -$555K 7 0.26% Reduced
715
SCM
Sandler Capital Management
New York
$10.8M -$4.61M 1 1.49% Reduced
716
First American Trust
First American Trust
California
$10.7M +$30.7K 3 2.62% Increased
717
TDAM USA
TDAM USA
Ontario, Canada
$10.7M +$1.55M 4 0.9% Increased
718
Moody National Bank Trust Division
Moody National Bank Trust Division
Texas
$10.7M +$25.4K 5 0.38% Increased
719
Capital Investment Advisors
Capital Investment Advisors
Georgia
$10.7M +$1.28M 2 0.68% Increased
720
Harvest Fund Management
Harvest Fund Management
China
$10.6M -$86.4K 7 1.22% Reduced
721
FWC
First Washington Corp
Washington
$10.6M -$2.44M 4 6.64% Reduced
722
Wolverine Trading
Wolverine Trading
Illinois
$10.6M -$24.3M 16 0.03% Reduced
723
CCM Investment Advisers
CCM Investment Advisers
South Carolina
$10.5M +$586K 1 2.1% Increased
724
Robeco Schweiz
Robeco Schweiz
Switzerland
$10.5M +$6.85M 3 0.45% Increased
725
GWI
Grace & White Inc
New York
$10.4M +$253K 3 3.65% Increased