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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
PIM
Platinum Investment Management
Australia
$16.1M -$25.5K 1 0.4% Reduced
702
MAP
Moody Aldrich Partners
Massachusetts
$16M +$1.09M 5 3.35% Increased
703
Capital Investment Advisors
Capital Investment Advisors
Georgia
$15.8M +$673K 2 0.76% Increased
704
LDB
Lee, Danner & Bass
Tennessee
$15.8M +$227K 3 1.87% Increased
705
Engineers Gate Manager
Engineers Gate Manager
New York
$15.7M -$359K 21 0.74% Reduced
706
GC
GMT Capital
Georgia
$15.6M -$51.6M 1 1.13% Reduced
707
SGK
Steigerwald Gordon & Koch
Virginia
$15.5M +$28.2K 2 3.68% Increased
708
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$15.5M +$11.1M 2 0.34% Increased
709
EWM
Endurance Wealth Management
Rhode Island
$15.5M +$272K 11 2.28% Increased
710
LSA
L & S Advisors
California
$15.3M +$11.3M 4 2.11% Increased
711
BPIM
Brant Point Investment Management
New York
$15.2M -$633K 4 1.32% Reduced
712
Bahl & Gaynor
Bahl & Gaynor
Ohio
$15.2M +$2.1M 5 0.11% Increased
713
LCG
Lisanti Capital Growth
New York
$15.2M +$3.45M 2 2.81% Increased
714
MPAM
Monarch Partners Asset Management
Massachusetts
$15.2M -$4.08M 5 3.41% Reduced
715
Reinhart Partners
Reinhart Partners
Wisconsin
$15.1M +$966K 1 1.14% Increased
716
WAM
Winslow Asset Management
Ohio
$15.1M +$3.29M 3 3.86% Increased
717
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management
New York
$15.1M +$920K 3 0.61% Increased
718
DA
Duality Advisers
Florida
$15M +$6.36M 8 0.96% Increased
719
JIR
James Investment Research
Ohio
$15M +$869K 6 1.39% Increased
720
Granahan Investment Management
Granahan Investment Management
Massachusetts
$15M +$378K 2 0.51% Increased
721
AE Wealth Management
AE Wealth Management
Kansas
$14.9M +$883K 13 0.21% Increased
722
WI
Wafra Inc
New York
$14.9M +$3.5M 1 0.84% Increased
723
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$14.9M -$239K 3 0.81% Reduced
724
Chilton Capital Management
Chilton Capital Management
Texas
$14.8M +$90K 1 1.15% Increased
725
FC
Fairpointe Capital
Illinois
$14.8M -$5.13M 2 2.38% Reduced