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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
GW Henssler & Associates
GW Henssler & Associates
Georgia
$25M +$2.62M 2 1.73% Increased
702
SCI
S&CO Inc
Massachusetts
$24.9M -$21.9K 3 1.94% Reduced
703
Portolan Capital Management
Portolan Capital Management
Massachusetts
$24.9M +$2.93M 2 1.81% Increased
704
Narwhal Capital Management
Narwhal Capital Management
Georgia
$24.9M -$253K 1 3.14% Reduced
705
R.M. Davis Inc
R.M. Davis Inc
Maine
$24.8M +$848K 3 0.61% Increased
706
United Asset Strategies
United Asset Strategies
New York
$24.8M +$262K 3 3.2% Increased
707
Busey Bank
Busey Bank
Illinois
$24.8M +$13M 4 1% Increased
708
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$24.8M +$68.6K 1 1.06% Increased
709
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$24.8M +$70.6K 5 0.91% Increased
710
Personal Capital Advisors
Personal Capital Advisors
California
$24.4M +$1.19M 4 0.12% Increased
711
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$24.4M +$17M 1 0.76% Increased
712
Atria Investments
Atria Investments
North Carolina
$24.3M -$54.6K 6 0.44% Reduced
713
Smith Group Asset Management
Smith Group Asset Management
Texas
$24.3M -$2.05M 6 1.23% Reduced
714
Marshall Wace North America
Marshall Wace North America
New York
$24.1M -$67M 9 0.1% Reduced
715
CBT
Central Bank & Trust
Kentucky
$23.8M -$798K 6 3.92% Reduced
716
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$23.6M -$4.26M 9 1.2% Reduced
717
LaFleur & Godfrey
LaFleur & Godfrey
Michigan
$23.5M -$44.7K 2 3.25% Reduced
718
Palisade Capital Management
Palisade Capital Management
New Jersey
$23.4M +$1.63M 2 0.51% Increased
719
TIAA FSB
TIAA FSB
Florida
$23.4M -$3.12M 4 0.08% Reduced
720
SCM
SunTx Capital Management
Texas
$23.4M -$5.16M 1 100% Reduced
721
Moody National Bank Trust Division
Moody National Bank Trust Division
Texas
$23.3M -$35.1K 6 0.34% Reduced
722
PRCP
Pacific Ridge Capital Partners
Oregon
$23.1M -$899K 7 4.27% Reduced
723
Tygh Capital Management
Tygh Capital Management
Oregon
$23.1M -$16.8M 3 3.12% Reduced
724
Lee, Danner & Bass
Lee, Danner & Bass
Tennessee
$23M -$782K 3 2.13% Reduced
725
Leavell Investment Management
Leavell Investment Management
Alabama
$22.8M +$416K 7 1.7% Increased