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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
726
MICM
Matthews International Capital Management
California
$14.6M -$459K 1 0.51% Reduced
727
First Manhattan
First Manhattan
New York
$14.4M +$44.2K 14 0.09% Increased
728
EI
EAM Investors
California
$14.4M +$1.61M 5 1.69% Increased
729
CIC
Cutler Investment Counsel
Oregon
$14.4M +$1.92M 2 4.7% Increased
730
MA
Minerva Advisors
Pennsylvania
$14.4M +$1.58M 3 8.79% Increased
731
LAM
Lapides Asset Management
Connecticut
$14.4M +$855K 2 2.29% Increased
732
BWP
Baldwin Wealth Partners
Massachusetts
$14.3M +$872K 2 2.12% Increased
733
MC
Martin Currie
United Kingdom
$14.3M +$198K 1 1.36% Increased
734
FCI
Financial Counselors Inc
Kansas
$14.2M +$354K 6 0.9% Increased
735
DILH
Dai-ichi Life Holdings
Japan
$14.2M -$1.54M 10 0.42% Reduced
736
PFM
Parsec Financial Management
North Carolina
$14.1M +$120K 3 1.42% Increased
737
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$14.1M +$48.7K 9 0.39% Increased
738
BRCA
Birch Run Capital Advisors
Texas
$14.1M $0 2 3.05% Maintained
739
Creative Planning
Creative Planning
Kansas
$14M -$2.2M 6 0.13% Reduced
740
Pinnacle Associates
Pinnacle Associates
New York
$14M -$353K 4 0.26% Reduced
741
Scotia Capital
Scotia Capital
Ontario, Canada
$14M +$456K 9 0.28% Increased
742
Walleye Trading
Walleye Trading
New York
$14M +$8.09M 25 0.14% Increased
743
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$13.9M -$1.74M 8 0.68% Reduced
744
NIMI
Natixis Investment Managers International
France
$13.9M +$522K 11 1.71% Increased
745
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$13.9M +$6.32M 8 0.4% Increased
746
CCM
Cobalt Capital Management
New Jersey
$13.8M +$1.61M 1 1.28% Increased
747
MCM
McKinley Capital Management
Alaska
$13.8M +$2.11M 3 0.59% Increased
748
Swedbank
Swedbank
Sweden
$13.7M -$57.3M 1 0.1% Reduced
749
SVP
Springbank Value Partners
New York
$13.7M -$1.13M 5 24.62% Reduced
750
Stephens Inc
Stephens Inc
Arkansas
$13.7M -$1.47M 12 0.62% Reduced