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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
SBCM
Schwerin Boyle Capital Management
Massachusetts
$11.1M +$3.77M 2 1.54% Increased
727
FG
Formula Growth
Quebec, Canada
$11.1M +$11.5M 3 2.58% New
728
Manning & Napier Advisors
Manning & Napier Advisors
New York
$11.1M -$16.5M 3 0.06% Reduced
729
Meag Munich Ergo
Meag Munich Ergo
Germany
$11.1M +$9.84M 4 0.55% Increased
730
IIM
Ironwood Investment Management
Massachusetts
$11.1M -$2.49M 7 4.56% Reduced
731
MCM
McKinley Capital Management
Alaska
$11M +$7.91K 3 0.51% Increased
732
NRC
North Run Capital
Massachusetts
$11M -$19.8M 1 1.3% Reduced
733
FA
FDx Advisors
Illinois
$11M +$1.3M 12 0.5% Increased
734
DC
Deere & Company
Illinois
$11M -$2.09M 11 0.64% Reduced
735
SIA
SeaBridge Investment Advisors
New Jersey
$11M -$1.37M 4 2.44% Reduced
736
DP
Dearborn Partners
Illinois
$11M +$170K 4 1.02% Increased
737
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$10.9M -$1.71M 11 0.52% Reduced
738
BWP
Baldwin Wealth Partners
Massachusetts
$10.9M -$727K 2 1.78% Reduced
739
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$10.9M +$291K 8 0.26% Increased
740
OAM
Origin Asset Management
United Kingdom
$10.9M -$6.46M 4 0.88% Reduced
741
SI
Sensato Investors
California
$10.9M +$1.33M 2 2.05% Increased
742
Glenview Trust
Glenview Trust
Kentucky
$10.9M +$11.1M 3 1.13% New
743
Daiwa Securities Group
Daiwa Securities Group
Japan
$10.9M -$3.9M 12 0.07% Reduced
744
PFM
Parsec Financial Management
North Carolina
$10.8M +$326K 3 1.13% Increased
745
NIMC
NWQ Investment Management Company
California
$10.8M -$1.04M 1 0.17% Reduced
746
NIT
NumerixS Investment Technologies
British Columbia, Canada
$10.8M +$6.73M 15 1.34% Increased
747
LIM
Lathrop Investment Management
Arkansas
$10.8M +$483K 1 3.53% Increased
748
BCM
BTC Capital Management
Iowa
$10.7M -$2.3M 6 2.5% Reduced
749
NCGI
Next Century Growth Investors
Minnesota
$10.7M +$1.04M 3 0.46% Increased
750
JCM
Jag Capital Management
Missouri
$10.5M +$2.59M 2 1.97% Increased