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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
Leavell Investment Management
Leavell Investment Management
Alabama
$11.7M +$375K 7 1.72% Increased
727
SCM
Suffolk Capital Management
New York
$11.5M +$11.5M 1 1.49% New
728
Daiwa Securities Group
Daiwa Securities Group
Japan
$11.5M -$1.67M 12 0.07% Reduced
729
Essex Investment Management
Essex Investment Management
Massachusetts
$11.4M -$2.51M 8 1.9% Reduced
730
Natixis
Natixis
France
$11.4M -$27.3M 2 0.21% Reduced
731
Dean Investment Associates
Dean Investment Associates
Ohio
$11.3M +$448K 3 2.22% Increased
732
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$11.3M +$575K 5 0.08% Increased
733
MTIP
Magee Thomson Investment Partners
California
$11.3M +$10.6M 3 3.95% Increased
734
Mark Asset Management
Mark Asset Management
New York
$11.3M +$3.04M 2 3.34% Increased
735
QCI Asset Management
QCI Asset Management
New York
$11.3M +$198K 5 1.59% Increased
736
FCI
Financial Counselors Inc
Kansas
$11.3M +$380K 6 0.67% Increased
737
OCM
Olstein Capital Management
New York
$11.3M -$5.45M 2 1.52% Reduced
738
ING Group
ING Group
Netherlands
$11.3M -$13.9M 9 0.15% Reduced
739
Pier Capital
Pier Capital
Connecticut
$11.3M +$5.59M 3 2.05% Increased
740
CIC
Cornercap Investment Counsel
Georgia
$11.2M -$1.15M 8 2.13% Reduced
741
HCMT
Highland Capital Management (Texas)
Texas
$11.2M -$17.3M 1 0.46% Reduced
742
Hikari Power
Hikari Power
Japan
$11.2M $0 1 1.29% Maintained
743
SIRP
Shelter Insurance Retirement Plan
Missouri
$11.2M $0 2 5.09% Maintained
744
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$11.1M -$434K 10 0.49% Reduced
745
SCI
S&CO Inc
Massachusetts
$11.1M +$22.5K 1 1.72% Increased
746
TEC
Tiger Eye Capital
Tennessee
$11.1M +$10.3M 1 1.56% New
747
EARNEST Partners
EARNEST Partners
Georgia
$11.1M -$16M 4 0.12% Reduced
748
NXG Investment Management
NXG Investment Management
Texas
$11.1M -$5.75M 2 0.39% Reduced
749
IMIM
Irving Magee Investment Management
Pennsylvania
$10.9M $0 2 5.33% Maintained
750
NAM
Netols Asset Management
Wisconsin
$10.9M -$500K 2 2.47% Reduced