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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
Mountain Pacific Investment Advisers
Mountain Pacific Investment Advisers
Idaho
$10.3M -$87.1K 1 1.08% Reduced
727
SIP
Stoneridge Investment Partners
Pennsylvania
$10.3M +$6.29M 6 4.64% Increased
728
First Midwest Bank Trust Division
First Midwest Bank Trust Division
Illinois
$10.3M +$1.03M 7 1.88% Increased
729
Leith Wheeler Investment Counsel
Leith Wheeler Investment Counsel
British Columbia, Canada
$10.3M +$6M 2 3.12% Increased
730
Nantahala Capital Management
Nantahala Capital Management
Connecticut
$10.3M +$20.6M 1 0.39% New
731
Absher Wealth Management
Absher Wealth Management
North Carolina
$10.3M +$457K 1 3.19% Increased
732
HI
Handelsinvest Investeringsforvaltning
Denmark
$10.2M +$4.55M 2 2.72% Increased
733
SRAM
Stone Ridge Asset Management
New York
$10.2M -$4.18M 14 1.11% Reduced
734
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$10.2M +$344K 3 0.48% Increased
735
Logan Capital Management
Logan Capital Management
Pennsylvania
$10.2M -$4.09M 4 0.71% Reduced
736
SIM
Sentry Investment Management
Wisconsin
$10.1M +$3.11M 8 0.75% Increased
737
HITE Hedge Asset Management
HITE Hedge Asset Management
Massachusetts
$10.1M +$8.29M 7 3.24% Increased
738
ANI
American National Insurance
Texas
$10.1M -$266K 4 0.65% Reduced
739
TCTC Holdings
TCTC Holdings
Texas
$10M -$370K 2 0.75% Reduced
740
Greenwood Gearhart
Greenwood Gearhart
Arkansas
$9.9M -$4.63K 2 3.25% Reduced
741
Cinctive Capital Management
Cinctive Capital Management
New York
$9.9M +$7.3M 5 2.21% Increased
742
MCC
Malaga Cove Capital
California
$9.9M +$1.68M 8 8.12% Increased
743
PFMOSF
Philadelphia Financial Management of San Francisco
California
$9.9M +$15.5M 2 2.53% New
744
United Services Automobile Association
United Services Automobile Association
Texas
$9.9M +$10.9M 1 0.13% New
745
PRCP
Pacific Ridge Capital Partners
Oregon
$9.9M +$836K 6 3.69% Increased
746
NM
Newtyn Management
New York
$9.8M +$19.9M 1 3.39% New
747
IAM
Impala Asset Management
Florida
$9.8M -$50.5M 2 1.32% Reduced
748
Essex Investment Management
Essex Investment Management
Massachusetts
$9.8M -$2.31M 11 1.98% Reduced
749
CF
CNA Financial
Illinois
$9.8M -$1.65M 6 4.11% Reduced
750
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$9.7M +$4.17M 6 1.31% Increased