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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
PAG
Pinnacle Advisory Group
Maryland
$14.8M +$112K 1 0.98% Increased
727
HCM
Hutchinson Capital Management
California
$14.7M -$545K 3 4.37% Reduced
728
HIC
Harvey Investment Company
Kentucky
$14.7M +$121K 2 2.29% Increased
729
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$14.7M -$524K 2 1.13% Reduced
730
LIM
Leavell Investment Management
Alabama
$14.6M +$27.9K 6 1.27% Increased
731
BCC
Bridge City Capital
Oregon
$14.5M -$2.36M 5 6.94% Reduced
732
JCM
Janney Capital Management
Pennsylvania
$14.3M +$3.85M 1 0.98% Increased
733
Barings
Barings
North Carolina
$14.3M -$3.66M 7 0.33% Reduced
734
HRT Financial
HRT Financial
New York
$14.3M -$20.9M 22 0.41% Reduced
735
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$14.2M -$11.5M 1 0.09% Reduced
736
MNBTD
Moody National Bank Trust Division
Texas
$14.2M -$22.2K 5 0.44% Reduced
737
HP
Harvey Partners
New York
$14.2M -$4.47M 5 18.39% Reduced
738
Alpha Cubed Investments
Alpha Cubed Investments
California
$14.1M +$1.66M 3 1.35% Increased
739
GCA
Greenwood Capital Associates
South Carolina
$14.1M -$1.14M 5 2.74% Reduced
740
LCM
Logan Capital Management
Pennsylvania
$14.1M -$1.7M 5 0.76% Reduced
741
Brookfield Corp
Brookfield Corp
Ontario, Canada
$14.1M -$3.22M 4 0.08% Reduced
742
WPC
Waters Parkerson & Co
Louisiana
$14.1M +$76.9K 2 1.06% Increased
743
AC
Albar Capital
United Kingdom
$14M +$12.5M 2 7.01% New
744
LPAM
Legion Partners Asset Management
California
$14M $0 1 3.36% Maintained
745
MAM
Majedie Asset Management
United Kingdom
$14M -$646K 2 1.04% Reduced
746
TIAA FSB
TIAA FSB
Florida
$13.9M +$8.78M 3 0.06% Increased
747
LIA
LS Investment Advisors
Michigan
$13.9M -$1.19M 14 0.79% Reduced
748
SCA
Snowden Capital Advisors
New York
$13.9M +$73.9K 5 1.11% Increased
749
FMBTD
First Midwest Bank Trust Division
Illinois
$13.9M +$407K 5 2.17% Increased
750
Glenview Capital Management
Glenview Capital Management
New York
$13.9M -$41M 1 0.44% Reduced