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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
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$25M -$1.1M 40 1.12% Reduced
727
VWA
Visionary Wealth Advisors
Illinois
$25M -$56.4K 4 2.31% Reduced
728
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$25M +$7.23M 6 0.72% Increased
729
LG
LaFleur & Godfrey
Michigan
$24.9M +$1.05M 3 4.16% Increased
730
SGK
Steigerwald Gordon & Koch
Virginia
$24.9M -$314K 2 3.95% Reduced
731
RHJA
Rice Hall James & Associates
California
$24.8M -$1.96M 8 1.42% Reduced
732
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$24.8M -$142K 4 1.07% Reduced
733
GIM
Grassi Investment Management
California
$24.8M +$213K 3 3.34% Increased
734
TCM
Tributary Capital Management
Nebraska
$24.4M -$3.15M 5 2.43% Reduced
735
Intact Investment Management
Intact Investment Management
Quebec, Canada
$24.3M -$871K 8 1.05% Reduced
736
SCM
Segantii Capital Management
Hong Kong
$24.2M -$9.52M 3 0.88% Reduced
737
CA
Cullinan Associates
Kentucky
$24.2M +$2.73M 5 1.34% Increased
738
Donald Smith & Co
Donald Smith & Co
New York
$24.2M +$11.5K 1 0.95% Increased
739
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$24.1M +$2.29M 5 0.83% Increased
740
JC
Joho Capital
New York
$24.1M +$24M 1 7.8% New
741
Tidal Investments
Tidal Investments
Wisconsin
$24.1M +$1.81M 11 0.93% Increased
742
PRCP
Pacific Ridge Capital Partners
Oregon
$24.1M -$568K 6 5.67% Reduced
743
SGDR
SPX Gestao de Recursos
Brazil
$23.9M -$6.74M 2 2.58% Reduced
744
TC
Towle & Co
Colorado
$23.9M -$1.01M 1 3.2% Reduced
745
Personal Capital Advisors
Personal Capital Advisors
California
$23.8M +$3.58M 6 0.12% Increased
746
Eastern Bank
Eastern Bank
Massachusetts
$23.8M -$140K 3 1.27% Reduced
747
Lido Advisors
Lido Advisors
California
$23.8M +$4.99M 7 0.29% Increased
748
AWM
Absher Wealth Management
North Carolina
$23.8M -$3.43M 1 4.35% Reduced
749
HPIA
Hamilton Point Investment Advisors
North Carolina
$23.8M +$75.9K 2 6.54% Increased
750
TCBWMS
Texas Capital Bank Wealth Management Services
Texas
$23.7M -$832K 2 2.89% Reduced