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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
Old National Bancorp
Old National Bancorp
Indiana
$29.7M -$14M 9 0.85% Reduced
727
PGGM Investments
PGGM Investments
Netherlands
$29.6M +$3M 5 0.48% Increased
728
Masters Capital Management
Masters Capital Management
Georgia
$29.6M $0 1 1.19% Maintained
729
SCM
SG Capital Management
Illinois
$29.6M +$11.4M 6 12.13% Increased
730
EGI
EAM Global Investors
California
$29.5M -$3.22M 7 8.65% Reduced
731
MRCM
Mill Road Capital Management
Connecticut
$29.4M +$2.17M 2 15.94% Increased
732
GIA
GHP Investment Advisors
Colorado
$29.3M +$1.91M 13 1.71% Increased
733
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management
California
$29.2M +$904K 15 1.57% Increased
734
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$29.2M +$2.35M 5 1.08% Increased
735
PA
Paralel Advisors
Colorado
$29.2M -$3.75M 3 1.56% Reduced
736
CAM
Cozad Asset Management
Illinois
$29M +$1.96M 7 3.62% Increased
737
PAMG
Patton Albertson Miller Group
Tennessee
$29M -$450K 6 5.6% Reduced
738
AAM
Aureus Asset Management
Massachusetts
$29M -$4.58M 3 2.17% Reduced
739
LDB
Lee, Danner & Bass
Tennessee
$29M -$1.57M 3 2.49% Reduced
740
Capital International Sarl
Capital International Sarl
California
$28.9M +$2.85M 2 1.3% Increased
741
Capital International
Capital International
California
$28.9M +$32.6K 1 1.62% Increased
742
Park National Corp
Park National Corp
Ohio
$28.9M +$4.11M 2 1.26% Increased
743
CSM Advisors
CSM Advisors
Pennsylvania
$28.9M -$1.12M 2 2.18% Reduced
744
Woodline Partners
Woodline Partners
California
$28.8M +$4.5M 3 0.34% Increased
745
LG
LaFleur & Godfrey
Michigan
$28.7M +$636K 3 4.31% Increased
746
Hosking Partners
Hosking Partners
United Kingdom
$28.7M +$1.28M 1 1.21% Increased
747
QM
QVIDTVM Management
Texas
$28.6M $0 1 17.61% Maintained
748
CA
Callahan Advisors
Texas
$28.5M +$2.95M 3 3.47% Increased
749
CCM
Cinctive Capital Management
New York
$28.5M +$5.92M 4 0.95% Increased
750
PRCP
Pacific Ridge Capital Partners
Oregon
$28.5M -$3.51M 6 6.48% Reduced