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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
PA
Paralel Advisors
Colorado
$34.7M $0 3 1.78% Maintained
727
Norinchukin Bank
Norinchukin Bank
Japan
$34.6M -$3.57M 8 0.81% Reduced
728
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$34.5M -$3.66M 5 1.05% Reduced
729
FWSM
First Wilshire Securities Management
California
$34.5M -$1.19M 6 11.14% Reduced
730
ACM
Atika Capital Management
New York
$34.4M +$3.39M 2 4.61% Increased
731
BBCM
Broad Bay Capital Management
New York
$34.4M +$995K 1 4.02% Increased
732
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$34.3M -$778K 8 1.07% Reduced
733
SM
Samjo Management
New York
$34.2M +$29.1M 2 12.12% New
734
Martingale Asset Management
Martingale Asset Management
Massachusetts
$34.1M -$2.23M 10 0.7% Reduced
735
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$34M +$1.76M 21 0.89% Increased
736
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$33.9M -$1.03M 1 0.74% Reduced
737
R.M. Davis Inc
R.M. Davis Inc
Maine
$33.9M -$5.33M 4 0.78% Reduced
738
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$33.9M -$14.1M 23 2.77% Reduced
739
GIA
GHP Investment Advisors
Colorado
$33.7M +$1.86M 13 1.82% Increased
740
TPI
Trust Point Inc
Wisconsin
$33.7M +$29.2M 10 2.79% New
741
RIA
RPG Investment Advisory
California
$33.7M +$1.37M 2 5.49% Increased
742
NPF
Norris Perne & French
Michigan
$33.7M +$2.76M 1 2.6% Increased
743
Needham Investment Management
Needham Investment Management
New York
$33.6M +$3.95M 5 4.24% Increased
744
Cowen and Company
Cowen and Company
New York
$33.6M +$2.08M 2 2.2% Increased
745
MAI Capital Management
MAI Capital Management
Ohio
$33.5M +$1.21M 16 0.44% Increased
746
CCS
Concentric Capital Strategies
Connecticut
$33.5M -$339K 10 3.81% Reduced
747
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$33.5M -$399K 13 0.71% Reduced
748
TC
TownSquare Capital
Utah
$33.4M -$5.94M 21 0.57% Reduced
749
Inspire Investing
Inspire Investing
Idaho
$33.2M +$1.83M 20 3.65% Increased
750
Hancock Whitney
Hancock Whitney
Mississippi
$33.1M -$1.38M 9 1.23% Reduced