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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
BCP
Bayberry Capital Partners
New York
$39.3M +$16.4M 2 7.87% Increased
727
Conning Inc
Conning Inc
Connecticut
$39.2M -$5M 7 1.41% Reduced
728
CA
Callahan Advisors
Texas
$39M -$1.47M 4 4.06% Reduced
729
MIM
Montgomery Investment Management
Maryland
$39M -$14.4K 4 15.44% Reduced
730
AP
Atwood & Palmer
Missouri
$38.9M +$315K 6 2.95% Increased
731
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$38.9M -$4.48M 2 0.45% Reduced
732
AC
AltraVue Capital
Washington
$38.9M -$493K 2 3.87% Reduced
733
Jones Financial Companies
Jones Financial Companies
Missouri
$38.7M +$18.7M 35 0.04% Increased
734
USAA
United Services Automobile Association
Texas
$38.5M -$6.6M 4 0.98% Reduced
735
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$38.4M -$1.75M 8 1.49% Reduced
736
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$38.3M -$233K 21 0.99% Reduced
737
TIM
Triodos Investment Management
Netherlands
$38.2M +$39.9M 1 3.34% New
738
EAM
Exane Asset Management
France
$38.2M +$28.5M 2 26.81% Increased
739
AAM
Aureus Asset Management
Massachusetts
$38.1M -$1.41M 3 2.67% Reduced
740
Savant Capital
Savant Capital
Illinois
$38.1M +$3.98M 20 0.38% Increased
741
CCM
Corsair Capital Management
New York
$38M +$18.7M 4 6.16% Increased
742
SCI
S&CO Inc
Massachusetts
$37.9M -$1.06M 2 2.64% Reduced
743
SCA
Snowden Capital Advisors
New York
$37.9M -$188K 14 1.13% Reduced
744
LIM
Lathrop Investment Management
Arkansas
$37.6M -$2.72M 2 7.35% Reduced
745
Chilton Capital Management
Chilton Capital Management
Texas
$37.6M +$2.35M 10 1.68% Increased
746
HCM
Hahn Capital Management
California
$37.5M +$9.29M 3 17.83% Increased
747
LCG
Lisanti Capital Growth
New York
$37.5M +$722K 9 9.01% Increased
748
HA
Heartland Advisors
Wisconsin
$37.3M +$551K 5 2.09% Increased
749
Synovus Financial
Synovus Financial
Georgia
$37.1M +$875K 15 0.49% Increased
750
Winton Group
Winton Group
United Kingdom
$37M +$20.7M 10 2.5% Increased