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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
751
SIM
Spark Investment Management
New York
$13.2M -$179K 14 1.08% Reduced
752
TCM
Twin Capital Management
Pennsylvania
$13.1M -$1.23M 4 0.85% Reduced
753
PCMI
Princeton Capital Management Inc
New Jersey
$13.1M +$424K 6 8.73% Increased
754
FPC
Falcon Point Capital
California
$13.1M -$1.48M 4 1.75% Reduced
755
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$13M +$2.68M 4 0.83% Increased
756
UFF
USA Financial Formulas
Michigan
$13M +$4.61M 12 3.22% Increased
757
UMB Bank
UMB Bank
Missouri
$12.9M +$4.77M 5 0.47% Increased
758
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$12.9M -$1.48M 2 0.17% Reduced
759
Trexquant Investment
Trexquant Investment
Connecticut
$12.8M +$7M 21 2.02% Increased
760
NIMC
NWQ Investment Management Company
California
$12.7M +$2.38M 1 0.17% Increased
761
CC
Cannell Capital
Wyoming
$12.7M +$634K 2 4.04% Increased
762
1M
13D Management
New York
$12.7M -$101K 3 5.19% Reduced
763
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$12.6M -$5.84M 6 0.69% Reduced
764
ING Group
ING Group
Netherlands
$12.6M -$1.49M 8 0.24% Reduced
765
GWI
Grace & White Inc
New York
$12.6M -$903K 2 2.71% Reduced
766
BAWC
Black-and-white Capital
California
$12.6M +$12.7M 1 5.42% New
767
LCM
Lomas Capital Management
New York
$12.6M -$7.26M 1 2.78% Reduced
768
BFG
Beacon Financial Group
Texas
$12.5M +$22.9K 3 2.55% Increased
769
Nicholas Company
Nicholas Company
Wisconsin
$12.5M +$825K 1 0.28% Increased
770
BCMNY
Buckingham Capital Management (New York)
New York
$12.5M -$2.8M 2 1.66% Reduced
771
Whittier Trust
Whittier Trust
California
$12.5M -$49.1K 15 0.53% Reduced
772
IAMA
Impax Asset Management (AIFM)
United Kingdom
$12.5M -$1.04M 1 3.63% Reduced
773
Allstate Corporation
Allstate Corporation
Illinois
$12.5M +$11M 3 0.74% Increased
774
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$12.4M +$2.16M 8 0.77% Increased
775
TU
TDAM USA
Ontario, Canada
$12.4M +$2.04M 5 0.65% Increased