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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
NPF
Norris Perne & French
Michigan
$28.4M -$62.5K 1 2.39% Reduced
752
TDC
Thompson Davis & Co
Virginia
$28.3M +$1.42M 4 32.03% Increased
753
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$28.2M -$387K 1 0.64% Reduced
754
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$28M -$20.1K 3 1.02% Reduced
755
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$28M -$4.94M 8 1.05% Reduced
756
RHJA
Rice Hall James & Associates
California
$27.9M -$3.42M 8 1.58% Reduced
757
DAM
Dorsey Asset Management
Illinois
$27.8M +$22.5M 1 3.67% New
758
LIM
Leavell Investment Management
Alabama
$27.7M -$298K 7 1.88% Reduced
759
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$27.7M +$1.4M 10 0.61% Increased
760
EP
Edgestream Partners
New Jersey
$27.7M -$3.08M 17 2.51% Reduced
761
IIA
IPG Investment Advisors
California
$27.5M -$17.7M 3 6% Reduced
762
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$27.5M -$383K 16 0.65% Reduced
763
PA
PFW Advisors
Georgia
$27.4M +$23.4M 2 9.15% New
764
GIM
Grassi Investment Management
California
$27.3M -$163K 3 3.01% Reduced
765
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$27.3M +$359K 4 1.31% Increased
766
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$27.2M +$602K 6 0.8% Increased
767
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$27.2M -$1.24M 6 0.68% Reduced
768
ELC
Edgar Lomax Company
Virginia
$27.1M -$332K 1 1.79% Reduced
769
QI
QV Investors
Alberta, Canada
$26.9M -$2.04M 2 2.43% Reduced
770
OQS
Occudo Quantitative Strategies
Florida
$26.9M +$6.13M 25 2.79% Increased
771
Oberweis Asset Management
Oberweis Asset Management
Illinois
$26.8M +$10.4M 7 3.26% Increased
772
NCGI
Next Century Growth Investors
Minnesota
$26.7M +$414K 3 2.57% Increased
773
Comgest Global Investors
Comgest Global Investors
France
$26.7M +$3.79M 1 0.45% Increased
774
MAMU
Marathon Asset Management (UK)
United Kingdom
$26.7M -$2.71M 1 0.75% Reduced
775
BAM
Berkshire Asset Management
Pennsylvania
$26.7M +$1.74M 5 1.58% Increased