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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
NPA
Nichols & Pratt Advisers
Massachusetts
$28.9M -$435K 2 2.19% Reduced
752
MAI Capital Management
MAI Capital Management
Ohio
$28.9M -$457K 13 0.43% Reduced
753
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$28.8M -$3M 8 0.48% Reduced
754
EULAV Asset Management
EULAV Asset Management
Florida
$28.8M +$7.1M 4 1.05% Increased
755
TBA
Tower Bridge Advisors
Pennsylvania
$28.7M -$122K 4 2.66% Reduced
756
PFC
Phocas Financial Corp
California
$28.7M -$8.92M 3 4.17% Reduced
757
CSM Advisors
CSM Advisors
Pennsylvania
$28.6M -$798K 2 2.49% Reduced
758
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management
California
$28.5M +$429K 16 1.62% Increased
759
KCM
Kingdon Capital Management
New York
$28.5M -$5.38M 2 3.28% Reduced
760
TDC
Thompson Davis & Co
Virginia
$28.3M +$4.48M 5 35.02% Increased
761
Cowen and Company
Cowen and Company
New York
$28.3M +$16.4M 1 1.98% Increased
762
PAMG
Patton Albertson Miller Group
Tennessee
$28.2M +$347K 6 5.53% Increased
763
FM
Freemont Management
Switzerland
$28.2M -$9.09M 4 4.21% Reduced
764
Inspire Investing
Inspire Investing
Idaho
$28M +$10.1M 20 3.57% Increased
765
Curi RMB Capital
Curi RMB Capital
Illinois
$28M +$278K 9 0.96% Increased
766
GIM
Grassi Investment Management
California
$27.9M -$213K 2 3.21% Reduced
767
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$27.9M +$164K 5 1.07% Increased
768
AT
Avalon Trust
New Mexico
$27.9M -$6.12M 4 2.76% Reduced
769
SCM
Segantii Capital Management
Hong Kong
$27.9M -$5.48M 1 0.98% Reduced
770
GIA
GHP Investment Advisors
Colorado
$27.8M +$884K 14 1.69% Increased
771
AAM
Aureus Asset Management
Massachusetts
$27.7M -$574K 4 2.22% Reduced
772
Park National Corp
Park National Corp
Ohio
$27.6M +$385K 2 1.25% Increased
773
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$27.6M +$339K 6 0.85% Increased
774
Azimuth Capital Investment Management
Azimuth Capital Investment Management
Michigan
$27.4M +$7.28M 3 1.35% Increased
775
DA
Duality Advisers
Florida
$27.3M +$9.52M 17 3.31% Increased