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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
Vest Financial
Vest Financial
Virginia
$33M +$6.44M 5 1.23% Increased
752
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$32.7M -$5.2M 1 0.29% Reduced
753
BCM
Birmingham Capital Management
Alabama
$32.6M -$522K 4 12.9% Reduced
754
LDB
Lee, Danner & Bass
Tennessee
$32.6M -$1.71M 3 2.79% Reduced
755
Azimuth Capital Investment Management
Azimuth Capital Investment Management
Michigan
$32.6M +$80.3K 3 1.47% Increased
756
Curi RMB Capital
Curi RMB Capital
Illinois
$32.5M -$1.03M 7 0.99% Reduced
757
HCMG
Howard Capital Management Group
California
$32.4M -$87.9K 2 2.81% Reduced
758
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$32.4M +$2.8M 4 0.97% Increased
759
WhitTier Trust Company
WhitTier Trust Company
Nevada
$32.3M +$335K 17 1.03% Increased
760
LCM
Legato Capital Management
California
$32.3M +$279K 22 4.22% Increased
761
Achmea Investment Management
Achmea Investment Management
Netherlands
$32.2M +$2.38M 7 0.66% Increased
762
AAM
Aureus Asset Management
Massachusetts
$32.2M -$527K 4 2.35% Reduced
763
Palisade Capital Management
Palisade Capital Management
New Jersey
$32M -$2.43M 3 0.85% Reduced
764
LCG
Lisanti Capital Growth
New York
$31.9M -$19.5M 10 7.53% Reduced
765
FCM
Fernbridge Capital Management
California
$31.9M +$11.6M 1 2.7% Increased
766
NB
NBT Bank
New York
$31.9M +$3.89M 9 2.5% Increased
767
LF
Longbow Finance
Switzerland
$31.8M -$4.38M 3 3.23% Reduced
768
CSM Advisors
CSM Advisors
Pennsylvania
$31.6M +$1.86M 3 2.28% Increased
769
Synovus Financial
Synovus Financial
Georgia
$31.5M -$1.52M 10 0.45% Reduced
770
Hosking Partners
Hosking Partners
United Kingdom
$31.4M -$648K 2 1.32% Reduced
771
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$31.2M +$204K 5 1.07% Increased
772
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$31.1M +$898K 6 0.84% Increased
773
Montag & Associates
Montag & Associates
Georgia
$31.1M +$525K 13 1.73% Increased
774
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$31.1M -$1.26M 3 1.09% Reduced
775
MAP
Managed Asset Portfolios
Michigan
$31M -$7.02M 1 4.7% Reduced