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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
R.M. Davis Inc
R.M. Davis Inc
Maine
$36.8M +$482K 5 0.75% Increased
752
Shelton Capital Management
Shelton Capital Management
Colorado
$36.8M -$5.7M 21 1% Reduced
753
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$36.7M -$25.7K 19 0.44% Reduced
754
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$36.7M -$22.6M 13 1.29% Reduced
755
LG
LaFleur & Godfrey
Michigan
$36.7M +$231K 3 5.38% Increased
756
BCA
Boundary Creek Advisors
New York
$36.6M -$2.57M 1 3.35% Reduced
757
Hosking Partners
Hosking Partners
United Kingdom
$36.6M +$8.54M 2 1.35% Increased
758
EIM
Essex Investment Management
Massachusetts
$36.5M +$4.93M 16 6.83% Increased
759
TCM
Tributary Capital Management
Nebraska
$36.5M +$8.72M 6 3.02% Increased
760
Cowen and Company
Cowen and Company
New York
$36.4M -$3.13M 2 1% Reduced
761
CI
Cooper Investors
Australia
$36.4M -$79.2M 3 5.53% Reduced
762
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$36.3M -$3.72M 5 0.51% Reduced
763
PE
Point72 Europe
United Kingdom
$36.3M +$29.1M 1 2.99% Increased
764
NEOS Investment Management
NEOS Investment Management
Connecticut
$36.2M +$21.1M 16 1.49% Increased
765
WIC
Willis Investment Counsel
Georgia
$36.2M -$824K 3 2.51% Reduced
766
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$36.1M -$1.33M 3 1.36% Reduced
767
DCP
Distillate Capital Partners
Illinois
$36.1M +$37.7M 2 1.91% Increased
768
MAP
Managed Asset Portfolios
Michigan
$36.1M -$1.9M 1 5.35% Reduced
769
Weiss Asset Management
Weiss Asset Management
Massachusetts
$36M -$35M 7 1.36% Reduced
770
CIC
Cutler Investment Counsel
Oregon
$36M -$362K 2 4.9% Reduced
771
LDB
Lee, Danner & Bass
Tennessee
$35.9M +$37.1M 3 2.77% New
772
Montag & Associates
Montag & Associates
Georgia
$35.9M -$3.74M 19 1.81% Reduced
773
CSM Advisors
CSM Advisors
Pennsylvania
$35.9M +$2.42M 3 2.53% Increased
774
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$35.8M -$6.26M 9 0.87% Reduced
775
PAMG
Patton Albertson Miller Group
Tennessee
$35.7M -$2.95M 6 5.08% Reduced