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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
776
WhitTier Trust Company
WhitTier Trust Company
Nevada
$27.3M -$3.25M 15 0.97% Reduced
777
SC
Samjo Capital
New York
$27.3M +$14.1M 2 10.75% Increased
778
MIM
Marco Investment Management
Georgia
$27.3M +$645K 4 3.14% Increased
779
ACM
Azarias Capital Management
Pennsylvania
$27.3M +$1.02M 3 13.47% Increased
780
FSCM
First Sabrepoint Capital Management
Texas
$27.2M +$15.6M 2 11.58% Increased
781
JCM
Jag Capital Management
Missouri
$27.1M -$7.35M 5 3.27% Reduced
782
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$27.1M -$908K 8 1.08% Reduced
783
Atlas FRM
Atlas FRM
Connecticut
$27M $0 1 4.46% Maintained
784
Busey Bank
Busey Bank
Illinois
$27M -$1.45M 4 1.15% Reduced
785
CAM
Cozad Asset Management
Illinois
$27M -$1.64M 7 3.51% Reduced
786
Hosking Partners
Hosking Partners
United Kingdom
$26.9M +$711K 1 1.19% Increased
787
Old National Bancorp
Old National Bancorp
Indiana
$26.8M -$2.4M 9 0.78% Reduced
788
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$26.8M +$558K 5 0.69% Increased
789
WesBanco Bank
WesBanco Bank
West Virginia
$26.7M +$651K 9 1.17% Increased
790
RHJA
Rice Hall James & Associates
California
$26.7M -$2.49M 8 1.69% Reduced
791
EP
Edgestream Partners
New Jersey
$26.7M -$234K 18 2.12% Reduced
792
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$26.5M -$6.15M 15 0.75% Reduced
793
ACM
Arosa Capital Management
Florida
$26.4M +$6.65M 3 8.2% Increased
794
Achmea Investment Management
Achmea Investment Management
Netherlands
$26.4M +$42.1K 6 0.58% Increased
795
NPF
Norris Perne & French
Michigan
$26.4M -$677K 1 2.31% Reduced
796
Montag & Associates
Montag & Associates
Georgia
$26.3M +$3.55M 13 1.66% Increased
797
Prime Capital Investment Advisors
Prime Capital Investment Advisors
Kansas
$26.3M -$5.74M 5 0.54% Reduced
798
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$26.2M -$307K 1 0.62% Reduced
799
RIA
RPG Investment Advisory
California
$26.1M -$8.15M 2 4.8% Reduced
800
Eastern Bank
Eastern Bank
Massachusetts
$26.1M -$11.8M 4 1.3% Reduced