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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
801
Mariner
Mariner
Kansas
$11.7M -$212K 5 0.11% Reduced
802
CBOR
Community Bank of Raymore
Missouri
$11.6M -$22.5K 2 5.18% Reduced
803
Needham Investment Management
Needham Investment Management
New York
$11.6M +$3.55M 2 2.32% Increased
804
WCMN
Westchester Capital Management (Nebraska)
Nebraska
$11.5M -$35.5K 2 4.08% Reduced
805
GWI
Grace & White Inc
New York
$11.5M +$44.1K 3 2.96% Increased
806
Quadrature Capital
Quadrature Capital
United Kingdom
$11.4M +$8.03M 11 0.66% Increased
807
DADR
Dynamo Administracao de Recursos
Brazil
$11.4M -$249K 1 2.56% Reduced
808
SIM
Sentry Investment Management
Wisconsin
$11.3M -$39.7K 5 0.63% Reduced
809
CCMINC
Cardinal Capital Management Inc (North Carolina)
North Carolina
$11.3M +$67K 4 3.12% Increased
810
TCTC Holdings
TCTC Holdings
Texas
$11.3M -$463K 5 0.7% Reduced
811
TCM
Twin Capital Management
Pennsylvania
$11.2M +$387K 4 1.02% Increased
812
Lockheed Martin Investment Management
Lockheed Martin Investment Management
Maryland
$11.2M -$421K 1 0.69% Reduced
813
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management
California
$11.2M +$127K 12 0.99% Increased
814
EARNEST Partners
EARNEST Partners
Georgia
$11.1M +$2.43M 17 0.1% Increased
815
PAM
Palisade Asset Management
Minnesota
$11.1M -$245K 2 1.68% Reduced
816
SCM
Sandler Capital Management
New York
$11.1M +$2M 1 1.12% Increased
817
Wealthfront Advisers
Wealthfront Advisers
California
$11.1M +$1.19M 8 0.08% Increased
818
VWA
Visionary Wealth Advisors
Illinois
$11.1M +$51.8K 2 1.56% Increased
819
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$11M -$20M 3 0.29% Reduced
820
SBCM
Schwerin Boyle Capital Management
Massachusetts
$11M -$55.3K 2 1.26% Reduced
821
Avantax Advisory Services
Avantax Advisory Services
Texas
$10.9M +$6.01M 8 0.17% Increased
822
Cambiar Investors
Cambiar Investors
Colorado
$10.9M +$668K 3 0.49% Increased
823
CEI
Clark Estates Inc
New York
$10.8M -$2.51M 3 1.77% Reduced
824
AI
Acuitas Investments
Washington
$10.8M +$6.87M 4 7.58% Increased
825
Synovus Financial
Synovus Financial
Georgia
$10.7M -$777K 6 0.14% Reduced