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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
CSM Advisors
CSM Advisors
Pennsylvania
$36.9M -$3.6M 3 2.41% Reduced
802
R.M. Davis Inc
R.M. Davis Inc
Maine
$36.8M -$1.09M 5 0.71% Reduced
803
DLP
De Lisle Partners
United Kingdom
$36.8M +$7.09M 10 5.96% Increased
804
MSR
Main Street Research
Connecticut
$36.8M +$552K 1 2.31% Increased
805
Winton Group
Winton Group
United Kingdom
$36.8M -$4.84M 17 2.58% Reduced
806
MC
Muhlenkamp & Co
Pennsylvania
$36.7M +$1.95K 3 11.25% Increased
807
Sapient Capital
Sapient Capital
Indiana
$36.3M +$4.24M 6 0.73% Increased
808
TCM
Tyro Capital Management
Florida
$36.3M -$5.89M 2 11.72% Reduced
809
LI
Leeward Investments
Massachusetts
$36M -$18.4M 3 1.67% Reduced
810
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$35.8M -$15.9M 4 1.46% Reduced
811
Fiduciary Trust
Fiduciary Trust
Massachusetts
$35.7M +$847K 10 0.5% Increased
812
Jefferies Financial Group
Jefferies Financial Group
New York
$35.7M -$18.1M 19 0.26% Reduced
813
LIM
Lathrop Investment Management
Arkansas
$35.6M -$3.76M 2 6.62% Reduced
814
NB
NBT Bank
New York
$35.5M -$815K 8 2.39% Reduced
815
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$35.4M -$3.05M 8 1.04% Reduced
816
HCMG
Howard Capital Management Group
California
$35.4M -$69K 2 2.49% Reduced
817
Welch Group
Welch Group
Alabama
$35.3M +$560K 9 1.54% Increased
818
Inspire Investing
Inspire Investing
Idaho
$35.2M -$4.78M 16 3.6% Reduced
819
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$35M -$92.9K 8 1.44% Reduced
820
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$35M +$16.7M 11 0.63% Increased
821
SWM
Segment Wealth Management
Texas
$34.9M +$11.9M 3 2.4% Increased
822
RCM
Redwood Capital Management
New York
$34.9M -$11.3M 2 5.32% Reduced
823
AWM
Absher Wealth Management
North Carolina
$34.9M +$2.1M 1 4.5% Increased
824
GFP
Gryphon Financial Partners
Ohio
$34.9M +$703K 5 4.72% Increased
825
MYAM
Meiji Yasuda Asset Management
Japan
$34.9M -$1.35M 16 1.33% Reduced