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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
851
AIM
Atlantic Investment Management
New York
$22.4M +$17.1M 2 11.05% Increased
852
AAIM
American Assets Investment Management
California
$22.3M $0 3 2.48% Maintained
853
Azimuth Capital Investment Management
Azimuth Capital Investment Management
Michigan
$22.3M +$5.41M 3 1.06% Increased
854
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$22.2M -$245K 2 0.7% Reduced
855
WPC
Waters Parkerson & Co
Louisiana
$22.1M +$252K 3 1.25% Increased
856
Advisor Partners II
Advisor Partners II
California
$22.1M +$1.94M 20 1.03% Increased
857
TCTC Holdings
TCTC Holdings
Texas
$22.1M -$195K 6 0.88% Reduced
858
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers
Washington
$22M +$4.34M 4 0.73% Increased
859
FVCM
F&V Capital Management
Florida
$21.9M +$8.48K 2 7.09% Increased
860
TCBWMS
Texas Capital Bank Wealth Management Services
Texas
$21.9M -$398K 2 2.35% Reduced
861
NSIM
North Star Investment Management
Illinois
$21.9M -$1.33M 21 1.77% Reduced
862
AssetMark Inc
AssetMark Inc
California
$21.8M +$2.33M 21 0.09% Increased
863
NIMC
Nierenberg Investment Management Company
Washington
$21.8M -$961K 3 14.93% Reduced
864
KIA
KCM Investment Advisors
California
$21.8M -$518K 3 0.88% Reduced
865
MIIM
Mesirow Institutional Investment Management
Illinois
$21.7M -$6.36M 2 2.24% Reduced
866
Evergreen Capital Management
Evergreen Capital Management
Washington
$21.7M +$6.29M 13 0.9% Increased
867
Dodge & Cox
Dodge & Cox
California
$21.7M -$687K 5 0.01% Reduced
868
NewEdge Wealth
NewEdge Wealth
Pennsylvania
$21.7M +$1.89M 6 0.72% Increased
869
OCM
Oakview Capital Management
Texas
$21.6M +$3.58M 1 9.33% Increased
870
WRM
Weybosset Research & Management
Rhode Island
$21.5M -$238K 2 7.87% Reduced
871
RAM
Riggs Asset Management
Pennsylvania
$21.3M -$99.3K 7 7.52% Reduced
872
Sit Investment Associates
Sit Investment Associates
Minnesota
$21.3M -$723K 11 0.56% Reduced
873
AWCI
Alpine Woods Capital Investors
New York
$21.3M +$2.62M 6 3.33% Increased
874
GPGA
Grandeur Peak Global Advisors
Utah
$21.3M +$2.67M 3 1.45% Increased
875
RNC Capital Management
RNC Capital Management
California
$21.3M +$17.2M 2 1.18% Increased