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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
KTA
Keeley-Teton Advisors
Illinois
$23.8M -$1.7M 9 3.34% Reduced
852
Vest Financial
Vest Financial
Virginia
$23.7M +$8.75M 1 1.3% Increased
853
AWMS
Advocacy Wealth Management Services
Georgia
$23.5M +$816K 1 2.62% Increased
854
MYAM
Meiji Yasuda Asset Management
Japan
$23.5M +$2.28M 8 1.1% Increased
855
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$23.5M -$9.83M 2 1.73% Reduced
856
Avantax Advisory Services
Avantax Advisory Services
Texas
$23.5M -$868K 14 0.26% Reduced
857
MSR
Main Street Research
Connecticut
$23.4M +$8.67M 2 2.41% Increased
858
Needham Investment Management
Needham Investment Management
New York
$23.4M +$829K 4 3.98% Increased
859
AssetMark Inc
AssetMark Inc
California
$23.4M +$2.56M 25 0.09% Increased
860
FDCC
Foster Dykema Cabot & Co
Massachusetts
$23.3M -$64.6K 4 2.81% Reduced
861
SIG
Senator Investment Group
New York
$23.2M -$27.2M 1 1.3% Reduced
862
TCTC Holdings
TCTC Holdings
Texas
$23.2M -$12.5K 7 0.9% Reduced
863
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$23.1M -$211K 4 0.97% Reduced
864
Welch Group
Welch Group
Alabama
$23.1M +$306K 8 1.37% Increased
865
JCM
Janney Capital Management
Pennsylvania
$23.1M +$340K 3 1.77% Increased
866
TCG
Tremblant Capital Group
Florida
$23.1M +$754K 1 2.42% Increased
867
AWM
Absher Wealth Management
North Carolina
$23M +$981K 1 3.83% Increased
868
Central Trust Company
Central Trust Company
Missouri
$22.9M -$438K 18 0.66% Reduced
869
AAIM
American Assets Investment Management
California
$22.9M $0 3 2.56% Maintained
870
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$22.9M +$6.05M 8 0.18% Increased
871
BCA
Boundary Creek Advisors
New York
$22.9M +$2.83M 1 0.95% Increased
872
NIMC
Nierenberg Investment Management Company
Washington
$22.9M -$4.63M 4 16.44% Reduced
873
CA
Cullinan Associates
Kentucky
$22.8M -$527K 5 1.33% Reduced
874
PFC
Poplar Forest Capital
California
$22.7M -$4.82M 1 2.63% Reduced
875
MAM
Mark Asset Management
New York
$22.7M -$109K 1 4.1% Reduced