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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
901
Lighthouse Investment Partners
Lighthouse Investment Partners
Florida
$23.9M -$1.96M 4 1.08% Reduced
902
IA
Icon Advisers
Colorado
$23.7M -$363K 6 5.43% Reduced
903
Temasek Holdings
Temasek Holdings
Singapore
$23.7M +$18.8M 9 0.13% Increased
904
CPA
Court Place Advisors
Maryland
$23.7M +$368K 5 7.78% Increased
905
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$23.7M -$273K 4 0.92% Reduced
906
Foster Dykema Cabot & Partners
Foster Dykema Cabot & Partners
Massachusetts
$23.6M +$20.2M 6 2.5% New
907
Steigerwald Gordon & Koch
Steigerwald Gordon & Koch
Virginia
$23.6M +$48.2K 2 3.19% Increased
908
WAM
Winslow Asset Management
Ohio
$23.5M +$151K 3 4.79% Increased
909
Savant Capital
Savant Capital
Illinois
$23.5M +$1.22M 10 0.3% Increased
910
AAM
Ardevora Asset Management
United Kingdom
$23.3M -$8.62M 2 2.07% Reduced
911
GRIM
Greenhaven Road Investment Management
Connecticut
$23.2M -$2.36M 2 9.73% Reduced
912
Coronation Fund Managers
Coronation Fund Managers
South Africa
$23.1M +$10M 3 0.65% Increased
913
HighPoint Advisor Group
HighPoint Advisor Group
Illinois
$23.1M +$17.6M 15 1.66% New
914
1SP
140 Summer Partners
New York
$23.1M +$20.2M 1 3.98% New
915
BCC
Bridge City Capital
Oregon
$23.1M +$2.51M 5 8.95% Increased
916
James Investment Research
James Investment Research
Ohio
$23.1M -$446K 4 2.9% Reduced
917
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$23M -$87.8K 9 0.54% Reduced
918
KCM Investment Advisors
KCM Investment Advisors
California
$23M -$1M 3 0.91% Reduced
919
TCM
Tyro Capital Management
Florida
$22.9M +$20.9M 2 16.17% New
920
12th Street Asset Management Company
12th Street Asset Management Company
Tennessee
$22.9M -$1.94M 3 4.3% Reduced
921
KC
Kadensa Capital
Hong Kong
$22.8M +$4.21M 1 5.75% Increased
922
DTL
Dynamic Technology Lab
Singapore
$22.7M -$1.14M 26 2.4% Reduced
923
Nicholas Investment Partners
Nicholas Investment Partners
California
$22.6M -$1.25M 4 2.65% Reduced
924
Keeley-Teton Advisors
Keeley-Teton Advisors
Illinois
$22.6M -$2.92M 9 2.92% Reduced
925
Allied Investment Advisors
Allied Investment Advisors
Montana
$22.6M +$151K 2 6.14% Increased