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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
926
Great Valley Advisor Group
Great Valley Advisor Group
Delaware
$20.5M +$1.51M 4 0.85% Increased
927
Sit Investment Associates
Sit Investment Associates
Minnesota
$20.3M -$1.18M 10 0.56% Reduced
928
Baldwin Wealth Partners
Baldwin Wealth Partners
Massachusetts
$20.2M -$553K 5 1.74% Reduced
929
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$20.2M -$140K 15 0.77% Reduced
930
MAP
Moody Aldrich Partners
Massachusetts
$20.2M -$2.63M 5 3.82% Reduced
931
Eisler Capital (UK)
Eisler Capital (UK)
United Kingdom
$20.1M +$2.7M 2 0.13% Increased
932
CM
Crestline Management
Texas
$19.9M -$6.12M 3 2.32% Reduced
933
IQ EQ Fund Management
IQ EQ Fund Management
Ireland
$19.9M +$1.03M 8 4.09% Increased
934
WRM
Weybosset Research & Management
Rhode Island
$19.8M -$242K 2 7.9% Reduced
935
OCM
Oakview Capital Management
Texas
$19.8M -$370K 1 8.77% Reduced
936
Nomura Holdings
Nomura Holdings
Japan
$19.8M +$12.7M 6 0.06% Increased
937
Mivtachim The Workers Social Insurance Fund
Mivtachim The Workers Social Insurance Fund
Israel
$19.7M $0 1 1.69% Maintained
938
Washington Trust Bank
Washington Trust Bank
Washington
$19.7M -$222K 4 2.06% Reduced
939
Simmons Bank
Simmons Bank
Arkansas
$19.7M -$562K 5 1.75% Reduced
940
IHL
Investment House LLC
California
$19.7M -$31.7K 3 1.55% Reduced
941
WAM
Wilson Asset Management
Australia
$19.6M $0 1 5.63% Maintained
942
Metis Global Partners
Metis Global Partners
California
$19.5M +$4.24M 11 0.94% Increased
943
Nicholas Investment Partners
Nicholas Investment Partners
California
$19.5M -$10.8M 5 1.46% Reduced
944
Mengis Capital Management
Mengis Capital Management
Oregon
$19.5M -$89.5K 4 4.06% Reduced
945
Marks Group Wealth Management
Marks Group Wealth Management
Minnesota
$19.5M -$294K 7 2.41% Reduced
946
Campbell Newman Asset Management
Campbell Newman Asset Management
Wisconsin
$19.5M +$1.22M 5 1.84% Increased
947
GRIM
Greenhaven Road Investment Management
Connecticut
$19.3M -$765K 2 9.71% Reduced
948
GWI
Grace & White Inc
New York
$19.2M -$779K 2 3.59% Reduced
949
NIP
Norwood Investment Partners
California
$19.2M +$1.44M 1 16.05% Increased
950
Greenland Capital Management
Greenland Capital Management
New York
$19.2M +$10M 6 1.87% Increased