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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
1026
Sit Investment Associates
Sit Investment Associates
Minnesota
$45.9M -$1.92M 14 0.87% Reduced
1027
Madison Avenue Partners
Madison Avenue Partners
New York
$45.8M +$60.7M 1 1.97% New
1028
Cozad Asset Management
Cozad Asset Management
Illinois
$45.7M -$271K 5 2.95% Reduced
1029
Highland Capital Management (Tennessee)
Highland Capital Management (Tennessee)
Tennessee
$45.5M -$133K 13 2.09% Reduced
1030
Wealthcare Advisory Partners
Wealthcare Advisory Partners
Pennsylvania
$45.4M -$1.89M 12 0.86% Reduced
1031
Capstone Investment Advisors
Capstone Investment Advisors
New York
$45.3M -$39.3M 24 0.08% Reduced
1032
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$45.3M -$631K 8 0.42% Reduced
1033
CenterBook Partners
CenterBook Partners
Connecticut
$45.2M +$19.7M 21 2.22% Increased
1034
Metis Global Partners
Metis Global Partners
California
$45M -$5.01M 15 1.02% Reduced
1035
Bleakley Financial Group
Bleakley Financial Group
New Jersey
$45M +$6.59M 6 0.57% Increased
1036
Parallel Advisors
Parallel Advisors
California
$45M +$541K 60 0.69% Increased
1037
Premier Fund Managers
Premier Fund Managers
United Kingdom
$44.9M -$18.6M 9 4.07% Reduced
1038
Brighton Jones LLC
Brighton Jones LLC
Washington
$44.8M +$794K 25 0.83% Increased
1039
Essex Investment Management
Essex Investment Management
Massachusetts
$44.8M -$21.2M 13 5.87% Reduced
1040
Osterweis Capital Management
Osterweis Capital Management
California
$44.7M +$306K 7 2.11% Increased
1041
Congruence Capital
Congruence Capital
California
$44.7M -$11.2M 3 11.69% Reduced
1042
NLB Skladi upravljanje premozenja
NLB Skladi upravljanje premozenja
$44.6M +$5.09M 8 1.69% Increased
1043
PFG Advisors
PFG Advisors
Arizona
$44.6M -$91.6K 12 2.25% Reduced
1044
J.V. Bruni & Co
J.V. Bruni & Co
Colorado
$44.5M -$20.6M 2 4.06% Reduced
1045
Tensile Capital Management
Tensile Capital Management
California
$44.4M -$4.01M 1 6.13% Reduced
1046
Sienna Gestion
Sienna Gestion
France
$44.1M +$8.05M 6 2.59% Increased
1047
Dynamic Advisor Solutions
Dynamic Advisor Solutions
Arizona
$43.9M -$837K 11 1.24% Reduced
1048
GAMMA Investing
GAMMA Investing
California
$43.9M +$2.63M 66 1.63% Increased
1049
Canada Post Corporation Pension Plan
Canada Post Corporation Pension Plan
Canada
$43.8M -$2.84M 10 1.53% Reduced
1050
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$43.8M +$1.26M 4 1.14% Increased