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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
1151
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$37.4M +$31.8M 2 0.63% Increased
1152
Steigerwald Gordon & Koch
Steigerwald Gordon & Koch
Virginia
$37.4M -$723K 16 3.71% Reduced
1153
Central Securities
Central Securities
New York
$37.4M -$7.5M 1 2.79% Reduced
1154
Connors Investor Services
Connors Investor Services
Pennsylvania
$37.3M -$6.8M 3 3.23% Reduced
1155
Sowell Financial Services
Sowell Financial Services
Arkansas
$37.3M +$540K 17 1.22% Increased
1156
Evolution Wealth Advisors
Evolution Wealth Advisors
Florida
$37.2M +$645K 2 4.36% Increased
1157
CreativeOne Wealth
CreativeOne Wealth
Kansas
$37.2M +$126K 16 0.8% Increased
1158
Kanawha Capital Management
Kanawha Capital Management
Virginia
$37.2M -$623K 3 2.42% Reduced
1159
First Sabrepoint Capital Management
First Sabrepoint Capital Management
Texas
$37M +$1.4M 3 12.17% Increased
1160
MC
Maplelane Capital
New York
$36.9M +$31.9M 1 0.67% Increased
1161
QV Investors
QV Investors
Alberta, Canada
$36.9M +$29.7M 2 2.84% Increased
1162
Mather Group
Mather Group
Illinois
$36.8M +$7.5M 32 0.32% Increased
1163
Harbor Capital Advisors
Harbor Capital Advisors
Illinois
$36.7M -$1.22M 25 2.5% Reduced
1164
F/M Investments
F/M Investments
District of Columbia
$36.6M +$216K 13 1.86% Increased
1165
1C
1060 Capital
Colorado
$36.6M +$13.3M 2 51.63% Increased
1166
ThornTree Capital Partners
ThornTree Capital Partners
Massachusetts
$36.5M -$9.5M 1 5% Reduced
1167
Y.D. More Investments
Y.D. More Investments
Israel
$36.4M +$4.41M 17 1.13% Increased
1168
Glazer Capital LLC
Glazer Capital LLC
New York
$36.3M -$20.8M 1 0.89% Reduced
1169
Absher Wealth Management
Absher Wealth Management
North Carolina
$36.3M +$257K 2 4.13% Increased
1170
No Street GP LP
No Street GP LP
California
$36.3M +$30.4M 1 2.18% New
1171
Access Investment Management
Access Investment Management
Georgia
$36.2M +$49.5K 2 9.28% Increased
1172
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$36.1M -$171K 3 1.48% Reduced
1173
Partners Group Holding
Partners Group Holding
Switzerland
$36.1M -$1.5M 1 2.46% Reduced
1174
Comgest Global Investors
Comgest Global Investors
France
$36M -$6.98M 2 0.79% Reduced
1175
Caldwell Trust
Caldwell Trust
Florida
$35.9M -$253K 14 2.91% Reduced