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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
351
MDSL
M.D. Sass LLC
New York
$164M +$60.6M 3 12.13% Increased
352
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$162M +$143M 1 1.02% New
353
WCM Investment Management
WCM Investment Management
California
$160M -$13.5M 5 0.36% Reduced
354
Empower Advisory Group
Empower Advisory Group
Colorado
$158M +$550K 6 0.54% Increased
355
KeyBank National Association
KeyBank National Association
Ohio
$158M -$6.69M 22 0.61% Reduced
356
Algert Global
Algert Global
California
$157M +$30.5M 31 4.23% Increased
357
Westwood Holdings Group
Westwood Holdings Group
Texas
$157M -$19.3M 8 0.66% Reduced
358
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$157M +$16.9M 35 0.34% Increased
359
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$157M -$70.9M 28 0.96% Reduced
360
Sanctuary Advisors
Sanctuary Advisors
Indiana
$156M +$7.21M 32 0.99% Increased
361
ACB
Aristotle Capital Boston
Massachusetts
$155M -$23.5M 4 5.15% Reduced
362
Adage Capital Partners
Adage Capital Partners
Massachusetts
$155M -$121M 10 0.27% Reduced
363
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$155M -$1.32M 4 4.11% Reduced
364
Wedge Capital Management
Wedge Capital Management
North Carolina
$154M +$60.2M 13 2.66% Increased
365
Erste Asset Management
Erste Asset Management
Austria
$153M +$6.34M 8 1.84% Increased
366
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$153M +$6.55M 69 0.66% Increased
367
Soros Fund Management
Soros Fund Management
New York
$153M +$25.4M 3 2.21% Increased
368
Kestra Advisory Services
Kestra Advisory Services
Texas
$152M -$3.16M 29 0.84% Reduced
369
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$152M +$58.2M 2 1.38% Increased
370
MG
Meritage Group
California
$151M +$24.1K 1 3.54% Increased
371
IP
Interval Partners
New York
$151M +$38.6M 5 3.4% Increased
372
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$151M +$1.51M 33 0.95% Increased
373
ACM
Alua Capital Management
New York
$150M -$29.1M 1 10.13% Reduced
374
ING Group
ING Group
Netherlands
$150M -$39.5M 15 0.87% Reduced
375
Pathstone Holdings
Pathstone Holdings
New Jersey
$148M -$3.51M 37 0.65% Reduced