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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
376
Guggenheim Capital
Guggenheim Capital
Illinois
$118M +$1.76M 29 0.89% Increased
377
Empower Advisory Group
Empower Advisory Group
Colorado
$117M +$1.39M 7 0.46% Increased
378
Daiwa Securities Group
Daiwa Securities Group
Japan
$117M +$12.6M 16 0.72% Increased
379
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$116M -$11.8M 17 0.67% Reduced
380
First Pacific Advisors
First Pacific Advisors
California
$115M +$1.34M 2 1.73% Increased
381
Nicholas Company
Nicholas Company
Wisconsin
$115M -$1.11M 5 2.04% Reduced
382
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$114M +$34M 58 0.61% Increased
383
Energy Income Partners
Energy Income Partners
Connecticut
$114M -$53.6M 3 2.46% Reduced
384
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$113M +$66M 2 0.71% Increased
385
HCM
Hodges Capital Management
Texas
$111M +$48.2M 9 5.87% Increased
386
Oaktree Capital Management
Oaktree Capital Management
California
$110M -$95.6K 2 1.6% Reduced
387
Kestra Advisory Services
Kestra Advisory Services
Texas
$110M +$12.4M 22 0.89% Increased
388
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$109M -$2.99M 13 2.11% Reduced
389
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$108M +$6.61M 24 1.06% Increased
390
LA
Legacy Advisors
Pennsylvania
$107M +$97K 3 13.76% Increased
391
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$106M +$1.25M 2 0.9% Increased
392
INTECH Investment Management
INTECH Investment Management
Florida
$106M -$22.8M 13 1.55% Reduced
393
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$106M -$1.97M 4 1.24% Reduced
394
Cetera Advisor Networks
Cetera Advisor Networks
California
$106M +$3.08M 29 0.59% Increased
395
Trillium Asset Management
Trillium Asset Management
Massachusetts
$106M -$5.47M 7 2.88% Reduced
396
GF
Greenhouse Funds
Maryland
$105M -$20.8M 2 6.93% Reduced
397
Commerce Bank
Commerce Bank
Missouri
$105M +$132K 18 0.75% Increased
398
CRM
Cramer Rosenthal McGlynn
Connecticut
$105M -$14.6M 4 5.69% Reduced
399
PineBridge Investments
PineBridge Investments
New York
$104M -$21.7M 9 0.97% Reduced
400
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$103M -$23.3M 11 0.86% Reduced