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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
Första AP-fonden
Första AP-fonden
Sweden
$139M +$12.7M 11 1.18% Increased
377
Empyrean Capital Partners
Empyrean Capital Partners
California
$137M -$14.8M 3 7.86% Reduced
378
GF
Greenhouse Funds
Maryland
$137M +$25M 2 8.24% Increased
379
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$136M +$57.2M 4 3.57% Increased
380
Kestra Advisory Services
Kestra Advisory Services
Texas
$136M +$7.94M 28 0.91% Increased
381
WCM Investment Management
WCM Investment Management
California
$134M -$34.5M 4 0.32% Reduced
382
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$133M +$3.7M 62 0.64% Increased
383
John W. Bristol & Co
John W. Bristol & Co
New York
$132M +$27.4M 1 2.24% Increased
384
Nicholas Company
Nicholas Company
Wisconsin
$129M -$8.59M 5 2.14% Reduced
385
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$127M +$13M 31 0.33% Increased
386
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$126M -$10.9M 7 2.28% Reduced
387
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$126M +$85M 7 1.09% Increased
388
Oaktree Capital Management
Oaktree Capital Management
California
$126M -$1.56M 1 1.98% Reduced
389
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$126M -$29.7M 9 0.81% Reduced
390
Cetera Advisor Networks
Cetera Advisor Networks
California
$126M +$1.67M 31 0.62% Increased
391
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$125M +$1.5M 25 1.13% Increased
392
Cannell & Spears
Cannell & Spears
New York
$125M +$110M 6 2.59% New
393
ACM
Argent Capital Management
Missouri
$125M -$26.2M 4 3.64% Reduced
394
SIGI
Susquehanna International Group (Ireland)
Ireland
$124M -$93.2M 2 29.37% Reduced
395
GQG Partners
GQG Partners
Florida
$124M -$1.36M 2 0.2% Reduced
396
CI
Cooper Investors
Australia
$123M -$17.3M 3 7.12% Reduced
397
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$123M -$1.85M 5 1.4% Reduced
398
L1 Capital
L1 Capital
Australia
$123M -$45.2M 1 10.19% Reduced
399
Soros Fund Management
Soros Fund Management
New York
$122M -$53.4M 2 2.03% Reduced
400
PPC
Park Presidio Capital
California
$122M +$4.81M 3 27.72% Increased