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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
Calamos Advisors
Calamos Advisors
Illinois
$148M -$768K 15 0.64% Reduced
377
Gotham Asset Management
Gotham Asset Management
New York
$145M -$6.24M 29 1.5% Reduced
378
DF
DNCA Finance
France
$145M -$3.47M 4 12.4% Reduced
379
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$143M +$9.72M 8 2.4% Increased
380
Yousif Capital Management
Yousif Capital Management
Michigan
$142M -$3.27M 35 1.54% Reduced
381
ACM
Argent Capital Management
Missouri
$142M +$2.43M 5 3.94% Increased
382
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$142M +$2.87M 30 1.15% Increased
383
Cannell & Spears
Cannell & Spears
New York
$141M +$1.49M 6 2.78% Increased
384
Boston Trust Walden
Boston Trust Walden
Massachusetts
$141M -$32M 5 0.98% Reduced
385
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$141M +$5.7M 25 1.17% Increased
386
Oppenheimer & Co
Oppenheimer & Co
New York
$141M -$7.81M 24 2.15% Reduced
387
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$141M +$10.1M 9 0.86% Increased
388
Meitav Investment House
Meitav Investment House
Israel
$137M +$22.9M 2 2.29% Increased
389
AFCM
Applied Finance Capital Management
Puerto Rico
$136M +$709K 8 5.82% Increased
390
QRG Capital Management
QRG Capital Management
Illinois
$135M +$2.8M 18 1.46% Increased
391
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$135M -$134M 8 2.22% Reduced
392
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$135M -$6.34M 12 2.34% Reduced
393
Energy Income Partners
Energy Income Partners
Connecticut
$135M +$4.42M 3 2.89% Increased
394
Rubric Capital Management (New York)
Rubric Capital Management (New York)
New York
$133M -$20.3M 1 2.16% Reduced
395
CIBC World Markets
CIBC World Markets
New York
$132M +$19.7M 12 0.95% Increased
396
Commerce Bank
Commerce Bank
Missouri
$132M +$6.35M 17 0.81% Increased
397
Moran Wealth Management
Moran Wealth Management
Florida
$131M +$274K 13 4.02% Increased
398
TC
TwinBeech Capital
New York
$130M +$59.6M 11 2.48% Increased
399
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$129M -$22.1M 15 0.31% Reduced
400
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$129M +$39.1M 3 2.76% Increased