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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
Madison Asset Management
Madison Asset Management
Wisconsin
$165M -$5.55M 5 1.78% Reduced
377
PIP
Permian Investment Partners
Texas
$165M -$62.4M 2 18.05% Reduced
378
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$164M +$9.67M 67 0.58% Increased
379
Pathstone Holdings
Pathstone Holdings
New Jersey
$163M -$4.64M 38 0.65% Reduced
380
TCAM
Turtle Creek Asset Management
Ontario, Canada
$163M -$6.5M 1 4.74% Reduced
381
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$161M +$4.45M 62 1.5% Increased
382
Regions Financial Corp
Regions Financial Corp
Alabama
$161M +$5.86M 15 1.11% Increased
383
CM
Cercano Management
Washington
$159M -$18.4M 4 4.53% Reduced
384
KeyBank National Association
KeyBank National Association
Ohio
$158M +$14.1M 24 0.59% Increased
385
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$153M +$7.85M 29 1.1% Increased
386
Cannell & Spears
Cannell & Spears
New York
$152M +$11M 6 3.07% Increased
387
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$150M -$296K 25 1.05% Reduced
388
Oberweis Asset Management
Oberweis Asset Management
Illinois
$149M +$9.97M 12 6.5% Increased
389
PCM
Palestra Capital Management
New York
$149M +$21.3M 1 4.33% Increased
390
Aware Super
Aware Super
Australia
$149M +$9.05M 5 2.18% Increased
391
Oppenheimer & Co
Oppenheimer & Co
New York
$148M +$931K 24 1.96% Increased
392
Yousif Capital Management
Yousif Capital Management
Michigan
$148M +$3.88M 38 1.6% Increased
393
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership
United Kingdom
$148M +$15.3M 3 2.72% Increased
394
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$146M -$6.16M 5 3.7% Reduced
395
Bridgewater Associates
Bridgewater Associates
Connecticut
$146M -$66.9M 11 0.59% Reduced
396
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$145M +$42.7M 24 1.28% Increased
397
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$144M -$11M 4 2.97% Reduced
398
Icahn Carl
Icahn Carl
Florida
$144M +$76.6M 1 1.82% Increased
399
SAM
Scopus Asset Management
New York
$142M +$25.6M 9 2.38% Increased
400
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$141M -$14.4M 1 2.42% Reduced