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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
401
ACM
Argent Capital Management
Missouri
$60.6M -$4.07M 2 2.15% Reduced
402
SM
Sunriver Management
Connecticut
$60.5M -$7.73M 2 9.97% Reduced
403
Ancora Advisors
Ancora Advisors
Ohio
$60.5M -$31.2K 26 1.95% Reduced
404
Gotham Asset Management
Gotham Asset Management
New York
$60M -$8.87M 17 1.99% Reduced
405
ACM
ADW Capital Management
Florida
$60M -$418K 1 21.29% Reduced
406
VHMC
Value Holdings Management Company
New York
$60M -$23.5M 7 21.69% Reduced
407
Oppenheimer & Co
Oppenheimer & Co
New York
$59.5M +$2.35M 17 1.26% Increased
408
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$59.4M +$17.5M 8 3.82% Increased
409
ALPS Advisors
ALPS Advisors
Colorado
$59.3M +$676K 13 0.67% Increased
410
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$59.3M -$4.43M 2 1.51% Reduced
411
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$58.9M -$20.7K 13 1.26% Reduced
412
Vident Investment Advisory
Vident Investment Advisory
Georgia
$58.7M +$22.5K 14 2.39% Increased
413
Bartlett & Co
Bartlett & Co
Ohio
$58.7M -$20.7K 13 1.25% Reduced
414
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$58.4M +$12.5M 4 2.63% Increased
415
Creative Planning
Creative Planning
Kansas
$58M +$287K 21 0.13% Increased
416
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$57.8M -$5.37M 7 0.76% Reduced
417
BRF
B. Riley Financial
California
$57.8M $0 1 9.36% Maintained
418
Utah Retirement Systems
Utah Retirement Systems
Utah
$57.7M +$2.44M 12 0.82% Increased
419
IAM
Iridian Asset Management
Connecticut
$57.4M -$66.6M 1 1.05% Reduced
420
GACM
Global Alpha Capital Management
Quebec, Canada
$57.4M +$2.47M 3 7.04% Increased
421
HAM
Hillcrest Asset Management
Texas
$56.6M -$132K 4 7.7% Reduced
422
AAM
ACK Asset Management
Connecticut
$56.6M +$6.76M 4 23.29% Increased
423
Homestead Advisers
Homestead Advisers
Virginia
$56.5M -$1.21M 5 1.4% Reduced
424
DCM
Dupont Capital Management
Delaware
$56.4M +$2.49M 18 1.2% Increased
425
PIM
Platinum Investment Management
Australia
$56M +$34.5M 1 1.29% Increased