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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
Moran Wealth Management
Moran Wealth Management
Florida
$131M +$726K 16 4.19% Increased
402
KeyBank National Association
KeyBank National Association
Ohio
$130M -$27.8M 22 0.5% Reduced
403
Evelyn Partners Investment Management
Evelyn Partners Investment Management
$129M +$134M 8 4.18% New
404
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$129M +$5.37M 11 1.3% Increased
405
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$128M -$3.61M 8 0.77% Reduced
406
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$128M +$68.4M 6 4.31% Increased
407
Commerce Bank
Commerce Bank
Missouri
$128M -$437K 16 0.79% Reduced
408
AFCM
Applied Finance Capital Management
Puerto Rico
$127M -$8.09M 6 5.53% Reduced
409
ACM
Argent Capital Management
Missouri
$126M +$1.35M 6 3.55% Increased
410
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$125M -$3.68M 6 1.94% Reduced
411
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$125M -$27.5M 1 0.78% Reduced
412
NewEdge Advisors
NewEdge Advisors
Louisiana
$124M +$8.61M 48 0.75% Increased
413
DF
DNCA Finance
France
$124M -$20.5M 4 9.63% Reduced
414
Trillium Asset Management
Trillium Asset Management
Massachusetts
$122M +$5.25M 8 3.17% Increased
415
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$122M -$74.6M 8 0.82% Reduced
416
M&G plc
M&G plc
United Kingdom
$122M -$2.22M 10 0.75% Reduced
417
Cresset Asset Management
Cresset Asset Management
Illinois
$121M -$154M 28 0.58% Reduced
418
RG
Renaissance Group
Kentucky
$120M +$53.9M 7 4.99% Increased
419
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$120M +$2.17M 10 1.44% Increased
420
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$118M +$33.8M 16 1.23% Increased
421
ACM
Anomaly Capital Management
New York
$117M +$88M 2 3.47% Increased
422
WBG
Wharton Business Group
Pennsylvania
$117M +$1.59M 4 5.29% Increased
423
Meitav Investment House
Meitav Investment House
Israel
$116M -$21.4M 2 1.96% Reduced
424
DJE Kapital
DJE Kapital
Germany
$116M +$119M 5 2.72% New
425
DCM
DME Capital Management
New York
$116M +$35.7M 1 5.96% Increased