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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
426
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$91.2M +$10M 8 1.28% Increased
427
Huntington National Bank
Huntington National Bank
Ohio
$90.7M -$6.16M 44 0.83% Reduced
428
Pathstone Holdings
Pathstone Holdings
New Jersey
$89.9M +$80.3M 31 0.48% New
429
Castleark Management
Castleark Management
Illinois
$89.6M +$5.28M 14 3.97% Increased
430
John W. Bristol & Co
John W. Bristol & Co
New York
$89.3M -$4M 2 1.64% Reduced
431
GACM
Global Alpha Capital Management
Quebec, Canada
$89.3M -$3.28M 3 7.17% Reduced
432
Algert Global
Algert Global
California
$89.1M +$16.9M 27 3.59% Increased
433
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$88.9M +$399K 14 1.44% Increased
434
Bartlett & Co
Bartlett & Co
Ohio
$88.9M +$399K 14 1.44% Increased
435
QRG Capital Management
QRG Capital Management
Illinois
$88.5M +$1.13M 15 1.31% Increased
436
MDSL
M.D. Sass LLC
New York
$88.4M -$2.45M 2 10.63% Reduced
437
NC
Nitorum Capital
New York
$88.4M -$28.6M 2 9.45% Reduced
438
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$88.1M -$231K 32 1.17% Reduced
439
5NCM
59 North Capital Management
Texas
$87.7M -$11.1M 1 7.07% Reduced
440
WIM
Weitz Investment Management
Nebraska
$87.5M -$11.1M 2 4.61% Reduced
441
SAM
Scopus Asset Management
New York
$87.5M -$87.2M 5 2.21% Reduced
442
MPMG
Minneapolis Portfolio Management Group
Minnesota
$87.2M -$2.51M 3 11.44% Reduced
443
IFM Investors
IFM Investors
Australia
$87.2M -$1.55M 9 1.06% Reduced
444
Corvex Management
Corvex Management
New York
$87.2M -$69.4M 1 4.59% Reduced
445
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$87.1M +$45.6M 71 1.08% Increased
446
USS Investment Management
USS Investment Management
United Kingdom
$87M -$6.8M 9 0.78% Reduced
447
Degroof Petercam Asset Management
Degroof Petercam Asset Management
Belgium
$86.9M +$78.8M 8 1.14% New
448
OFI Invest Asset Management
OFI Invest Asset Management
France
$86.6M +$8.18M 5 2.91% Increased
449
UMB Bank
UMB Bank
Missouri
$86.4M -$8.78M 25 1.26% Reduced
450
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$86.3M +$4.99M 8 1.08% Increased