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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
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$108M +$9.96M 9 0.87% Increased
427
RAA
RWC Asset Advisors
Florida
$107M +$26.2M 2 8.4% Increased
428
Quadrature Capital
Quadrature Capital
United Kingdom
$107M -$35.9M 32 1.83% Reduced
429
INTECH Investment Management
INTECH Investment Management
Florida
$106M -$19.7M 11 1.49% Reduced
430
Homestead Advisers
Homestead Advisers
Virginia
$105M -$2.94M 5 2.47% Reduced
431
Altshuler Shaham
Altshuler Shaham
Israel
$104M -$1.36M 4 4.12% Reduced
432
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$104M -$4.17M 36 1.15% Reduced
433
CRM
Cramer Rosenthal McGlynn
Connecticut
$104M -$15.8M 4 5.63% Reduced
434
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$103M -$19.4M 2 2.38% Reduced
435
Axiom Investors
Axiom Investors
Connecticut
$102M +$5.78M 4 0.89% Increased
436
OFI Invest Asset Management
OFI Invest Asset Management
France
$102M -$6.81M 5 2.77% Reduced
437
IFM Investors
IFM Investors
Australia
$102M -$630K 9 1.11% Reduced
438
Algert Global
Algert Global
California
$101M -$9.04M 25 3.97% Reduced
439
GACM
Global Alpha Capital Management
Quebec, Canada
$101M -$6.46M 3 7.53% Reduced
440
NewEdge Advisors
NewEdge Advisors
Louisiana
$101M +$1.07M 48 0.88% Increased
441
BG
Bollard Group
Massachusetts
$100M +$428K 8 3.03% Increased
442
Cetera Advisors
Cetera Advisors
Colorado
$99.7M +$32.2M 26 0.79% Increased
443
Huntington National Bank
Huntington National Bank
Ohio
$99.6M -$4.76M 45 0.8% Reduced
444
SAM
Scopus Asset Management
New York
$98.6M -$6.87M 4 2.04% Reduced
445
Meitav Investment House
Meitav Investment House
Israel
$97.7M -$44.4M 1 1.91% Reduced
446
OMC
Oasis Management Company
Cayman Islands
$97.4M +$42.2M 1 28.81% Increased
447
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$97.1M -$4.43M 6 3.43% Reduced
448
SAM
Southeastern Asset Management
Tennessee
$97M +$18.7M 1 3.73% Increased
449
Castleark Management
Castleark Management
Illinois
$97M -$8.39M 15 4.03% Reduced
450
Utah Retirement Systems
Utah Retirement Systems
Utah
$96.7M +$955K 17 1.13% Increased