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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
NewEdge Advisors
NewEdge Advisors
Louisiana
$130M +$3.47M 46 0.67% Increased
427
Eventide Asset Management
Eventide Asset Management
Massachusetts
$130M +$12.3M 3 2.28% Increased
428
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$130M -$67.2M 15 3.5% Reduced
429
CIBC World Markets
CIBC World Markets
New York
$129M +$24.7M 28 0.81% Increased
430
WTA
Washington Trust Advisors
Massachusetts
$129M -$547K 10 10.46% Reduced
431
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$128M +$1.9M 18 0.88% Increased
432
Moran Wealth Management
Moran Wealth Management
Florida
$128M -$9.99M 17 3.94% Reduced
433
VCM
Valiant Capital Management
California
$128M -$7.6M 2 7% Reduced
434
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$128M $0 1 0.6% Maintained
435
Sanctuary Advisors
Sanctuary Advisors
Indiana
$127M +$5.39M 32 0.79% Increased
436
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$127M +$29.1M 28 0.87% Increased
437
Capstone Investment Advisors
Capstone Investment Advisors
New York
$126M +$41.4M 19 0.31% Increased
438
WBG
Wharton Business Group
Pennsylvania
$126M -$3.74M 4 5.33% Reduced
439
Brevan Howard Capital Management
Brevan Howard Capital Management
Jersey
$126M +$72.7M 36 0.73% Increased
440
SPI
Santori & Peters Inc
Pennsylvania
$126M +$224K 1 45.62% Increased
441
Jefferies Financial Group
Jefferies Financial Group
New York
$126M -$34.4M 16 1.06% Reduced
442
UniSuper Management
UniSuper Management
Australia
$126M +$20.5M 14 0.84% Increased
443
ARK Investment Management
ARK Investment Management
Florida
$125M +$1.77M 2 0.92% Increased
444
Homestead Advisers
Homestead Advisers
Virginia
$125M -$4.3M 3 2.96% Reduced
445
Xponance
Xponance
Pennsylvania
$124M -$980K 34 1.04% Reduced
446
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$124M +$6.22M 20 0.8% Increased
447
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$123M -$34.4M 4 2.21% Reduced
448
VC
Voss Capital
Texas
$122M -$39.1M 5 8.38% Reduced
449
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$122M +$1.93M 10 1.45% Increased
450
Achmea Investment Management
Achmea Investment Management
Netherlands
$121M +$3.94M 6 1.56% Increased