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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
Sanctuary Advisors
Sanctuary Advisors
Indiana
$144M +$58.1K 34 0.83% Increased
427
TBC
Tweedy, Browne Co
Connecticut
$144M -$373K 1 12.52% Reduced
428
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$143M -$119M 7 3.32% Reduced
429
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$143M +$15.8M 12 1.23% Increased
430
BGC
Blue Grotto Capital
Georgia
$143M -$6.58M 3 16.6% Reduced
431
Evelyn Partners Investment Management
Evelyn Partners Investment Management
$142M -$7.38M 10 4.05% Reduced
432
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$142M -$92.9M 8 1.22% Reduced
433
Moran Wealth Management
Moran Wealth Management
Florida
$142M -$8.54M 14 4.28% Reduced
434
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$142M -$6.16M 4 1.37% Reduced
435
Woodline Partners
Woodline Partners
California
$141M -$10.1M 10 0.67% Reduced
436
Evercore Wealth Management
Evercore Wealth Management
New York
$141M +$192K 9 2.06% Increased
437
Pzena Investment Management
Pzena Investment Management
New York
$140M -$150K 2 0.45% Reduced
438
Vest Financial
Vest Financial
Virginia
$140M -$4.07M 12 1.83% Reduced
439
WBG
Wharton Business Group
Pennsylvania
$140M +$146K 4 6.11% Increased
440
VC
Voss Capital
Texas
$140M +$7.87M 6 6.88% Increased
441
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
$139M +$8.8M 5 6.26% Increased
442
IP
Interval Partners
New York
$139M -$58M 8 2.27% Reduced
443
Xponance
Xponance
Pennsylvania
$139M -$2.23M 37 1.1% Reduced
444
Nissay Asset Management
Nissay Asset Management
Japan
$138M +$38M 10 0.76% Increased
445
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$138M -$18.9M 18 1% Reduced
446
BG
Bollard Group
Massachusetts
$138M +$6.41M 7 3.23% Increased
447
PineBridge Investments
PineBridge Investments
New York
$137M -$10.9M 13 1.02% Reduced
448
UniSuper Management
UniSuper Management
Australia
$137M +$7.12M 13 0.84% Increased
449
FFM
Fullerton Fund Management
Singapore
$136M +$69.5M 2 5.27% Increased
450
NAM
NorthCrest Asset Manangement
Minnesota
$136M +$3.4M 17 3.26% Increased