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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
451
BAM
Barrett Asset Management
New York
$57M +$2.26K 4 2.63% Increased
452
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$56.8M +$22.5M 25 0.65% Increased
453
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$55.7M -$5.55M 6 1% Reduced
454
Bridgewater Associates
Bridgewater Associates
Connecticut
$55.6M +$50.6M 7 0.36% Increased
455
Quadrature Capital
Quadrature Capital
United Kingdom
$55.6M +$44.5M 16 2.12% Increased
456
SPI
Santori & Peters Inc
Pennsylvania
$55.5M +$176K 1 31.4% Increased
457
NEI
Northwest & Ethical Investments
Ontario, Canada
$54.7M +$1.6M 3 1.77% Increased
458
FMW
Farr Miller & Washington
District of Columbia
$54.2M +$469K 5 3.54% Increased
459
MAM
Montanaro Asset Management
United Kingdom
$54.2M -$767K 1 6.82% Reduced
460
MSL
Mackay Shields LLC
New York
$53.9M -$60.3M 8 0.51% Reduced
461
SC
Skylands Capital
Wisconsin
$53.7M +$911K 6 6.36% Increased
462
SCA
Summit Creek Advisors
Minnesota
$53.6M -$1.91M 3 6.4% Reduced
463
B
BP
United Kingdom
$53.5M -$19.3M 7 2.29% Reduced
464
Scharf Investments
Scharf Investments
California
$53.1M +$1.87M 1 1.61% Increased
465
KOCAA
Knights of Columbus Asset Advisors
Connecticut
$52.8M -$185K 12 4.87% Reduced
466
Group One Trading
Group One Trading
Illinois
$52.7M +$32.2M 29 0.06% Increased
467
FCI
Financial Counselors Inc
Kansas
$52.6M -$1.87M 6 1.14% Reduced
468
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$52.5M -$10.8M 16 0.56% Reduced
469
EMG
ETF Managers Group
New Jersey
$52.1M -$1.72M 8 0.85% Reduced
470
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$52.1M -$398K 11 0.28% Reduced
471
Mercer Global Advisors
Mercer Global Advisors
Colorado
$51.8M +$1.38M 21 0.4% Increased
472
PEAK6 Investments
PEAK6 Investments
Illinois
$51.8M +$18.5M 21 0.12% Increased
473
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$51.7M $0 4 2.87% Maintained
474
PWLP
Prio Wealth Limited Partnership
Massachusetts
$51.6M -$5.96M 3 1.74% Reduced
475
WCM Investment Management
WCM Investment Management
California
$51.3M +$2.06M 3 0.13% Increased