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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
AE Wealth Management
AE Wealth Management
Kansas
$64.5M +$12.2M 15 0.44% Increased
452
OAMG
Odey Asset Management Group
United Kingdom
$64.4M +$30.3M 2 19.44% Increased
453
RiverFront Investment Group
RiverFront Investment Group
Virginia
$64M +$7.84M 2 2.05% Increased
454
Meitav Investment House
Meitav Investment House
Israel
$64M +$37.7M 5 0.95% Increased
455
YCM
Yiheng Capital Management
California
$63.3M $0 1 2.89% Maintained
456
J.V. Bruni & Co
J.V. Bruni & Co
Colorado
$63.1M +$465K 3 7.93% Increased
457
Tredje AP-fonden
Tredje AP-fonden
Sweden
$63M +$486K 5 1.28% Increased
458
Glenview Trust
Glenview Trust
Kentucky
$62.1M +$3.02M 4 2.02% Increased
459
Quilter Plc
Quilter Plc
United Kingdom
$62M +$3.68M 4 1.69% Increased
460
Country Trust Bank
Country Trust Bank
Illinois
$61.7M +$3.03M 4 1.72% Increased
461
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$61.5M +$347K 7 0.92% Increased
462
Harvey Partners
Harvey Partners
New York
$61.4M +$36.4M 4 15.13% Increased
463
Conning Inc
Conning Inc
Connecticut
$61.3M +$5.16M 6 1.67% Increased
464
AIA
AGF Investments America
Ontario, Canada
$60.7M -$1.22M 4 11.05% Reduced
465
SPI
Santori & Peters Inc
Pennsylvania
$60.6M -$4.16M 1 34.24% Reduced
466
Marathon Asset Management (UK)
Marathon Asset Management (UK)
United Kingdom
$60.5M -$4.61M 1 0.82% Reduced
467
FCI
Financial Counselors Inc
Kansas
$59.7M +$2.01M 6 1.24% Increased
468
MML Investors Services
MML Investors Services
Massachusetts
$59.6M +$5.9M 24 0.42% Increased
469
SGCIA
Smith Graham & Co Investment Advisors
Texas
$59.1M +$1.06M 6 6.13% Increased
470
Penserra Capital Management
Penserra Capital Management
California
$58.8M +$3.01M 10 1.4% Increased
471
Douglas Lane & Associates
Douglas Lane & Associates
New York
$58.3M -$6.5M 5 0.82% Reduced
472
Norinchukin Bank
Norinchukin Bank
Japan
$58.2M -$939K 8 0.77% Reduced
473
Greenhouse Funds
Greenhouse Funds
Maryland
$57.9M +$25M 2 5.84% Increased
474
Minneapolis Portfolio Management Group
Minneapolis Portfolio Management Group
Minnesota
$57.8M -$743K 2 6.56% Reduced
475
Whittier Trust
Whittier Trust
California
$57.4M +$1.32M 25 0.97% Increased