← All themes

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
WGAM
Wilkinson Global Asset Management
New York
$61M +$27.8M 1 5.08% Increased
452
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$60.4M -$599K 51 0.45% Reduced
453
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$60.4M +$56.9M 2 1.86% Increased
454
Cantor Fitzgerald
Cantor Fitzgerald
New York
$60M -$371K 5 1.29% Reduced
455
SAM
Southernsun Asset Management
Tennessee
$59.8M +$196K 2 6.82% Increased
456
LBP AM
LBP AM
France
$59M +$56.5M 5 1.69% New
457
Whittier Trust
Whittier Trust
California
$58.5M -$122K 26 1.14% Reduced
458
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$58.2M -$15.1M 2 0.88% Reduced
459
Cartenna Capital
Cartenna Capital
Connecticut
$58.2M +$3.41M 3 10.01% Increased
460
RAA
RWC Asset Advisors
Florida
$58M -$14.4M 1 5.05% Reduced
461
Quilter Plc
Quilter Plc
United Kingdom
$57.9M +$1.03M 4 1.91% Increased
462
NAM
NorthCrest Asset Manangement
Minnesota
$56.7M -$1.74M 8 3.22% Reduced
463
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$56.7M -$2.66M 2 2.32% Reduced
464
FFM
Fullerton Fund Management
Singapore
$56.4M -$4.31M 1 4.2% Reduced
465
RAM
RWC Asset Management
United Kingdom
$56.3M -$4.42M 2 1.77% Reduced
466
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$56.1M +$13.6M 25 0.91% Increased
467
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$55.8M -$977K 17 1.44% Reduced
468
Mirova US
Mirova US
Massachusetts
$55.6M -$34.7M 1 1.12% Reduced
469
HRT Financial
HRT Financial
New York
$55.5M +$1.55M 19 0.79% Increased
470
CU
CDAM (UK)
United Kingdom
$55.4M -$27.8K 1 8.79% Reduced
471
LI
Leeward Investments
Massachusetts
$55.2M -$1.3M 3 2.44% Reduced
472
Abeille Asset Management
Abeille Asset Management
France
$55M -$118K 1 1.95% Reduced
473
CIM
Corda Investment Management
Texas
$54.8M -$1.6M 1 4.46% Reduced
474
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$54.8M -$3.6M 12 0.93% Reduced
475
Glenview Trust
Glenview Trust
Kentucky
$54.3M -$14M 4 1.8% Reduced