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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
LBP AM
LBP AM
France
$71.8M +$1.7M 7 1.7% Increased
452
USS Investment Management
USS Investment Management
United Kingdom
$71.7M -$685K 7 0.85% Reduced
453
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$71.3M +$1.82M 57 0.44% Increased
454
5NCM
59 North Capital Management
Texas
$70.8M +$69.1M 1 8.08% New
455
OFI Invest Asset Management
OFI Invest Asset Management
France
$70.4M -$3.77M 3 2.8% Reduced
456
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$70M -$1.93M 15 0.18% Reduced
457
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$70M +$1.01M 23 1.04% Increased
458
New York Life Investment Management
New York Life Investment Management
New York
$69.8M -$1.92M 29 0.73% Reduced
459
YCM
Yiheng Capital Management
California
$69.7M $0 1 3.77% Maintained
460
SPI
Santori & Peters Inc
Pennsylvania
$69.7M +$180K 1 34.94% Increased
461
JVBC
J.V. Bruni & Co
Colorado
$68.3M -$4.99M 3 9.07% Reduced
462
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$67.3M +$4.94M 2 1.05% Increased
463
Algert Global
Algert Global
California
$67.2M +$4.73M 23 2.93% Increased
464
Whittier Trust
Whittier Trust
California
$66.4M -$1.97M 25 1.15% Reduced
465
LCM
Lionstone Capital Management
New York
$66.2M $0 1 19.57% Maintained
466
ZCM
Ziegler Capital Management
Illinois
$66.1M +$2.4M 10 2.53% Increased
467
ARK Investment Management
ARK Investment Management
Florida
$65.9M -$2.08M 3 0.44% Reduced
468
SG Americas Securities
SG Americas Securities
New York
$65.6M +$14.7M 29 0.5% Increased
469
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$65.5M +$8.82M 8 0.98% Increased
470
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$65.3M +$9.25M 23 0.96% Increased
471
Douglas Lane & Associates
Douglas Lane & Associates
New York
$65.3M +$1.09M 5 1.05% Increased
472
AMF Tjänstepension
AMF Tjänstepension
Sweden
$65.2M -$66.6M 3 0.6% Reduced
473
AI
Aperture Investors
New York
$64.8M +$6.04M 2 7.72% Increased
474
FSCM
Front Street Capital Management
Montana
$64.2M -$1.11M 2 13.55% Reduced
475
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$63.9M +$4.31M 6 0.78% Increased