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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
476
HA
Halsey Associates
Connecticut
$31.3M -$190K 4 6.64% Reduced
477
CIM
Corbyn Investment Management
Maryland
$30.9M -$2.76M 2 9.24% Reduced
478
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$30.8M -$3.6M 2 2.75% Reduced
479
RG
Renaissance Group
Kentucky
$30.7M +$11.3M 6 1.16% Increased
480
NIP
Nicholas Investment Partners
California
$30.2M -$27.3M 5 2.13% Reduced
481
C
Chescapmanager
Maryland
$30.2M +$24.1M 2 4.14% Increased
482
VIA
Virtus Investment Advisers
Connecticut
$30.2M -$2.63M 8 2.67% Reduced
483
OAMA
Oslo Asset Management AS
Norway
$30.1M -$576K 1 23.64% Reduced
484
GL
Governors Lane
New York
$30M +$3.15M 1 1.97% Increased
485
CAM
Capstone Asset Management
Texas
$29.9M +$1M 30 0.83% Increased
486
FIM
Farmhouse Investment Management
California
$29.9M +$30.3M 2 14.84% New
487
PWLP
Prio Wealth Limited Partnership
Massachusetts
$29.9M -$526K 4 1.53% Reduced
488
Curi RMB Capital
Curi RMB Capital
Illinois
$29.9M +$10.1M 11 1.24% Increased
489
PC
Pier Capital
Connecticut
$29.6M +$8.1M 5 5.07% Increased
490
1C
1060 Capital
Colorado
$29.6M +$14.6M 3 9.52% Increased
491
PineBridge Investments
PineBridge Investments
New York
$29.6M +$21.4M 17 0.78% Increased
492
AAM
Ardevora Asset Management
United Kingdom
$29.5M +$91.3K 1 0.97% Increased
493
TAM
THB Asset Management
Connecticut
$29.4M -$9.04M 5 3.67% Reduced
494
WIC
Willis Investment Counsel
Georgia
$29.2M +$2.72M 3 2.19% Increased
495
WP
WMS Partners
Maryland
$29.2M -$710K 4 3.67% Reduced
496
DK
Darrell & King
Virginia
$29.1M +$874K 1 4.77% Increased
497
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$29.1M -$15.5M 8 0.07% Reduced
498
RCM
Riverhead Capital Management
Delaware
$29.1M +$3.42M 27 1.6% Increased
499
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$29M -$6.01M 17 0.22% Reduced
500
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$29M +$29.1M 30 0.83% New