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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
RGI
River Global Investors
United Kingdom
$35.1M -$330K 5 2.45% Reduced
477
Creative Planning
Creative Planning
Kansas
$35.1M -$743K 16 0.13% Reduced
478
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$34.5M +$808K 7 1.32% Increased
479
Bartlett & Co
Bartlett & Co
Ohio
$34.4M +$808K 7 1.32% Increased
480
C
Chescapmanager
Maryland
$34.3M -$961K 2 4.07% Reduced
481
CTI
Community Trust & Investment
Kentucky
$34M -$3.9M 3 4.19% Reduced
482
BB&T Securities
BB&T Securities
Virginia
$33.9M +$171K 14 0.33% Increased
483
Commerce Bank
Commerce Bank
Missouri
$33.9M -$114K 13 0.4% Reduced
484
ARTA
A.R.T. Advisors
New York
$33.8M +$15.1M 30 2.02% Increased
485
Hawk Ridge Capital Management
Hawk Ridge Capital Management
California
$33.6M +$9.04M 3 7.08% Increased
486
IFLIT
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$33.5M $0 1 4.59% Maintained
487
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$33.4M +$10.5M 41 1.08% Increased
488
TAM
THB Asset Management
Connecticut
$33.4M +$6.7M 6 4.85% Increased
489
Genesis Asset Managers
Genesis Asset Managers
United Kingdom
$33.3M -$2.22M 1 0.96% Reduced
490
R.M. Davis Inc
R.M. Davis Inc
Maine
$33.3M -$4.1M 4 1.24% Reduced
491
PGEBT
Pactiv General Employee Benefit Trust
Illinois
$33.2M $0 1 3.26% Maintained
492
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$33.2M -$545K 8 3.01% Reduced
493
NCA
Newbrook Capital Advisors
New York
$33.1M +$30.2M 1 2.69% New
494
CAM
Claret Asset Management
Quebec, Canada
$33M -$772K 3 6.57% Reduced
495
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$33M +$213K 7 0.3% Increased
496
Oppenheimer & Co
Oppenheimer & Co
New York
$32.9M +$1.91M 19 0.88% Increased
497
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$32.8M -$7.97M 9 0.59% Reduced
498
II
INCA Investments
Florida
$32.8M -$11.3M 1 5.61% Reduced
499
Xact Kapitalforvaltning
Xact Kapitalforvaltning
Sweden
$32.7M +$697K 22 0.74% Increased
500
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$32.7M +$12.4M 5 0.42% Increased