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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
501
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$163M +$3.68M 14 2.42% Increased
502
Wealthfront Advisers
Wealthfront Advisers
California
$163M +$1.72M 17 0.31% Increased
503
NA
Navellier & Associates
Nevada
$163M +$14.7M 9 12.92% Increased
504
SPI
Santori & Peters Inc
Pennsylvania
$163M +$252K 1 45.86% Increased
505
XTX Topco
XTX Topco
Cayman Islands
$162M +$65.9M 66 2.1% Increased
506
WTA
Washington Trust Advisors
Massachusetts
$162M -$14.2M 11 12% Reduced
507
Vaughan David Investments
Vaughan David Investments
Illinois
$161M -$5.09M 3 3.21% Reduced
508
DF
DNCA Finance
France
$161M -$4.34M 4 7.8% Reduced
509
Private Advisor Group
Private Advisor Group
New Jersey
$160M -$33.5M 28 0.73% Reduced
510
CCM
Coliseum Capital Management
Connecticut
$160M -$70.3M 1 13.78% Reduced
511
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
$160M -$11M 17 2.02% Reduced
512
Todd Asset Management
Todd Asset Management
Kentucky
$160M +$1.88M 3 2.83% Increased
513
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$159M -$9.98M 7 4.4% Reduced
514
Boston Trust Walden
Boston Trust Walden
Massachusetts
$157M +$127K 6 1.2% Increased
515
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$157M +$4.33M 8 5.16% Increased
516
Jump Financial
Jump Financial
Illinois
$157M +$55.9M 41 1.26% Increased
517
Canoe Financial
Canoe Financial
Alberta, Canada
$156M -$50.8M 4 1.94% Reduced
518
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$156M -$5.95M 30 1.62% Reduced
519
Pinnacle Financial Partners (Georgia)
Pinnacle Financial Partners (Georgia)
Georgia
$156M +$423K 23 1.06% Increased
520
WAS
Wesleyan Assurance Society
United Kingdom
$155M -$615K 3 7.84% Reduced
521
BOI
Bank of Italy
Italy
$155M -$28.7M 1 7.06% Reduced
522
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$155M +$78.5M 8 5.26% Increased
523
ABI
Abrams Bison Investments
Maryland
$154M -$788M 1 7.52% Reduced
524
Partners Value Investments
Partners Value Investments
Bermuda
$154M -$1.62M 1 1.57% Reduced
525
Cresset Asset Management
Cresset Asset Management
Illinois
$153M -$7.47M 25 0.55% Reduced