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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
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$53.1M -$1.77M 13 0.83% Reduced
502
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$52.7M -$13.3M 9 1.1% Reduced
503
Neville Rodie & Shaw
Neville Rodie & Shaw
New York
$52.5M -$1.98M 6 4.76% Reduced
504
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$52.4M +$188K 30 1.33% Increased
505
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$52.3M +$723K 2 0.88% Increased
506
Brookfield Corp
Brookfield Corp
Ontario, Canada
$51.8M -$963M 5 0.2% Reduced
507
Glenview Trust
Glenview Trust
Kentucky
$51.8M -$279K 5 1.55% Reduced
508
Algert Global
Algert Global
California
$51.8M +$23.2M 23 2.44% Increased
509
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$51.8M -$6.69M 3 1.5% Reduced
510
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$51.8M +$16M 4 0.96% Increased
511
Corda Investment Management
Corda Investment Management
Texas
$51.4M -$1.37M 1 4.11% Reduced
512
Foundry Partners
Foundry Partners
Minnesota
$51.4M -$37.9M 7 3.24% Reduced
513
SC
Shellback Capital
Massachusetts
$51.1M +$22.1M 2 5.76% Increased
514
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$51.1M +$11.5M 8 0.8% Increased
515
CCPM
Cooper Creek Partners Management
New York
$50.8M +$27.7M 1 3.56% Increased
516
Prudential plc
Prudential plc
United Kingdom
$50.7M -$1.5M 9 0.6% Reduced
517
SGCIA
Smith Graham & Co Investment Advisors
Texas
$50.6M -$2.78M 6 6.15% Reduced
518
Douglas Lane & Associates
Douglas Lane & Associates
New York
$50.4M +$307K 5 0.84% Increased
519
AE Wealth Management
AE Wealth Management
Kansas
$50.2M -$371K 15 0.32% Reduced
520
Engineers Gate Manager
Engineers Gate Manager
New York
$50.1M +$31.6M 33 2.09% Increased
521
Westpac Banking Corp
Westpac Banking Corp
Australia
$49.9M +$2.02M 9 0.67% Increased
522
Waverton Investment Management
Waverton Investment Management
United Kingdom
$49.4M +$1.53M 2 1.53% Increased
523
Prio Wealth Limited Partnership
Prio Wealth Limited Partnership
Massachusetts
$49.3M -$1.93M 3 1.89% Reduced
524
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$48.7M -$5.73M 22 0.75% Reduced
525
Stonegate Investment Group
Stonegate Investment Group
Alabama
$48.6M +$40.1M 4 1.82% Increased