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 |
USS Investment Management
London,
United Kingdom
| $117M | +$479K | 11 | 0.54% | Increased |
|
| 502 |
NZS Capital
Denver,
Colorado
| $117M | -$3.97M | 2 | 3.57% | Reduced |
|
| 503 |
Union Bancaire Privee
Geneva 1,
Switzerland
| $117M | +$2.73M | 17 | 1.38% | Increased |
|
| 504 |
VC
Voss Capital
Houston,
Texas
| $117M | -$16.4M | 4 | 5.59% | Reduced |
|
| 505 |
Junto Capital Management
New York
| $116M | -$4.33M | 1 | 2.55% | Reduced |
|
| 506 |
Trillium Asset Management
Boston,
Massachusetts
| $116M | -$17.9M | 8 | 3.54% | Reduced |
|
| 507 |
Bowen Hanes & Co
Ponte Vedra Beach,
Florida
| $115M | +$14.5M | 6 | 2.9% | Increased |
|
| 508 |
Huntington National Bank
Columbus,
Ohio
| $115M | -$620K | 45 | 0.69% | Reduced |
|
| 509 |
ZP
Zimmer Partners
New York
| $114M | +$23M | 7 | 2.99% | Increased |
|
| 510 |
Capital International Inc
Los Angeles,
California
| $113M | +$18.5M | 5 | 0.89% | Increased |
|
| 511 |
Investment Management Corp of Ontario (IMCO)
Toronto,
Canada
| $112M | +$53.8M | 16 | 1.5% | Increased |
|
| 512 |
Energy Income Partners
Westport,
Connecticut
| $112M | -$66.3M | 4 | 2.03% | Reduced |
|
| 513 |
Vaughan David Investments
Peoria,
Illinois
| $112M | -$1.29M | 3 | 2.43% | Reduced |
|
| 514 |
Jump Financial
Chicago,
Illinois
| $111M | +$31.7M | 44 | 1.37% | Increased |
|
| 515 |
Ancora Advisors
Cleveland,
Ohio
| $111M | -$10.8M | 38 | 2.29% | Reduced |
|
| 516 |
ACM
Argent Capital Management
St Louis,
Missouri
| $111M | -$6.95M | 7 | 3.15% | Reduced |
|
| 517 |
Steward Partners Investment Advisory
New York
| $110M | +$3.1M | 46 | 0.61% | Increased |
|
| 518 |
XN LP
New York
| $110M | $0 | 1 | 3.08% | Maintained |
|
| 519 |
ExodusPoint Capital Management
New York
| $109M | -$41M | 30 | 0.86% | Reduced |
|
| 520 |
Ethic Inc
New York
| $109M | +$6.35M | 25 | 1.68% | Increased |
|
| 521 |
KMC
Kirr Marbach & Co
Columbus,
Indiana
| $109M | -$1.56M | 6 | 20.82% | Reduced |
|
| 522 |
Quilter Plc
London,
United Kingdom
| $108M | -$3.15M | 4 | 1.82% | Reduced |
|
| 523 |
Polar Capital Holdings
London,
United Kingdom
| $108M | +$55.5M | 4 | 0.42% | Increased |
|
| 524 |
Needham Investment Management
New York
| $108M | +$14M | 10 | 6.84% | Increased |
|
| 525 |
BGC
Blue Grotto Capital
Atlanta,
Georgia
| $108M | -$47.5M | 2 | 11.08% | Reduced |
|