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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
526
BAM
Barrett Asset Management
New York
$25M -$534K 3 1.93% Reduced
527
TCM
Tran Capital Management
California
$24.8M +$25.7M 1 4.32% New
528
ACB
Aristotle Capital Boston
Massachusetts
$24.7M +$3.57M 2 2.03% Increased
529
CM
CS McKee
Pennsylvania
$24.7M +$53.7K 2 2.44% Increased
530
NCM
Narwhal Capital Management
Georgia
$24.6M -$2.37M 2 6.1% Reduced
531
SEC
Seven Eight Capital
New York
$24.4M +$9.34M 8 1.37% Increased
532
1832 Asset Management
1832 Asset Management
Ontario, Canada
$24.3M -$58.3M 9 0.1% Reduced
533
NRS
Neville Rodie & Shaw
New York
$24.2M -$1.9M 5 2.94% Reduced
534
Nicholas Company
Nicholas Company
Wisconsin
$24.2M +$242K 3 0.63% Increased
535
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$24M +$679K 26 0.12% Increased
536
WC
Wynnefield Capital
New York
$24M -$2.51M 2 12.15% Reduced
537
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$23.9M -$337K 12 0.18% Reduced
538
Truist Financial
Truist Financial
North Carolina
$23.7M +$1.38M 8 0.49% Increased
539
OAM
Oxford Asset Management
United Kingdom
$23.6M -$37.9M 24 0.61% Reduced
540
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$23.4M -$1.94M 4 1.19% Reduced
541
LFDLE
La Financiere de L'Echiquier
France
$23.2M -$2.07M 2 4.53% Reduced
542
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$23.1M -$1.47M 30 1.31% Reduced
543
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$23.1M -$75.8M 2 0.2% Reduced
544
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$23.1M +$2.35M 9 0.24% Increased
545
Driehaus Capital Management
Driehaus Capital Management
Illinois
$23.1M -$32.2M 7 0.99% Reduced
546
FSCM
Front Street Capital Management
Montana
$23M +$13.9M 2 7.41% Increased
547
Country Trust Bank
Country Trust Bank
Illinois
$23M +$1.82M 3 1.14% Increased
548
Yacktman Asset Management
Yacktman Asset Management
Texas
$22.8M +$22.7M 1 0.29% New
549
Walleye Trading
Walleye Trading
New York
$22.4M +$2.19M 15 0.16% Increased
550
Provida Pension Fund Administrator
Provida Pension Fund Administrator
Chile
$22.4M -$12.5M 2 0.91% Reduced