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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
VI
Versor Investments
New York
$48.9M +$35.6M 13 1.48% Increased
527
AE Wealth Management
AE Wealth Management
Kansas
$48.7M +$24.1M 15 0.34% Increased
528
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$48.7M -$5.21M 7 0.63% Reduced
529
FBA
Front Barnett Associates
Illinois
$48.2M -$612K 2 4.52% Reduced
530
PWLP
Prio Wealth Limited Partnership
Massachusetts
$48.1M -$654K 3 1.48% Reduced
531
Snyder Capital Management
Snyder Capital Management
California
$48.1M +$4.95M 1 1.16% Increased
532
SH
SeaTown Holdings
Singapore
$47.7M -$24.7M 2 2.58% Reduced
533
NRS
Neville Rodie & Shaw
New York
$47.7M -$55.1K 6 3.38% Reduced
534
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$47.6M +$4.16M 28 0.85% Increased
535
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$47.5M -$37.5M 7 0.52% Reduced
536
CIM
Corda Investment Management
Texas
$47.5M -$794K 1 3.73% Reduced
537
TFA
Tobias Financial Advisors
Florida
$47.5M +$48.2M 1 3.73% New
538
Vident Investment Advisory
Vident Investment Advisory
Georgia
$47.2M -$24.6M 15 1.23% Reduced
539
RI
Redwood Investments
Massachusetts
$47M -$242K 2 3.71% Reduced
540
BOK Financial
BOK Financial
Oklahoma
$46.8M -$4.92M 15 0.72% Reduced
541
TAM
Telemark Asset Management
Massachusetts
$46.8M +$4.9M 2 3.35% Increased
542
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$46.7M +$4.82M 20 0.62% Increased
543
2L
22NW LP
Washington
$46.3M +$1.71M 4 14.31% Increased
544
TDC
Thompson Davis & Co
Virginia
$46.2M +$27.8M 4 38.37% New
545
PAIM
Punch & Associates Investment Management
Minnesota
$46M +$3.98M 5 2.41% Increased
546
Wolverine Trading
Wolverine Trading
Illinois
$45.9M +$1.12M 18 0.05% Increased
547
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$45.8M +$5.29M 2 1.74% Increased
548
Verition Fund Management
Verition Fund Management
Connecticut
$45.5M +$8.4M 19 0.33% Increased
549
Castleark Management
Castleark Management
Illinois
$45.5M +$1.85M 9 1.67% Increased
550
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$44.8M +$15.1M 71 0.77% Increased