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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
LCS
Levin Capital Strategies
New York
$46.1M -$6.83M 4 6.19% Reduced
527
Chilton Investment Company
Chilton Investment Company
Connecticut
$46M -$29.2M 1 1.41% Reduced
528
Waverton Investment Management
Waverton Investment Management
United Kingdom
$45.9M +$14.2M 2 1.69% Increased
529
Jefferies Financial Group
Jefferies Financial Group
New York
$45.7M +$38.8M 10 0.32% New
530
LCM
Lionstone Capital Management
New York
$45.7M +$2.72M 1 16.32% Increased
531
MP
Mangrove Partners
Connecticut
$45.3M -$1.41M 3 2.56% Reduced
532
CC
Cannell & Co
New York
$44.8M +$757K 4 1.61% Increased
533
Atria Wealth Solutions
Atria Wealth Solutions
New York
$44.5M +$542K 17 0.71% Increased
534
InterOcean Capital Group
InterOcean Capital Group
Tennessee
$44.4M +$989K 2 1.62% Increased
535
Scotia Capital
Scotia Capital
Ontario, Canada
$44.2M +$1.75M 10 0.34% Increased
536
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$44.1M -$402K 4 1.93% Reduced
537
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$43.9M +$2.31M 4 1.98% Increased
538
Park Avenue Securities
Park Avenue Securities
New York
$43.9M +$2.03M 19 0.78% Increased
539
JGUA
John G. Ullman & Associates
New York
$43.7M -$2.9M 8 6.97% Reduced
540
Trexquant Investment
Trexquant Investment
Connecticut
$43.5M +$17M 23 1.23% Increased
541
Cetera Advisors
Cetera Advisors
Colorado
$43.4M +$3.49M 16 0.79% Increased
542
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$43.2M +$23.9M 1 1.26% Increased
543
Braun Stacey Associates
Braun Stacey Associates
New York
$43.1M +$19.1M 3 2.46% Increased
544
Conning Inc
Conning Inc
Connecticut
$42.9M -$7.14M 5 1.4% Reduced
545
Czech National Bank
Czech National Bank
Czech Republic
$42.7M -$101K 8 1.14% Reduced
546
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors
California
$42.7M -$3.94M 1 1.54% Reduced
547
Chilton Capital Management
Chilton Capital Management
Texas
$42.6M -$678K 2 2.65% Reduced
548
SAM
Shell Asset Management
Netherlands
$42.4M -$6.35M 30 1.86% Reduced
549
CC
Cannell Capital
Wyoming
$42.4M -$6.91M 5 8.54% Reduced
550
TIS
Tortoise Index Solutions
Kansas
$42.3M -$412K 2 7.39% Reduced