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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
551
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$27.8M -$219K 29 0.11% Reduced
552
Chilton Investment Company
Chilton Investment Company
Connecticut
$27.7M +$329K 1 0.91% Increased
553
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$27.7M -$2.21M 2 0.54% Reduced
554
PointState Capital
PointState Capital
New York
$27.6M -$37.2M 3 0.58% Reduced
555
NRS
Neville Rodie & Shaw
New York
$27.6M -$3.7M 5 2.92% Reduced
556
WAS
Wesleyan Assurance Society
United Kingdom
$27.5M +$2.58M 4 5.43% Increased
557
CIC
Cutler Investment Counsel
Oregon
$27.5M -$103K 2 5.28% Reduced
558
GACM
Global Alpha Capital Management
Quebec, Canada
$27.3M +$837K 2 4.76% Increased
559
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$27.2M -$7.92M 11 2.7% Reduced
560
CIM
Corda Investment Management
Texas
$27.1M -$399K 1 2.94% Reduced
561
SIM
Spark Investment Management
New York
$27M +$946K 7 1.87% Increased
562
Castleark Management
Castleark Management
Illinois
$26.9M -$5.45M 5 1.03% Reduced
563
TAM
Telemark Asset Management
Massachusetts
$26.5M +$25.4M 1 3.04% New
564
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$26.5M +$843K 2 2.08% Increased
565
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$26.4M -$68.8K 30 1.33% Reduced
566
Moore Capital Management
Moore Capital Management
New York
$26.4M -$95.4M 5 0.62% Reduced
567
MA
Minerva Advisors
Pennsylvania
$26.3M -$376K 3 14.29% Reduced
568
BOK Financial
BOK Financial
Oklahoma
$26.3M -$845K 10 0.63% Reduced
569
Manning & Napier Group
Manning & Napier Group
New York
$26.2M +$5.83M 4 0.28% Increased
570
CM
CS McKee
Pennsylvania
$26.1M -$1.1M 2 2.3% Reduced
571
SCM
Sandler Capital Management
New York
$26M +$22.8M 4 1.74% Increased
572
SAM
Securian Asset Management
Minnesota
$26M +$253K 20 0.6% Increased
573
ARGA Investment Management
ARGA Investment Management
Connecticut
$25.9M +$1.06M 1 3.78% Increased
574
SEC
Seven Eight Capital
New York
$25.8M +$1.62M 10 1.36% Increased
575
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$25.8M +$591K 3 1.91% Increased