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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
SCA
Summit Creek Advisors
Minnesota
$35.4M -$8.33M 3 4.87% Reduced
552
Conning Inc
Conning Inc
Connecticut
$35.1M -$6M 4 1.25% Reduced
553
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$35M +$28.7M 4 1.59% Increased
554
Blackstone Inc
Blackstone Inc
New York
$34.9M +$8.86M 3 0.13% Increased
555
SC
Skylands Capital
Wisconsin
$34.7M -$3.05M 5 5.7% Reduced
556
JCM
Jag Capital Management
Missouri
$34.7M +$2.97M 5 4.84% Increased
557
SCM
Segantii Capital Management
Hong Kong
$34.6M +$2.69M 3 0.99% Increased
558
Atria Wealth Solutions
Atria Wealth Solutions
New York
$34.4M +$6.19M 13 0.59% Increased
559
MP
Mangrove Partners
Connecticut
$34.4M +$10.9M 3 1.99% Increased
560
AIA Group
AIA Group
Hong Kong
$34.2M -$12.3M 3 2.24% Reduced
561
SFM
Stack Financial Management
Montana
$34M -$164K 1 3.57% Reduced
562
Chilton Capital Management
Chilton Capital Management
Texas
$34M -$695K 2 2.26% Reduced
563
BOK Financial
BOK Financial
Oklahoma
$33.9M -$7.1M 13 0.69% Reduced
564
WAS
Wesleyan Assurance Society
United Kingdom
$33.7M $0 3 5.18% Maintained
565
Scotia Capital
Scotia Capital
Ontario, Canada
$33.7M -$716K 9 0.27% Reduced
566
Cerity Partners
Cerity Partners
New York
$33.4M +$204K 14 0.4% Increased
567
Czech National Bank
Czech National Bank
Czech Republic
$33.3M +$35.6M 8 0.95% New
568
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$32.9M +$107K 8 0.57% Increased
569
HCM
Hahn Capital Management
California
$32.5M -$868K 3 9.1% Reduced
570
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$32.5M -$339K 19 0.61% Reduced
571
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$32.4M -$6.33M 13 0.16% Reduced
572
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$32.3M -$859K 2 0.55% Reduced
573
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$32.3M -$104K 4 2.32% Reduced
574
EIM
Essex Investment Management
Massachusetts
$32.2M +$3.94M 16 5.15% Increased
575
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$32.2M +$8.58M 8 0.29% Increased