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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
PWLP
Prio Wealth Limited Partnership
Massachusetts
$48.6M -$535K 3 1.74% Reduced
552
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$48.5M +$3.65M 7 0.86% Increased
553
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$48.3M +$4.42M 26 1.04% Increased
554
SCM
Silvant Capital Management
Georgia
$48.1M -$2.63M 6 2.71% Reduced
555
TCM
Tran Capital Management
California
$47.5M -$6.75M 1 5.61% Reduced
556
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$47.2M +$1.18M 5 2.04% Increased
557
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$47.1M -$220M 21 0.24% Reduced
558
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$47M +$508K 5 1.93% Increased
559
Andra AP-fonden
Andra AP-fonden
Sweden
$46.9M +$6.96M 7 1.19% Increased
560
FBA
Front Barnett Associates
Illinois
$46.5M -$1.29M 3 5.25% Reduced
561
Cetera Advisors
Cetera Advisors
Colorado
$46.4M +$2.3M 17 0.73% Increased
562
Braun Stacey Associates
Braun Stacey Associates
New York
$46.2M -$43.5M 3 2.15% Reduced
563
Czech National Bank
Czech National Bank
Czech Republic
$46M +$36K 8 1.05% Increased
564
WIC
Willis Investment Counsel
Georgia
$45.9M -$4.76M 3 3% Reduced
565
Manning & Napier Group
Manning & Napier Group
New York
$45.8M +$6.24M 2 0.52% Increased
566
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$45.4M +$25.1M 6 2.11% Increased
567
Pinnacle Associates
Pinnacle Associates
New York
$45.3M +$5.34M 12 0.79% Increased
568
Chilton Capital Management
Chilton Capital Management
Texas
$45.2M -$1.2M 4 2.48% Reduced
569
Conning Inc
Conning Inc
Connecticut
$45.2M +$2.78M 6 1.51% Increased
570
GIC
GFI Investment Counsel
Ontario, Canada
$45M +$821K 1 6.84% Increased
571
TCW Group
TCW Group
California
$44.9M +$8.62M 9 0.5% Increased
572
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$44.8M -$18.8M 19 1.07% Reduced
573
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$44.8M +$2.37M 39 0.67% Increased
574
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$44.6M -$11.1M 9 1.11% Reduced
575
CCLA Investment Management
CCLA Investment Management
United Kingdom
$44.6M +$42.1M 1 0.79% New