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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
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$98.5M +$1.12M 10 1.64% Increased
552
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$98.2M -$5.45M 32 0.72% Reduced
553
CSM Advisors
CSM Advisors
Pennsylvania
$97.1M +$5.82M 12 2.64% Increased
554
EULAV Asset Management
EULAV Asset Management
Florida
$97.1M -$57.8M 3 2.59% Reduced
555
Stephens Inc
Stephens Inc
Arkansas
$96.3M +$5.07M 14 1.2% Increased
556
Addenda Capital
Addenda Capital
Quebec, Canada
$96M +$1.55M 6 2.82% Increased
557
CCLA Investment Management
CCLA Investment Management
United Kingdom
$95.6M -$1.35M 1 1.53% Reduced
558
LCM
Lionstone Capital Management
New York
$94.7M -$5.19M 1 21.9% Reduced
559
MCI
McDonald Capital Investors
California
$94.4M -$3.67M 1 5.79% Reduced
560
WA
Waddell & Associates
Tennessee
$94M +$1.97M 6 6.34% Increased
561
Evergreen Capital Management
Evergreen Capital Management
Washington
$93.7M +$4.87M 28 2.09% Increased
562
WAS
Wesleyan Assurance Society
United Kingdom
$92.9M $0 3 5.36% Maintained
563
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$92.8M -$1.78M 37 1.59% Reduced
564
Rakuten Investment Management
Rakuten Investment Management
Japan
$92.4M -$64.4M 11 0.31% Reduced
565
Andra AP-fonden
Andra AP-fonden
Sweden
$92.2M -$5.36M 8 1.14% Reduced
566
Boothbay Fund Management
Boothbay Fund Management
New York
$92.2M -$2.82M 33 1.38% Reduced
567
GACM
Global Alpha Capital Management
Quebec, Canada
$92M +$4.35M 3 5.61% Increased
568
BCV
Banque Cantonale Vaudoise
Switzerland
$92M +$15.3M 24 3.29% Increased
569
Citizens Financial Group
Citizens Financial Group
Rhode Island
$91.8M +$41.6M 15 1.23% Increased
570
PensionDanmark
PensionDanmark
Denmark
$91.6M +$93M 13 0.83% New
571
AI
Aperture Investors
New York
$91.3M -$30.7M 9 10.43% Reduced
572
Groupama Asset Management
Groupama Asset Management
France
$91.3M +$198K 9 1.34% Increased
573
CC
Covalis Capital
United Kingdom
$91.2M +$20.6M 6 6.4% Increased
574
Pinnacle Financial Partners (Georgia)
Pinnacle Financial Partners (Georgia)
Georgia
$91.2M +$92M 18 0.69% New
575
Rafferty Asset Management
Rafferty Asset Management
New York
$91.1M +$21.6M 18 0.31% Increased