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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
576
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$25.8M -$169K 49 1.14% Reduced
577
Huntington National Bank
Huntington National Bank
Ohio
$25.8M +$1.11M 27 0.39% Increased
578
Country Trust Bank
Country Trust Bank
Illinois
$25.6M -$1M 2 1.01% Reduced
579
BCM
Billings Capital Management
Virginia
$25.6M +$3.39M 2 26.04% Increased
580
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$25.6M -$1.45M 11 1.01% Reduced
581
PAG
Pinnacle Advisory Group
Maryland
$25.6M +$131K 1 1.72% Increased
582
SGAM
Smith Group Asset Management
Texas
$25.5M -$1.67M 4 1.07% Reduced
583
1832 Asset Management
1832 Asset Management
Ontario, Canada
$25.5M +$3.71M 6 0.08% Increased
584
LG
Leuthold Group
Minnesota
$25.4M +$19.3M 5 3.31% Increased
585
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$25.3M -$260K 20 1.06% Reduced
586
MA
Minerva Advisors
Pennsylvania
$25.2M -$1.75M 3 13.44% Reduced
587
STB
S&T Bank
Pennsylvania
$25.1M -$7.32M 3 5.14% Reduced
588
Quilter Plc
Quilter Plc
United Kingdom
$25M +$22.6M 4 1.47% New
589
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$25M -$323K 8 1.51% Reduced
590
OCAM
Owl Creek Asset Management
New York
$24.8M +$5.39M 1 1.31% Increased
591
CIC
Cutler Investment Counsel
Oregon
$24.6M -$3.49M 2 4.93% Reduced
592
EP
Edgestream Partners
New Jersey
$24.2M +$18.4M 4 1.26% Increased
593
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$24.2M +$587K 6 1.2% Increased
594
ING Group
ING Group
Netherlands
$24M +$5.9M 8 0.73% Increased
595
CM
CS McKee
Pennsylvania
$23.8M -$2.28M 2 2.18% Reduced
596
QIM
Quantitative Investment Management
Virginia
$23.7M +$14.3M 14 0.72% Increased
597
SC
Steginsky Capital
New York
$23.7M -$44.3K 1 13.71% Reduced
598
Geneos Wealth Management
Geneos Wealth Management
Colorado
$23.6M -$1.07M 26 1.26% Reduced
599
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$23.6M +$228K 5 0.11% Increased
600
Gofen & Glossberg
Gofen & Glossberg
Illinois
$23.5M -$153K 4 0.75% Reduced