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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
Next Century Growth Investors
Next Century Growth Investors
Minnesota
$38.2M +$1.37M 5 2.91% Increased
577
Keeley-Teton Advisors
Keeley-Teton Advisors
Illinois
$38.1M +$6.28M 7 4% Increased
578
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$38.1M +$707K 19 0.59% Increased
579
Atwood & Palmer
Atwood & Palmer
Missouri
$38.1M -$464K 5 3.67% Reduced
580
Great Lakes Advisors
Great Lakes Advisors
Illinois
$37.7M -$8.51M 8 0.61% Reduced
581
Essex Investment Management
Essex Investment Management
Massachusetts
$37.7M +$4.25M 14 4.6% Increased
582
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$37.7M -$10.5M 3 1.8% Reduced
583
CC
Criteria Caixa
Spain
$37.7M -$2.37M 1 6% Reduced
584
Claret Asset Management
Claret Asset Management
Quebec, Canada
$37.5M +$191K 7 6.96% Increased
585
LIM
Lathrop Investment Management
Arkansas
$37.4M -$56.9K 2 8.38% Reduced
586
TIAA FSB
TIAA FSB
Florida
$37.4M +$10.1M 4 0.13% Increased
587
Securian Asset Management
Securian Asset Management
Minnesota
$37.3M -$850K 20 0.81% Reduced
588
Curi RMB Capital
Curi RMB Capital
Illinois
$37.2M -$1.44M 9 1.38% Reduced
589
Old National Bancorp
Old National Bancorp
Indiana
$37.2M +$1.17M 10 1.48% Increased
590
YCM
Yiheng Capital Management
California
$37.1M +$13K 1 1.68% Increased
591
VA
Verdad Advisers
Massachusetts
$37.1M -$1.39M 3 11.81% Reduced
592
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$36.9M $0 2 0.78% Maintained
593
Edgemoor Investment Advisors
Edgemoor Investment Advisors
Maryland
$36.7M -$94.3K 1 3.68% Reduced
594
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$36.6M -$844K 3 0.47% Reduced
595
IFM Investors
IFM Investors
Australia
$36.6M +$3.76M 7 0.98% Increased
596
LCM
Lionstone Capital Management
New York
$36.6M -$3.72M 1 9.33% Reduced
597
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$36.3M +$8.29M 7 2.45% Increased
598
DFO
Duquesne Family Office
New York
$36.3M +$32.4M 1 0.8% New
599
Willis Investment Counsel
Willis Investment Counsel
Georgia
$36.1M -$4.88M 5 2.19% Reduced
600
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$36M -$8.97M 24 0.57% Reduced