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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
Vestcor Inc
Vestcor Inc
New Brunswick, Canada
$37.2M +$28.7M 13 1.26% Increased
577
Kestra Advisory Services
Kestra Advisory Services
Texas
$37.2M +$3.09M 19 0.42% Increased
578
PP
PDT Partners
New York
$37M -$7.3M 14 2.44% Reduced
579
Castleark Management
Castleark Management
Illinois
$36.9M -$4.44M 7 1.24% Reduced
580
CIC
Cutler Investment Counsel
Oregon
$36.8M -$335K 2 5.76% Reduced
581
RIA
RPG Investment Advisory
California
$36.5M +$742K 6 5.95% Increased
582
Beck Mack & Oliver
Beck Mack & Oliver
New York
$36.4M -$469K 2 0.97% Reduced
583
AP
Atwood & Palmer
Missouri
$36.4M -$498K 4 3.27% Reduced
584
SM
Sunriver Management
Connecticut
$36.3M -$1.07M 1 6.18% Reduced
585
SC
Shellback Capital
Massachusetts
$36.2M +$2.17M 2 1.96% Increased
586
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$36.2M -$23.6M 16 0.5% Reduced
587
Old National Bancorp
Old National Bancorp
Indiana
$36.1M -$496K 9 1.35% Reduced
588
Sit Investment Associates
Sit Investment Associates
Minnesota
$36M -$5.7M 11 0.89% Reduced
589
SAM
Securian Asset Management
Minnesota
$36M -$376K 20 0.73% Reduced
590
SFM
Stack Financial Management
Montana
$35.9M +$109K 1 3.08% Increased
591
Ossiam
Ossiam
France
$35.8M +$18.7M 9 0.97% Increased
592
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$35.6M +$908K 4 0.4% Increased
593
Barings
Barings
North Carolina
$35.5M +$16.2M 7 0.82% Increased
594
DCP
Diameter Capital Partners
New York
$35.5M +$33.6M 1 2.41% New
595
CC
Criteria Caixa
Spain
$35.4M $0 1 5.08% Maintained
596
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$35.3M +$417K 3 1.15% Increased
597
RI
Redwood Investments
Massachusetts
$35.3M -$107K 2 2.84% Reduced
598
WC
Walthausen & Co
New York
$35.1M -$399K 8 7.75% Reduced
599
Railway Pension Investments
Railway Pension Investments
United Kingdom
$35.1M +$8.87M 2 0.29% Increased
600
WIC
Willis Investment Counsel
Georgia
$35M +$1.58M 4 2.07% Increased