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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
Pinnacle Associates
Pinnacle Associates
New York
$41M -$1.24M 12 0.71% Reduced
577
WAS
Wesleyan Assurance Society
United Kingdom
$40.8M +$38.7K 3 4.82% Increased
578
TCW Group
TCW Group
California
$40.5M -$939K 7 0.33% Reduced
579
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$40.3M +$1.93M 36 0.61% Increased
580
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$40.2M +$241K 8 0.76% Increased
581
PFC
Poplar Forest Capital
California
$40M -$4.17M 1 4.21% Reduced
582
ZDA
Zweig-DiMenna Associates
New York
$40M +$11.9M 4 3.23% Increased
583
HRT Financial
HRT Financial
New York
$40M -$92.5M 22 0.23% Reduced
584
CAM
Claret Asset Management
Quebec, Canada
$39.8M -$2.73M 4 7.37% Reduced
585
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$39.2M +$8.59M 14 1.1% Increased
586
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$38.7M +$1.08M 2 0.17% Increased
587
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership
United Kingdom
$38.5M $0 2 1.3% Maintained
588
Cetera Advisors
Cetera Advisors
Colorado
$38.5M -$11.6M 14 0.78% Reduced
589
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$38.4M -$246K 2 0.31% Reduced
590
Beck Mack & Oliver
Beck Mack & Oliver
New York
$38.3M -$1.24M 2 0.91% Reduced
591
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$38.3M +$3.14M 3 0.94% Increased
592
Gotham Asset Management
Gotham Asset Management
New York
$38.3M +$7.21M 19 1.24% Increased
593
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$38M -$3.02M 5 1.7% Reduced
594
Scotia Capital
Scotia Capital
Ontario, Canada
$38M +$1.8M 8 0.25% Increased
595
Quadrature Capital
Quadrature Capital
United Kingdom
$38M -$4.03M 16 2% Reduced
596
EW
Evoke Wealth
California
$38M -$1.32M 12 1.2% Reduced
597
Caxton Associates (New York)
Caxton Associates (New York)
New York
$38M +$38.1M 6 3.86% Increased
598
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$37.8M +$9.09M 8 2.53% Increased
599
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$37.8M -$2.01M 20 1.27% Reduced
600
JGUA
John G. Ullman & Associates
New York
$37.8M -$4.27M 6 5.19% Reduced