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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
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$39.1M -$2.45M 2 0.31% Reduced
577
SC
Skylands Capital
Wisconsin
$39M -$2.93M 5 6.18% Reduced
578
MCI
McDonald Capital Investors
California
$39M -$1.24M 1 3.24% Reduced
579
Addenda Capital
Addenda Capital
Quebec, Canada
$38.9M +$7.97M 5 1.69% Increased
580
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$38.5M -$1.44M 4 2.54% Reduced
581
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$38.4M -$69.4K 48 1.54% Reduced
582
SFM
Stack Financial Management
Montana
$38.2M +$151K 1 3.84% Increased
583
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$38.2M +$36.3M 4 2.21% New
584
Mizuho Markets Americas
Mizuho Markets Americas
New York
$38M +$34.9M 2 2.24% New
585
AFCM
Applied Finance Capital Management
Puerto Rico
$38M +$36.4M 3 4.95% New
586
HCM
Hahn Capital Management
California
$38M -$748K 3 10.02% Reduced
587
Palisade Capital Management
Palisade Capital Management
New Jersey
$37.8M -$359K 3 1.02% Reduced
588
EIM
Essex Investment Management
Massachusetts
$37.8M -$2.21M 17 5.88% Reduced
589
MIM
Montgomery Investment Management
Maryland
$37.7M -$6.16K 3 13.4% Reduced
590
PS
Portfolio Strategies
New York
$37.6M +$21.8M 1 8.38% Increased
591
SC
Steginsky Capital
New York
$37.5M +$60.7K 1 13.86% Increased
592
KCM
Kingdon Capital Management
New York
$37.5M +$19.5M 2 7.46% Increased
593
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$37.5M -$1.17M 8 0.63% Reduced
594
Eventide Asset Management
Eventide Asset Management
Massachusetts
$37.3M -$4.9M 1 0.74% Reduced
595
GWA
Gibson Wealth Advisors
Texas
$37.2M +$36.6M 3 0.72% Increased
596
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$37.1M +$17.9M 3 0.85% Increased
597
SAM
Securian Asset Management
Minnesota
$37M +$1.38M 20 1.04% Increased
598
Norinchukin Bank
Norinchukin Bank
Japan
$36.9M -$12.1M 7 0.79% Reduced
599
Meyer Handelman Company
Meyer Handelman Company
New York
$36.8M +$279K 3 1.54% Increased
600
Manning & Napier Group
Manning & Napier Group
New York
$36.8M -$1.11M 2 0.45% Reduced