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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
Atria Investments
Atria Investments
North Carolina
$64.1M -$4.76M 32 0.8% Reduced
577
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$64M -$1.58M 9 0.92% Reduced
578
TDC
Thompson Davis & Co
Virginia
$63.7M -$393K 9 47.07% Reduced
579
AI
Aperture Investors
New York
$63.7M -$4.98M 4 8.09% Reduced
580
GPGA
Grandeur Peak Global Advisors
Utah
$63.6M +$18.9M 10 5.27% Increased
581
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$63.2M +$3.11M 11 0.91% Increased
582
ClearBridge Investments (Australia)
ClearBridge Investments (Australia)
Australia
$63M +$60.9M 1 1.58% New
583
CCM
Coliseum Capital Management
Connecticut
$62.5M +$55.6M 1 6.05% New
584
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$62.5M -$3.61M 4 2.01% Reduced
585
Prudential plc
Prudential plc
United Kingdom
$62.1M +$7.67M 16 0.31% Increased
586
SAM
Southernsun Asset Management
Tennessee
$62M -$9.12M 4 7.35% Reduced
587
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$61.9M +$1.12M 28 1.1% Increased
588
Martingale Asset Management
Martingale Asset Management
Massachusetts
$61.8M -$3.97M 11 1.42% Reduced
589
Clearstead Advisors
Clearstead Advisors
Ohio
$61.8M +$1.81M 33 0.96% Increased
590
Snyder Capital Management
Snyder Capital Management
California
$61.8M -$3.83M 1 1.28% Reduced
591
TCW Group
TCW Group
California
$61.8M -$816K 7 0.54% Reduced
592
Ethic Inc
Ethic Inc
New York
$61.5M -$3.84M 22 1.55% Reduced
593
KCM
Kingdon Capital Management
New York
$61.1M -$14.5M 5 6.78% Reduced
594
PCM
Penn Capital Management
Pennsylvania
$61.1M -$6.53M 7 5.61% Reduced
595
Capital International Inc
Capital International Inc
California
$60.9M -$5.64M 5 0.77% Reduced
596
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$60.8M -$3.51M 2 0.83% Reduced
597
SCM
Spyglass Capital Management
California
$60.6M +$2.66M 1 3.98% Increased
598
NA
Navellier & Associates
Nevada
$60.5M -$9.12M 11 8.2% Reduced
599
Pzena Investment Management
Pzena Investment Management
New York
$60.4M -$20M 1 0.19% Reduced
600
Woodline Partners
Woodline Partners
California
$60M +$40.9M 3 0.51% Increased