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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
CNAM
Campbell Newman Asset Management
Wisconsin
$78.4M -$9.01K 8 6.25% Reduced
577
ING Group
ING Group
Netherlands
$78.4M +$47.5M 8 0.48% Increased
578
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$78.4M -$47.6M 5 1.8% Reduced
579
FFM
Fisher Funds Management
New Zealand
$78.3M -$4.19M 6 1.86% Reduced
580
WIM
Weitz Investment Management
Nebraska
$77.9M $0 2 4.19% Maintained
581
PM
Pembroke Management
Quebec, Canada
$77.5M +$9.57M 5 9.37% Increased
582
WHCM
Wolf Hill Capital Management
Connecticut
$77.5M +$43.3M 3 5.88% Increased
583
ASR Vermogensbeheer
ASR Vermogensbeheer
Netherlands
$77.4M +$6.98M 13 1% Increased
584
TCA
Troluce Capital Advisors
Puerto Rico
$77.1M +$62.4M 2 18.24% New
585
WAS
Wesleyan Assurance Society
United Kingdom
$76.8M +$2.46M 4 4.98% Increased
586
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$76.4M -$4.76M 1 1.09% Reduced
587
CAM
Cacti Asset Management
Georgia
$76.4M -$724K 1 5.43% Reduced
588
Avantax Advisory Services
Avantax Advisory Services
Texas
$76.3M +$2.65M 36 0.42% Increased
589
Douglas Lane & Associates
Douglas Lane & Associates
New York
$75.9M +$4.29M 6 1.1% Increased
590
AFCM
Applied Finance Capital Management
Puerto Rico
$75.8M +$9.69M 10 5.18% Increased
591
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$75.6M +$58.7M 8 3.33% Increased
592
Guggenheim Capital
Guggenheim Capital
Illinois
$75.5M -$3.88M 23 0.6% Reduced
593
PAIM
Punch & Associates Investment Management
Minnesota
$75.1M +$5.66M 4 4.62% Increased
594
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$75M +$15.6M 15 0.92% Increased
595
GCM
Gladstone Capital Management
United Kingdom
$74.9M +$10.9M 1 7.73% Increased
596
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$74.7M +$6.33M 13 1.01% Increased
597
Stephens Inc
Stephens Inc
Arkansas
$74.7M +$1.51M 16 1.03% Increased
598
ACM
Alua Capital Management
New York
$74.4M $0 1 5.1% Maintained
599
GIP
Granite Investment Partners
California
$74.3M -$4.24M 8 3.63% Reduced
600
OBAM
ODDO BHF Asset Management
France
$74M +$9.33M 12 2.81% Increased