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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
601
Stonegate Investment Group
Stonegate Investment Group
Alabama
$49.1M -$471K 4 1.63% Reduced
602
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$48.9M -$634K 39 0.66% Reduced
603
Burney Company
Burney Company
Virginia
$48.9M +$5.76M 10 2.06% Increased
604
Advisory Services Network
Advisory Services Network
Georgia
$48.6M +$4.15M 43 1.19% Increased
605
Jump Financial
Jump Financial
Illinois
$48.4M -$17.2M 32 1.54% Reduced
606
Dakota Wealth Management
Dakota Wealth Management
Florida
$48.4M +$5.07M 12 1.88% Increased
607
Atria Wealth Solutions
Atria Wealth Solutions
New York
$48.1M +$714K 17 0.6% Increased
608
Ethic Inc
Ethic Inc
New York
$47.9M +$3.54M 21 1.42% Increased
609
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$47.9M -$3.91M 2 0.46% Reduced
610
Manning & Napier Group
Manning & Napier Group
New York
$47.2M -$6.27M 2 0.56% Reduced
611
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$47M -$98.1K 26 0.97% Reduced
612
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors
California
$46.9M +$1.4M 2 1.38% Increased
613
Blackstone Inc
Blackstone Inc
New York
$46.8M +$40.7M 3 0.21% New
614
AP
Atwood & Palmer
Missouri
$46.7M -$500K 5 3.78% Reduced
615
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$46.4M -$16.8M 11 0.83% Reduced
616
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$46.4M +$1.11M 54 1.7% Increased
617
TPM
Triasima Portfolio Management
Quebec, Canada
$46.3M -$479K 4 3.82% Reduced
618
RIG
Renaissance Investment Group
Massachusetts
$45.8M +$840K 5 11.41% Increased
619
CAM
Claret Asset Management
Quebec, Canada
$45.7M -$241K 4 8.18% Reduced
620
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$45.7M -$2.4M 26 0.94% Reduced
621
Tidal Investments
Tidal Investments
Wisconsin
$45.7M +$4.98M 31 1.06% Increased
622
PCM
Penn Capital Management
Pennsylvania
$45.6M -$897K 6 4.18% Reduced
623
CIM
Corda Investment Management
Texas
$45.4M -$1.44M 1 3.81% Reduced
624
Groupama Asset Management
Groupama Asset Management
France
$45.4M +$41.7M 7 1.18% New
625
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$45.4M -$6.59M 9 1.23% Reduced