← All themes

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
Railway Pension Investments
Railway Pension Investments
United Kingdom
$60M +$4.45M 3 0.72% Increased
602
Pinnacle Associates
Pinnacle Associates
New York
$59.4M -$4.05M 14 1.01% Reduced
603
Braun Stacey Associates
Braun Stacey Associates
New York
$59.4M +$10.9M 4 2.26% Increased
604
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$59.3M -$1.07M 12 0.59% Reduced
605
Castleark Management
Castleark Management
Illinois
$59.2M -$21.2M 13 2.41% Reduced
606
Equity Investment Corp
Equity Investment Corp
Georgia
$59M +$897K 1 1.37% Increased
607
Stonegate Investment Group
Stonegate Investment Group
Alabama
$58.9M +$1.48M 6 1.55% Increased
608
SC
Steginsky Capital
New York
$58.8M +$489K 1 13.36% Increased
609
VVP
Vulcan Value Partners
Alabama
$58.7M -$9.16M 1 0.98% Reduced
610
UMB Bank
UMB Bank
Missouri
$58.4M -$3.39M 34 0.91% Reduced
611
GIA
Guyasuta Investment Advisors
Pennsylvania
$58.3M +$27M 7 3.6% Increased
612
Glenview Trust
Glenview Trust
Kentucky
$58.2M +$183K 7 1.12% Increased
613
NEOS Investment Management
NEOS Investment Management
Connecticut
$58.1M +$16.8M 16 1.76% Increased
614
EP
Edgestream Partners
New Jersey
$58.1M +$14.5M 17 2.56% Increased
615
Icahn Carl
Icahn Carl
Florida
$58M +$17.4M 1 0.59% Increased
616
YCM
Yaupon Capital Management
New York
$57.7M +$23.6M 2 3.13% Increased
617
MC
MIG Capital
California
$57.6M $0 1 6.99% Maintained
618
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$57.6M +$1.06M 58 1.88% Increased
619
GIP
Granite Investment Partners
California
$57.5M -$9.91M 7 2.46% Reduced
620
Lido Advisors
Lido Advisors
California
$57.2M +$365K 15 0.29% Increased
621
SCM
Silvant Capital Management
Georgia
$57.1M -$80.4K 6 2.5% Reduced
622
TPI
Trust Point Inc
Wisconsin
$56.9M +$556K 12 4.27% Increased
623
Capital International Sarl
Capital International Sarl
California
$56.6M +$5.94M 5 1.45% Increased
624
CapitalatWork SA
CapitalatWork SA
$56.5M +$4.79M 2 1.92% Increased
625
Norinchukin Bank
Norinchukin Bank
Japan
$56.5M +$4.71M 8 1.33% Increased