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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
Meitav Investment House
Meitav Investment House
Israel
$80.8M -$48.1M 3 1.07% Reduced
602
Equity Investment Corp
Equity Investment Corp
Georgia
$80.7M -$2.48M 1 1.69% Reduced
603
NA
Navellier & Associates
Nevada
$80.7M +$7.46M 10 8.19% Increased
604
GIA
Guyasuta Investment Advisors
Pennsylvania
$80.3M -$19.2M 8 4.62% Reduced
605
ACP
Albar Capital Partners
United Kingdom
$80.2M +$15.4M 2 18.27% Increased
606
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$80.2M -$8.75M 29 1.68% Reduced
607
EIA
Edgemoor Investment Advisors
Maryland
$79.9M -$14.4K 3 6.16% Reduced
608
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$79.7M -$43M 7 1.41% Reduced
609
Atria Investments
Atria Investments
North Carolina
$79.5M -$188K 38 0.91% Reduced
610
PAIM
Punch & Associates Investment Management
Minnesota
$79.5M -$367K 4 4.61% Reduced
611
Ilex Capital Partners
Ilex Capital Partners
United Kingdom
$79.3M +$61.2M 3 2.53% Increased
612
MC
Maplelane Capital
New York
$79.3M +$73.3M 4 1.9% New
613
PM
Pembroke Management
Quebec, Canada
$78.4M -$8.28M 5 7.78% Reduced
614
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$78M +$1.24M 5 2.44% Increased
615
Jump Financial
Jump Financial
Illinois
$77.8M -$64.8M 36 0.93% Reduced
616
EP
Edgestream Partners
New Jersey
$77.8M -$22.9M 23 2.27% Reduced
617
SCM
Spyglass Capital Management
California
$77.7M -$53.2M 1 4.15% Reduced
618
LPU
Lansdowne Partners (UK)
United Kingdom
$77.7M +$12.7M 1 6.56% Increased
619
Guggenheim Capital
Guggenheim Capital
Illinois
$77.6M -$916K 23 0.56% Reduced
620
1SAMC
12th Street Asset Management Company
Tennessee
$77.5M +$8.78M 5 13.11% Increased
621
BGCP
Bristol Gate Capital Partners
Ontario, Canada
$77.4M -$2.62M 1 4.57% Reduced
622
GF
Greenhouse Funds
Maryland
$77.3M -$69.6M 1 2.83% Reduced
623
Corvex Management
Corvex Management
New York
$77.3M +$73.4M 1 2.56% New
624
Glenview Trust
Glenview Trust
Kentucky
$77.2M +$1.86M 10 1.22% Increased
625
Nomura Holdings
Nomura Holdings
Japan
$76.6M -$2.23M 15 0.12% Reduced