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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
626
MCIM
Meadow Creek Investment Management
Georgia
$19.7M +$18.6M 22 0.51% New
627
HCMNY
Howard Capital Management (New York)
New York
$19.6M +$425K 3 3.48% Increased
628
NEI
Northwest & Ethical Investments
Ontario, Canada
$19.6M +$753K 7 1.35% Increased
629
SCI
SkyBridge Capital II
New York
$19.6M +$2.13M 1 4.07% Increased
630
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$19.5M +$106K 18 0.98% Increased
631
WAM
World Asset Management
Michigan
$19.5M -$1.48M 19 0.74% Reduced
632
Scotia Capital
Scotia Capital
Ontario, Canada
$19.4M -$500K 10 0.31% Reduced
633
SAM
Securian Asset Management
Minnesota
$19.4M +$306K 18 0.52% Increased
634
GA
Glenhill Advisors
New York
$19.3M +$19.4M 1 1.36% New
635
SC
Steginsky Capital
New York
$19.1M +$17.7M 1 17.2% New
636
MDCM
Morgan Dempsey Capital Management
Wisconsin
$19.1M -$62.7K 6 5.48% Reduced
637
MAM
Majedie Asset Management
United Kingdom
$19.1M -$503K 1 2.55% Reduced
638
CCM
Cadence Capital Management
Massachusetts
$18.7M +$92.4K 11 1.31% Increased
639
SCM
Snow Capital Management
Pennsylvania
$18.7M -$95.5K 3 0.84% Reduced
640
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$18.7M +$273K 12 0.35% Increased
641
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$18.7M +$7.1M 2 1.69% Increased
642
FA
FDx Advisors
Illinois
$18.7M +$3.11M 17 0.54% Increased
643
Meag Munich Ergo
Meag Munich Ergo
Germany
$18.6M -$550K 5 0.86% Reduced
644
ELI
Empire Life Investments
Ontario, Canada
$18.5M +$17M 1 1.5% New
645
CHA
Cedar Hill Associates
Illinois
$18.4M -$513K 1 3.1% Reduced
646
WCP
Waterfront Capital Partners
New York
$18.3M +$6.87M 2 2.92% Increased
647
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$18.3M +$14.4M 4 0.52% Increased
648
MAM
Mark Asset Management
New York
$18.2M +$727K 1 4.75% Increased
649
Engineers Gate Manager
Engineers Gate Manager
New York
$18M +$4.35M 11 1.93% Increased
650
Andra AP-fonden
Andra AP-fonden
Sweden
$18M -$5.96M 8 0.49% Reduced