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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
AI
Atom Investors
Texas
$21.6M -$12.2M 5 1.77% Reduced
627
Meyer Handelman Company
Meyer Handelman Company
New York
$21.5M -$823K 3 1.03% Reduced
628
NCA
Newbrook Capital Advisors
New York
$21.4M -$21.7M 1 1.78% Reduced
629
BBA
Brookfield BHS Advisors
New York
$21.4M +$20.3M 4 3.93% New
630
SEC
Seven Eight Capital
New York
$21.4M +$4.94M 9 1.13% Increased
631
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$21.3M -$27.9M 17 0.96% Reduced
632
Pacer Advisors
Pacer Advisors
Pennsylvania
$21.2M -$21.2M 26 0.96% Reduced
633
FWC
First Washington Corp
Washington
$21.2M -$1.24M 6 9.74% Reduced
634
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$21.1M -$893K 2 1.06% Reduced
635
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$21M -$4.56M 2 0.33% Reduced
636
Stephens Inc
Stephens Inc
Arkansas
$21M -$3.76M 10 0.44% Reduced
637
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$21M -$14.8M 10 0.2% Reduced
638
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$20.9M +$4.89M 3 2.22% Increased
639
RI
Redwood Investments
Massachusetts
$20.8M -$11.1M 1 1.95% Reduced
640
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$20.7M -$9.12M 16 1.06% Reduced
641
RT
Rockland Trust
Massachusetts
$20.6M -$32.8K 2 1.69% Reduced
642
IA
Icon Advisers
Colorado
$20.5M -$1.22M 7 2.92% Reduced
643
HIC
Harvey Investment Company
Kentucky
$20.4M -$1.14M 1 3.15% Reduced
644
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$20.4M -$317K 7 0.69% Reduced
645
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$20.3M +$12.7M 13 0.32% Increased
646
LPAM
Legion Partners Asset Management
California
$20.3M -$115K 1 5.25% Reduced
647
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$20.3M +$19.9M 10 0.64% New
648
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
$20.3M +$9.95M 3 1.49% Increased
649
GCGDR
Geo Capital Gestora de Recursos
Brazil
$20.1M +$859K 1 12.59% Increased
650
BCC
Bridge City Capital
Oregon
$20.1M -$3.98K 6 8.26% Reduced