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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
Country Trust Bank
Country Trust Bank
Illinois
$20.7M +$3.18M 2 0.79% Increased
627
Mercer Global Advisors
Mercer Global Advisors
Colorado
$20.7M +$1.96M 11 0.31% Increased
628
CCI
Columbus Circle Investors
$20.7M -$1.7M 1 0.9% Reduced
629
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$20.6M -$386K 8 1.58% Reduced
630
AP
Atwood & Palmer
Missouri
$20.5M -$37.8K 4 2.58% Reduced
631
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$20.4M +$1.43M 4 0.19% Increased
632
USAA
United Services Automobile Association
Texas
$20.4M +$6.89M 1 0.4% Increased
633
MML Investors Services
MML Investors Services
Massachusetts
$20.2M +$960K 12 0.25% Increased
634
MIS
Morningstar Investment Services
Illinois
$20.2M -$994K 1 0.31% Reduced
635
CTI
Community Trust & Investment
Kentucky
$20.1M -$456K 2 2.3% Reduced
636
Stephens Inc
Stephens Inc
Arkansas
$20.1M -$787K 8 0.4% Reduced
637
Exencial Wealth Advisors
Exencial Wealth Advisors
Oklahoma
$20.1M +$7.82M 2 1.06% Increased
638
OCM
Oakview Capital Management
Texas
$19.9M -$84.6K 1 8.71% Reduced
639
EIM
Essex Investment Management
Massachusetts
$19.8M +$1.83M 12 2.84% Increased
640
PAIM
Punch & Associates Investment Management
Minnesota
$19.8M +$1.87M 3 1.7% Increased
641
EIA
Edgemoor Investment Advisors
Maryland
$19.8M -$308K 1 2.45% Reduced
642
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$19.7M +$622K 1 0.99% Increased
643
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$19.7M -$33.2M 21 0.28% Reduced
644
MIM
Montgomery Investment Management
Maryland
$19.6M -$639K 3 10.28% Reduced
645
HCMNY
Howard Capital Management (New York)
New York
$19.5M -$2.26M 1 2.46% Reduced
646
SCI
S&CO Inc
Massachusetts
$19.5M -$62.5K 1 1.94% Reduced
647
Blackstone Inc
Blackstone Inc
New York
$19.4M $0 1 0.08% Maintained
648
R.M. Davis Inc
R.M. Davis Inc
Maine
$19.4M -$3.09M 3 0.63% Reduced
649
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$19.4M $0 2 0.25% Maintained
650
Nantahala Capital Management
Nantahala Capital Management
Connecticut
$19.1M +$76.5K 1 0.59% Increased