← 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
626
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$32.1M +$3.66M 3 0.25% Increased
627
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$32M -$443K 7 2.05% Reduced
628
Intact Investment Management
Intact Investment Management
Quebec, Canada
$32M +$10.2M 7 0.89% Increased
629
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$31.8M $0 3 0.34% Maintained
630
JIR
James Investment Research
Ohio
$31.5M -$11.1M 10 2.93% Reduced
631
Exencial Wealth Advisors
Exencial Wealth Advisors
Oklahoma
$31.4M +$5.2M 4 1.36% Increased
632
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$31.4M -$4.96M 8 0.86% Reduced
633
CC
Criteria Caixa
Spain
$31.2M $0 1 4.3% Maintained
634
CAM
ClariVest Asset Management
California
$31M +$292K 15 1% Increased
635
WC
Walthausen & Co
New York
$30.8M -$3.24M 9 7.81% Reduced
636
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$30.8M +$975K 3 0.99% Increased
637
SFM
Stack Financial Management
Montana
$30.6M -$12.7M 1 2.92% Reduced
638
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
$30.4M +$12M 4 1.55% Increased
639
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$30.2M -$571K 51 1.1% Reduced
640
OCAM
Owl Creek Asset Management
New York
$30.1M $0 1 1.34% Maintained
641
Cartenna Capital
Cartenna Capital
Connecticut
$30M -$1.1M 3 11.09% Reduced
642
ACM
Anomaly Capital Management
New York
$29.8M +$32.7M 1 1.92% New
643
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$29.8M -$247K 7 1.13% Reduced
644
ACP
Ashfield Capital Partners
California
$29.8M +$267K 6 2.12% Increased
645
CC
Cannell & Co
New York
$29.7M -$3.05M 4 0.91% Reduced
646
WesBanco Bank
WesBanco Bank
West Virginia
$29.6M -$31.8K 10 1.14% Reduced
647
LCS
Levin Capital Strategies
New York
$29.5M -$2.6M 5 2.95% Reduced
648
HA
Heartland Advisors
Wisconsin
$29.5M +$899K 6 1.78% Increased
649
LCM
Logan Capital Management
Pennsylvania
$29.2M -$586K 9 1.36% Reduced
650
Meyer Handelman Company
Meyer Handelman Company
New York
$29.1M -$146K 3 1.19% Reduced