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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
Washington Trust
Washington Trust
Rhode Island
$33.1M +$11M 18 1.54% Increased
627
Advisors Capital Management
Advisors Capital Management
New Jersey
$32.9M +$245K 3 0.89% Increased
628
R.M. Davis Inc
R.M. Davis Inc
Maine
$32.8M +$283K 4 0.88% Increased
629
AIP
ARS Investment Partners
New York
$32.8M +$12.6M 6 4.36% Increased
630
NIM
Northeast Investment Management
Massachusetts
$32.6M +$2.28M 4 2.08% Increased
631
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$32.6M +$1.96M 7 1.24% Increased
632
LIM
Lathrop Investment Management
Arkansas
$32.5M +$392K 2 7.19% Increased
633
BRWA
B. Riley Wealth Advisors
Florida
$32.3M +$1.62M 13 0.91% Increased
634
WI
Wafra Inc
New York
$32.2M -$22.9M 1 1.23% Reduced
635
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$32.2M -$17.3M 9 0.52% Reduced
636
Stephens Inc
Stephens Inc
Arkansas
$32.2M +$3.9M 12 0.66% Increased
637
G
GenTrust
Florida
$32.1M +$1.35M 1 2.87% Increased
638
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$32M +$398K 3 1.05% Increased
639
UBS O'Connor
UBS O'Connor
Illinois
$32M -$26.2M 8 0.59% Reduced
640
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$32M +$2.4M 11 0.98% Increased
641
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$31.9M +$1.97M 26 0.79% Increased
642
PCM
Penn Capital Management
Pennsylvania
$31.8M +$4.58M 5 3.25% Increased
643
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$31.7M +$165K 20 1.9% Increased
644
CBT
Central Bank & Trust
Kentucky
$31.5M +$3.49M 6 5.95% Increased
645
CAM
Claret Asset Management
Quebec, Canada
$31.5M -$413K 3 6.96% Reduced
646
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
$31.5M +$14.8M 5 2.1% Increased
647
PWAG
Polaris Wealth Advisory Group
California
$31.4M -$4.27M 3 2.34% Reduced
648
Ancora Advisors
Ancora Advisors
Ohio
$31.2M -$919K 22 0.9% Reduced
649
PA
Paralel Advisors
Colorado
$31.2M +$7.09M 5 1.84% Increased
650
MAMU
Marathon Asset Management (UK)
United Kingdom
$31.2M -$1.23M 1 0.84% Reduced