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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
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$50.3M -$2.7M 4 2.29% Reduced
627
LI
Leeward Investments
Massachusetts
$50.3M -$2.49M 3 2.31% Reduced
628
Glenview Trust
Glenview Trust
Kentucky
$49.8M -$1.82M 8 1% Reduced
629
Y-Intercept (HK)
Y-Intercept (HK)
Hong Kong
$49.7M +$22.4M 35 2.72% Increased
630
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$49.7M -$2.52M 56 1.71% Reduced
631
Lido Advisors
Lido Advisors
California
$49.4M +$12.6M 14 0.28% Increased
632
PWAM
Park West Asset Management
California
$49.1M +$52.3M 1 3.6% New
633
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$49M +$4.39M 6 0.13% Increased
634
WGAM
Wilkinson Global Asset Management
New York
$48.9M -$1.42M 1 3.06% Reduced
635
BOK Financial
BOK Financial
Oklahoma
$48.5M +$8.5M 23 0.87% Increased
636
CNAM
Campbell Newman Asset Management
Wisconsin
$48.5M +$27.1M 6 3.88% Increased
637
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$48.5M -$4.67M 17 1.14% Reduced
638
PWLP
Prio Wealth Limited Partnership
Massachusetts
$48.5M -$4.43M 4 1.45% Reduced
639
Wealthfront Advisers
Wealthfront Advisers
California
$48.2M +$2.47M 10 0.16% Increased
640
TPI
Trust Point Inc
Wisconsin
$48.1M +$22.3K 10 3.86% Increased
641
Hantz Financial Services
Hantz Financial Services
Michigan
$48.1M -$13.2M 26 0.92% Reduced
642
Mizuho Markets Americas
Mizuho Markets Americas
New York
$48M -$2.21M 3 1.15% Reduced
643
FSCM
Front Street Capital Management
Montana
$48M +$2.64M 2 9.2% Increased
644
SFM
Stack Financial Management
Montana
$48M -$717K 1 4.44% Reduced
645
Atria Wealth Solutions
Atria Wealth Solutions
New York
$48M -$4.96M 15 0.53% Reduced
646
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$47.9M +$2.1M 14 0.98% Increased
647
iA Global Asset Management
iA Global Asset Management
Quebec, Canada
$47.9M -$15.9M 8 0.91% Reduced
648
PWA
Prairie Wealth Advisors
Nebraska
$47.4M +$285K 2 24.05% Increased
649
G
GenTrust
Florida
$47.3M -$3.89M 1 2.57% Reduced
650
CCIA
Campbell & Co Investment Adviser
Maryland
$47.1M +$18.4M 26 4% Increased