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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
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$60M -$600K 8 0.87% Reduced
627
TCW Group
TCW Group
California
$59.7M -$4.36M 7 0.5% Reduced
628
KOCAA
Knights of Columbus Asset Advisors
Connecticut
$59.3M +$3.46M 14 3.91% Increased
629
AI
Aperture Investors
New York
$59.1M -$5.93M 4 7.43% Reduced
630
Castleark Management
Castleark Management
Illinois
$59.1M -$1.34M 12 2.06% Reduced
631
GDADCM
Groupe des Assurances du Credit Mutuel
France
$59M +$61.4M 1 15.55% New
632
Clearstead Advisors
Clearstead Advisors
Ohio
$58.9M +$157K 35 0.89% Increased
633
VIP
Vantage Investment Partners
Missouri
$58.6M +$12.9M 2 5.11% Increased
634
DLP
De Lisle Partners
United Kingdom
$58.6M +$18.1M 10 8.59% Increased
635
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$58.6M +$5.2M 11 1.17% Increased
636
SFM
Stack Financial Management
Montana
$58.6M -$997K 1 5.36% Reduced
637
Glenview Trust
Glenview Trust
Kentucky
$58.4M +$3.23M 8 1.09% Increased
638
Quantbot Technologies
Quantbot Technologies
New York
$58.1M +$14.3M 35 2.12% Increased
639
NZS Capital
NZS Capital
Colorado
$58.1M -$1.13M 1 2.47% Reduced
640
SC
Steginsky Capital
New York
$58M +$1.68M 1 12.42% Increased
641
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$57.8M -$3.92M 3 1.98% Reduced
642
SCM
Silvant Capital Management
Georgia
$57.7M -$37.1K 6 2.4% Reduced
643
Wealthfront Advisers
Wealthfront Advisers
California
$57.6M +$4.7M 10 0.17% Increased
644
KCM
Kingdon Capital Management
New York
$57.2M -$3.64M 5 8.15% Reduced
645
WGAM
Wilkinson Global Asset Management
New York
$57.2M +$2.76M 1 3.51% Increased
646
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$57.1M -$3.54M 27 1.04% Reduced
647
CapitalatWork SA
CapitalatWork SA
$57M -$421K 2 1.84% Reduced
648
MC
MIG Capital
California
$57M -$8.19M 1 5.87% Reduced
649
Equity Investment Corp
Equity Investment Corp
Georgia
$56.9M +$1.06M 1 1.33% Increased
650
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$56.8M -$687K 58 1.85% Reduced