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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
Quantbot Technologies
Quantbot Technologies
New York
$67.5M +$24.3M 28 1.73% Increased
627
Covea Finance
Covea Finance
France
$67.2M +$12.4M 7 2.5% Increased
628
Advisory Services Network
Advisory Services Network
Georgia
$66.9M +$3.39M 21 1.08% Increased
629
CC
Clearline Capital
New York
$66.9M -$6.15M 4 2.5% Reduced
630
EIA
Edgemoor Investment Advisors
Maryland
$66.8M -$1.32M 2 5.77% Reduced
631
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$66.7M -$2.84M 11 1.66% Reduced
632
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$66.5M +$756K 4 2.22% Increased
633
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$66.3M +$5.99M 4 0.35% Increased
634
NC
Nitorum Capital
New York
$66.2M -$6.48M 2 9.82% Reduced
635
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$65.7M +$1.54M 11 2.9% Increased
636
OFI Invest Asset Management
OFI Invest Asset Management
France
$65.6M -$7.47M 8 1.63% Reduced
637
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
$65.4M -$36.9M 8 4.59% Reduced
638
Clearstead Advisors
Clearstead Advisors
Ohio
$65.3M -$50.1K 46 0.92% Reduced
639
DLP
De Lisle Partners
United Kingdom
$65.2M +$3.19M 11 9.2% Increased
640
Samlyn Capital
Samlyn Capital
New York
$65.2M -$3.41M 1 0.9% Reduced
641
SC
Steginsky Capital
New York
$65.2M +$2.51M 1 13.33% Increased
642
TDC
Thompson Davis & Co
Virginia
$65M +$57.8K 9 44.33% Increased
643
FMI
F/M Investments
District of Columbia
$64.9M -$9.38M 14 2.36% Reduced
644
Norinchukin Bank
Norinchukin Bank
Japan
$64.9M +$2.26M 8 0.97% Increased
645
Mesirow Financial Investment Management
Mesirow Financial Investment Management
Illinois
$64.6M -$3.66M 7 1.26% Reduced
646
AHT
Amanah Holdings Trust
$63.7M +$46.5M 2 15.76% New
647
WGAM
Wilkinson Global Asset Management
New York
$63.1M -$4.48M 1 3.97% Reduced
648
JVBC
J.V. Bruni & Co
Colorado
$63M -$12.5M 3 6.64% Reduced
649
RiverFront Investment Group
RiverFront Investment Group
Virginia
$62.7M +$22.6M 3 1.22% Increased
650
AssetMark Inc
AssetMark Inc
California
$62.4M +$7.25M 41 0.15% Increased