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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
Stonegate Investment Group
Stonegate Investment Group
Alabama
$76.4M +$5.1M 12 1.77% Increased
627
AIP
ARS Investment Partners
New York
$76.4M -$10.2M 8 5.04% Reduced
628
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$75.9M -$20.6M 12 1.17% Reduced
629
D1 Capital Partners
D1 Capital Partners
New York
$75.8M +$76.9M 1 0.87% New
630
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$75.5M -$17M 8 3.1% Reduced
631
SC
Steginsky Capital
New York
$75.4M +$531K 1 13.85% Increased
632
AssetMark Inc
AssetMark Inc
California
$74.8M +$6.26M 44 0.16% Increased
633
Mesirow Financial Investment Management
Mesirow Financial Investment Management
Illinois
$74.7M -$1.6M 7 1.34% Reduced
634
JVBC
J.V. Bruni & Co
Colorado
$74.1M -$21.2M 2 7.48% Reduced
635
Clearstead Advisors
Clearstead Advisors
Ohio
$74.1M -$1.85M 54 0.97% Reduced
636
RiverFront Investment Group
RiverFront Investment Group
Virginia
$74M +$5.07M 4 1.3% Increased
637
TDC
Thompson Davis & Co
Virginia
$73.9M +$1.59M 11 45.62% Increased
638
Quantbot Technologies
Quantbot Technologies
New York
$73.6M +$3.98M 33 2% Increased
639
Banque Transatlantique
Banque Transatlantique
France
$73.3M -$2.38M 5 1.79% Reduced
640
PCM
Penn Capital Management
Pennsylvania
$72.7M +$13M 7 5.58% Increased
641
Advisory Services Network
Advisory Services Network
Georgia
$71.8M +$2.35M 49 1.05% Increased
642
LCM
Logan Capital Management
Pennsylvania
$71.7M +$12.3M 10 3.02% Increased
643
SCP
Sandhill Capital Partners
New York
$71.6M -$377K 3 5% Reduced
644
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$71.6M +$43.4M 2 0.83% Increased
645
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$71.4M +$1.67M 21 1.52% Increased
646
FMI
F/M Investments
District of Columbia
$71.3M -$2.24M 14 2.75% Reduced
647
VIP
Vantage Investment Partners
Missouri
$71.3M $0 2 4.87% Maintained
648
MAI Capital Management
MAI Capital Management
Ohio
$70.7M +$6.66M 43 0.44% Increased
649
TAM
Thematics Asset Management
France
$70.6M -$7.31M 4 3.21% Reduced
650
London & Capital Asset Management
London & Capital Asset Management
United Kingdom
$70.6M +$13.7M 2 5.04% Increased