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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
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$80.7M +$11.6M 3 0.69% Increased
627
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$80.7M +$8.92M 11 3.13% Increased
628
CNAM
Campbell Newman Asset Management
Wisconsin
$80.5M -$506K 7 5.89% Reduced
629
XTX Topco
XTX Topco
Cayman Islands
$80.4M +$52.1M 50 2.11% Increased
630
Atria Investments
Atria Investments
North Carolina
$80.1M -$247K 35 0.91% Reduced
631
EP Wealth Advisors
EP Wealth Advisors
California
$80.1M +$81.4M 25 0.42% New
632
Norinchukin Bank
Norinchukin Bank
Japan
$80M +$8.53M 12 0.93% Increased
633
AIP
ARS Investment Partners
New York
$79.7M +$703K 8 4.66% Increased
634
CAM
Cacti Asset Management
Georgia
$79.5M $0 1 4.8% Maintained
635
Allworth Financial
Allworth Financial
California
$79.3M +$4.84M 61 0.33% Increased
636
Bridges Investment Management
Bridges Investment Management
Nebraska
$79M +$1.69M 12 1% Increased
637
GIA
Guyasuta Investment Advisors
Pennsylvania
$79M +$242K 8 4.5% Increased
638
RiverFront Investment Group
RiverFront Investment Group
Virginia
$78.9M +$4.02M 5 1.3% Increased
639
Mesirow Financial Investment Management
Mesirow Financial Investment Management
Illinois
$78.5M -$2.2M 7 1.61% Reduced
640
Equity Investment Corp
Equity Investment Corp
Georgia
$78.2M -$19.9K 1 1.58% Reduced
641
Encompass Capital Advisors
Encompass Capital Advisors
New York
$77.5M +$26.5M 2 3.16% Increased
642
Y-Intercept (HK)
Y-Intercept (HK)
Hong Kong
$77.3M +$15.1M 30 1.73% Increased
643
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$77.2M +$7.08M 9 3.2% Increased
644
Banque Transatlantique
Banque Transatlantique
France
$77.1M +$278K 8 1.87% Increased
645
CCPM
Cooper Creek Partners Management
New York
$76.2M -$92.2M 3 3.44% Reduced
646
VIP
Vantage Investment Partners
Missouri
$76.1M -$2.17M 2 5.07% Reduced
647
Castleark Management
Castleark Management
Illinois
$76M +$3.93M 14 2.23% Increased
648
Curi RMB Capital
Curi RMB Capital
Illinois
$75.9M +$14.5M 17 1.31% Increased
649
Axxcess Wealth Management
Axxcess Wealth Management
California
$75.8M +$5.13M 13 1.31% Increased
650
Prospera Financial Services
Prospera Financial Services
Texas
$75.5M +$6.84M 13 1.24% Increased