← All themes

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
651
CSM Advisors
CSM Advisors
Pennsylvania
$25.3M -$2.83M 2 2.76% Reduced
652
RIA
RPG Investment Advisory
California
$25.2M -$9.8M 3 5.43% Reduced
653
PFS Investments
PFS Investments
Georgia
$25.1M -$376K 9 0.46% Reduced
654
BCM
Birmingham Capital Management
Alabama
$25M -$768K 3 11.09% Reduced
655
B. Riley Wealth Advisors
B. Riley Wealth Advisors
Florida
$24.9M +$3.97M 14 0.75% Increased
656
Masters Capital Management
Masters Capital Management
Georgia
$24.9M $0 1 1.76% Maintained
657
Atika Capital Management
Atika Capital Management
New York
$24.8M -$10.2M 2 2.1% Reduced
658
Jump Financial
Jump Financial
Illinois
$24.7M +$324K 22 0.96% Increased
659
Wilkinson Global Asset Management
Wilkinson Global Asset Management
New York
$24.7M +$22.2M 1 2.22% Increased
660
Barings
Barings
North Carolina
$24.6M +$2.64M 4 0.98% Increased
661
Boothbay Fund Management
Boothbay Fund Management
New York
$24.4M +$5.21M 19 0.61% Increased
662
AlphaCrest Capital Management
AlphaCrest Capital Management
New York
$24.4M -$1.55M 23 1.48% Reduced
663
Tower Bridge Advisors
Tower Bridge Advisors
Pennsylvania
$24.2M +$1.45M 4 2.15% Increased
664
STB
S&T Bank
Pennsylvania
$24.1M -$1.26M 2 4.65% Reduced
665
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$24M -$4M 14 0.59% Reduced
666
EN1L
Engine No 1 LLC
California
$24M -$4.04M 1 11.85% Reduced
667
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$23.9M -$1.43M 20 1.3% Reduced
668
ClariVest Asset Management
ClariVest Asset Management
California
$23.8M +$687K 13 1.14% Increased
669
Endurance Wealth Management
Endurance Wealth Management
Rhode Island
$23.7M +$70.1K 10 3.92% Increased
670
Logan Capital Management
Logan Capital Management
Pennsylvania
$23.7M -$251K 7 1.42% Reduced
671
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$23.5M -$984K 24 0.65% Reduced
672
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$23.4M +$10.9K 1 1.29% Increased
673
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$23.3M +$11.9M 5 1.47% Increased
674
Claret Asset Management
Claret Asset Management
Quebec, Canada
$23.3M -$2.14M 3 5.53% Reduced
675
Tributary Capital Management
Tributary Capital Management
Nebraska
$23.3M -$3.21M 5 2.44% Reduced