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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
651
NCM
Narwhal Capital Management
Georgia
$31.1M -$3.21M 3 4.14% Reduced
652
Wealthfront Advisers
Wealthfront Advisers
California
$31.1M +$4.29M 9 0.15% Increased
653
AAM
Aureus Asset Management
Massachusetts
$31.1M -$547K 4 2.68% Reduced
654
Burney Company
Burney Company
Virginia
$31M +$1.09M 7 1.57% Increased
655
GIC
GFI Investment Counsel
Ontario, Canada
$30.9M -$1.75M 1 5.21% Reduced
656
MIIM
Mesirow Institutional Investment Management
Illinois
$30.5M +$5.91M 3 4.02% Increased
657
SC
Sasco Capital
Connecticut
$30.3M -$3.98M 1 3.85% Reduced
658
EMG
ETF Managers Group
New Jersey
$30.2M -$1.47M 7 1.42% Reduced
659
CSM Advisors
CSM Advisors
Pennsylvania
$30M -$662K 2 2.86% Reduced
660
Boothbay Fund Management
Boothbay Fund Management
New York
$30M +$685K 19 0.69% Increased
661
RIG
Renaissance Investment Group
Massachusetts
$30M +$790K 5 8.94% Increased
662
SW
SVB Wealth
Massachusetts
$30M -$345K 9 0.4% Reduced
663
RIA
RPG Investment Advisory
California
$30M -$1.09M 3 5.78% Reduced
664
CGIM
Capital Group Investment Management
Singapore
$29.8M +$31.2M 3 1.15% New
665
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$29.7M +$5.13M 22 1.23% Increased
666
NC
Nekton Capital
United Kingdom
$29.5M -$3.83M 1 6.66% Reduced
667
CM
Crestline Management
Texas
$29.5M +$11.2M 7 4.33% Increased
668
Synovus Financial
Synovus Financial
Georgia
$29.5M +$1.59M 10 0.34% Increased
669
AIA Group
AIA Group
Hong Kong
$29.1M -$14.2M 3 1.77% Reduced
670
NIMC
Nierenberg Investment Management Company
Washington
$29.1M +$502K 3 21.9% Increased
671
SCI
S&CO Inc
Massachusetts
$29M -$164K 2 2.54% Reduced
672
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$29M +$120K 8 1.14% Increased
673
Lighthouse Investment Partners
Lighthouse Investment Partners
Florida
$28.9M -$23.9M 7 3.2% Reduced
674
LDB
Lee, Danner & Bass
Tennessee
$28.9M -$1.02M 3 2.73% Reduced
675
MAM
Montanaro Asset Management
United Kingdom
$28.9M -$2.04M 1 4.71% Reduced