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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
LCM
Logan Capital Management
Pennsylvania
$36M -$1.81M 8 1.72% Reduced
652
Dakota Wealth Management
Dakota Wealth Management
Florida
$35.8M +$1.35M 11 1.68% Increased
653
R.M. Davis Inc
R.M. Davis Inc
Maine
$35.7M +$2.15M 4 0.86% Increased
654
Alpha Cubed Investments
Alpha Cubed Investments
California
$35.7M +$8.56M 5 2.4% Increased
655
FFM
Fullerton Fund Management
Singapore
$35.6M +$23.1M 3 2.49% Increased
656
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$35.5M +$724K 6 1.17% Increased
657
BBCM
Broad Bay Capital Management
New York
$35.5M +$2.29M 1 4.78% Increased
658
RIA
RPG Investment Advisory
California
$35.5M -$794K 3 6.13% Reduced
659
AC
AltraVue Capital
Washington
$35.4M +$333K 2 4.17% Increased
660
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$35.4M -$11M 16 3.25% Reduced
661
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$35.3M -$2.81M 1 0.64% Reduced
662
JCM
Jag Capital Management
Missouri
$35.3M -$5.05M 4 4.08% Reduced
663
KCM
Kingdon Capital Management
New York
$35.2M -$16.9M 2 3.33% Reduced
664
Burney Company
Burney Company
Virginia
$35.2M -$7.64M 7 1.61% Reduced
665
NI
Nuance Investments
Missouri
$35.1M +$9.32M 1 0.75% Increased
666
MCM
McRae Capital Management
New Jersey
$35.1M +$1.79M 2 9.97% Increased
667
CAM
ClariVest Asset Management
California
$35.1M -$28.9M 21 1.76% Reduced
668
Beck Mack & Oliver
Beck Mack & Oliver
New York
$35.1M -$1.62M 2 0.92% Reduced
669
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$35M +$2.77M 20 1.54% Increased
670
NIM
Northeast Investment Management
Massachusetts
$35M +$846K 4 1.97% Increased
671
Eastern Bank
Eastern Bank
Massachusetts
$35M +$2.75M 4 1.66% Increased
672
Ethic Inc
Ethic Inc
New York
$34.9M +$3.29M 19 1.3% Increased
673
BCA
Bernzott Capital Advisors
California
$34.5M -$1.92M 2 7.45% Reduced
674
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
$34.5M -$2.78M 4 2.13% Reduced
675
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$34.4M -$262K 10 0.83% Reduced