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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
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers
Washington
$42.1M +$14.6M 5 1.15% Increased
652
BCM
Bornite Capital Management
New York
$41.9M +$35M 1 9.81% Increased
653
Wealthfront Advisers
Wealthfront Advisers
California
$41.7M +$276K 10 0.16% Increased
654
LCM
Logan Capital Management
Pennsylvania
$41.5M -$1.15M 10 1.93% Reduced
655
Braun Stacey Associates
Braun Stacey Associates
New York
$41.4M -$7.6M 3 1.85% Reduced
656
NI
Nuance Investments
Missouri
$41.3M -$3.79M 1 0.95% Reduced
657
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$41.3M +$1.59M 21 1.58% Increased
658
SFM
Stack Financial Management
Montana
$41.2M -$18.9M 1 4.66% Reduced
659
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$41.1M +$3.9M 9 0.85% Increased
660
Capital International Sarl
Capital International Sarl
California
$41.1M +$3.59M 2 1.54% Increased
661
WIC
Willis Investment Counsel
Georgia
$41.1M +$4.03M 3 2.89% Increased
662
SC
Shellback Capital
Massachusetts
$41M -$51M 2 3.6% Reduced
663
Rafferty Asset Management
Rafferty Asset Management
New York
$41M +$2.3M 10 0.17% Increased
664
SCM
SG Capital Management
Illinois
$40.9M +$23.2M 3 12.15% Increased
665
Chilton Investment Company
Chilton Investment Company
Connecticut
$40.8M +$1.92M 2 1.2% Increased
666
MCM
McRae Capital Management
New Jersey
$40.7M -$80.1K 2 10.17% Reduced
667
EIM
Essex Investment Management
Massachusetts
$40.4M -$4.83M 15 7.96% Reduced
668
EULAV Asset Management
EULAV Asset Management
Florida
$40.1M +$5.29M 4 1.24% Increased
669
CAM
ClariVest Asset Management
California
$39.9M -$10.5M 26 2.21% Reduced
670
Maverick Capital
Maverick Capital
Texas
$39.9M +$34.5M 5 0.8% Increased
671
LIM
Lathrop Investment Management
Arkansas
$39.8M -$912K 2 8.13% Reduced
672
Walleye Trading
Walleye Trading
New York
$39.7M -$2.43M 22 0.09% Reduced
673
SAM
Shell Asset Management
Netherlands
$39.7M -$9.45M 34 1.83% Reduced
674
Jefferies Financial Group
Jefferies Financial Group
New York
$39.4M +$13.5M 12 0.26% Increased
675
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$39.4M -$1.81M 3 0.89% Reduced