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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
SC
Steginsky Capital
New York
$74.5M -$11.2K 1 12.55% Reduced
652
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$74.2M -$10.9M 12 1.05% Reduced
653
Hosking Partners
Hosking Partners
United Kingdom
$73.7M -$765K 3 2.5% Reduced
654
Wedge Capital Management
Wedge Capital Management
North Carolina
$73.7M -$1.97M 12 1.32% Reduced
655
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$73.6M +$71.5K 1 0.77% Increased
656
Nomura Holdings
Nomura Holdings
Japan
$73.5M -$3.77M 17 0.1% Reduced
657
TDC
Thompson Davis & Co
Virginia
$73.3M -$118K 12 43.88% Reduced
658
Tema ETFs
Tema ETFs
New York
$73.2M +$3.58M 14 5.68% Increased
659
Meyer Handelman Company
Meyer Handelman Company
New York
$73.1M -$1.99M 5 2.29% Reduced
660
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$72.9M -$547K 23 1.53% Reduced
661
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$72.6M +$39.5M 3 0.85% Increased
662
EP
Edgestream Partners
New Jersey
$72.4M -$3.92M 17 2.04% Reduced
663
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$72.1M -$1.77M 12 1.68% Reduced
664
TC
TwinBeech Capital
New York
$72.1M +$39.3M 17 5.12% Increased
665
DLP
De Lisle Partners
United Kingdom
$71.8M -$18.7M 14 9.23% Reduced
666
Advisory Services Network
Advisory Services Network
Georgia
$71.8M -$3.02M 21 1.02% Reduced
667
VCM
Valiant Capital Management
California
$71.8M -$39.7M 2 4.06% Reduced
668
Dakota Wealth Management
Dakota Wealth Management
Florida
$71.6M +$277K 11 1.27% Increased
669
OMG
One Madison Group
New York
$71.1M +$36.7M 2 8.2% Increased
670
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$71.1M +$7.5M 19 1.73% Increased
671
ACP
Albar Capital Partners
United Kingdom
$70.8M -$14.4M 2 16.75% Reduced
672
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$70.8M -$1.9M 8 0.89% Reduced
673
CCIP
Camrose Capital Investment Partners
United Kingdom
$70.8M +$11.2M 1 11.72% Increased
674
Emerald Advisers
Emerald Advisers
Pennsylvania
$70.7M +$16.3M 6 2.18% Increased
675
RCW
Rheos Capital Works
Japan
$70.5M +$7.32M 2 4.52% Increased