← 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
676
Park Avenue Securities
Park Avenue Securities
New York
$98.8M +$11.6M 28 0.62% Increased
677
Busey Bank
Busey Bank
Illinois
$98.5M -$3.45M 4 2.39% Reduced
678
HM Payson & Co
HM Payson & Co
Maine
$98.4M -$32.3M 22 1.3% Reduced
679
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$98.3M +$10.5M 4 1.05% Increased
680
Horizon Investments
Horizon Investments
North Carolina
$97.8M +$24.1M 27 1.07% Increased
681
Summit Trail Advisors
Summit Trail Advisors
New York
$97.8M +$2.61M 26 1.23% Increased
682
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$97.8M -$87.9K 20 2.04% Reduced
683
Miracle Mile Advisors
Miracle Mile Advisors
California
$97.6M +$40.5M 14 1.14% Increased
684
PCM
Penn Capital Management
Pennsylvania
$97.3M +$27.9M 7 6.17% Increased
685
Farther Finance Advisors
Farther Finance Advisors
California
$96.4M +$8.81M 72 0.75% Increased
686
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$96.1M -$26.1M 8 1.92% Reduced
687
Chilton Capital Management
Chilton Capital Management
Texas
$96.1M -$408K 13 3.03% Reduced
688
Atria Investments
Atria Investments
North Carolina
$96.1M -$9.97M 36 0.96% Reduced
689
EIA
Edgemoor Investment Advisors
Maryland
$95.9M -$585K 3 6.54% Reduced
690
Pentwater Capital Management
Pentwater Capital Management
Florida
$95.9M +$82M 1 0.59% New
691
GIP
Granite Investment Partners
California
$95.7M +$25.2M 10 4.91% Increased
692
WhitTier Trust Company
WhitTier Trust Company
Nevada
$95.5M +$5.27M 29 1.79% Increased
693
RCYC
Richard C. Young & Co
Rhode Island
$95.3M -$1.13M 3 7.02% Reduced
694
CapitalatWork SA
CapitalatWork SA
$95.3M +$8.39M 3 2.39% Increased
695
HCM
Hodges Capital Management
Texas
$95.2M +$6.05M 11 6.3% Increased
696
GACM
Global Alpha Capital Management
Quebec, Canada
$95.2M -$660K 3 5.7% Reduced
697
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$94.9M -$36M 17 0.96% Reduced
698
HVCM
Hel Ved Capital Management
Hong Kong
$94.5M +$30.6M 11 6.97% Increased
699
RC
RDST Capital
Washington
$94.3M +$40.6M 1 7.81% Increased
700
XN LP
XN LP
New York
$94.1M $0 1 2.48% Maintained