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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
676
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$48.8M +$1.75M 1 1.51% Increased
677
CNAM
Campbell Newman Asset Management
Wisconsin
$48.7M -$4.81M 6 3.67% Reduced
678
Hosking Partners
Hosking Partners
United Kingdom
$48.7M +$11.1M 3 1.88% Increased
679
AP
Atwood & Palmer
Missouri
$48.6M -$10.8K 6 3.3% Reduced
680
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$48.4M -$8.63M 17 1.13% Reduced
681
Hancock Whitney
Hancock Whitney
Mississippi
$48.4M +$1.33M 11 1.56% Increased
682
BGC
Blue Grotto Capital
Georgia
$48.4M +$25.2M 2 8.98% Increased
683
Conning Inc
Conning Inc
Connecticut
$48.3M +$2M 6 1.59% Increased
684
PWA
Prairie Wealth Advisors
Nebraska
$48.2M +$75.4K 2 23.84% Increased
685
Dakota Wealth Management
Dakota Wealth Management
Florida
$48M +$1.67M 11 1.08% Increased
686
DFO
Duquesne Family Office
New York
$47.7M +$18.4M 2 1.62% Increased
687
Masters Capital Management
Masters Capital Management
Georgia
$47.7M +$707K 1 2.33% Increased
688
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$47.5M +$631K 5 0.36% Increased
689
CC
Cannell Capital
Wyoming
$47.5M +$2.07M 4 9.77% Increased
690
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$47.5M -$2.77M 19 1.03% Reduced
691
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$47.4M +$23M 2 0.61% Increased
692
Quantbot Technologies
Quantbot Technologies
New York
$47.3M -$5.26M 31 1.87% Reduced
693
FIB
First Interstate Bank
Montana
$47.2M +$14M 5 2.87% Increased
694
CA
Callahan Advisors
Texas
$47.1M -$424K 4 4.59% Reduced
695
NIM
Northeast Investment Management
Massachusetts
$47.1M -$3.45M 4 2.11% Reduced
696
MIM
Montgomery Investment Management
Maryland
$47.1M -$26.6K 4 17.04% Reduced
697
ECG
Edge Capital Group
Georgia
$47M -$81.4K 5 2.08% Reduced
698
EP Wealth Advisors
EP Wealth Advisors
California
$46.9M +$32.9M 13 0.4% Increased
699
NCM
Narwhal Capital Management
Georgia
$46.8M +$770K 4 4.21% Increased
700
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$46.6M -$24.6M 72 1.23% Reduced