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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
Rafferty Asset Management
Rafferty Asset Management
New York
$52.6M +$5.43M 15 0.19% Increased
677
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers
Washington
$52.6M +$1.44M 5 1.23% Increased
678
Park West Asset Management
Park West Asset Management
California
$52.6M -$2.31M 1 4.22% Reduced
679
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$52.1M -$141K 6 1.82% Reduced
680
MCI
McDonald Capital Investors
California
$52.1M -$109K 1 3.27% Reduced
681
Advisory Services Network
Advisory Services Network
Georgia
$51.9M +$5.32M 20 0.97% Increased
682
PC
Paradoxiom Capital
Connecticut
$51.9M +$54.5M 8 21.45% New
683
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$51.8M -$7.07M 12 0.54% Reduced
684
Generali Asset Management
Generali Asset Management
Italy
$51.8M +$55.2M 11 1.32% New
685
Dorsey Asset Management
Dorsey Asset Management
Illinois
$51.7M -$30.9M 1 5.33% Reduced
686
&Partners
&Partners
Tennessee
$51.4M +$21.4M 22 0.62% Increased
687
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$51.4M -$771K 23 1.73% Reduced
688
Hancock Whitney
Hancock Whitney
Mississippi
$51.4M +$3.57M 12 1.63% Increased
689
Savant Capital
Savant Capital
Illinois
$51.3M +$2.65M 21 0.4% Increased
690
Blue Grotto Capital
Blue Grotto Capital
Georgia
$51.3M +$591K 2 9.38% Increased
691
Beck Mack & Oliver
Beck Mack & Oliver
New York
$51.3M -$935K 3 0.95% Reduced
692
Wolf Hill Capital Management
Wolf Hill Capital Management
Connecticut
$50.9M -$36.3M 1 3.66% Reduced
693
John G. Ullman & Associates
John G. Ullman & Associates
New York
$50.9M +$3.98M 11 7.49% Increased
694
Greenvale Capital
Greenvale Capital
United Kingdom
$50.6M +$51.5M 1 3.74% New
695
Meyer Handelman Company
Meyer Handelman Company
New York
$50.5M -$737K 5 1.75% Reduced
696
Pertento Partners
Pertento Partners
United Kingdom
$50.4M +$6.49M 1 4.27% Increased
697
GHP Investment Advisors
GHP Investment Advisors
Colorado
$50.4M +$798K 15 2.35% Increased
698
Visionary Wealth Advisors
Visionary Wealth Advisors
Illinois
$50.4M +$7.5M 6 2.95% Increased
699
RIG
Renaissance Investment Group
Massachusetts
$49.8M -$85.9K 5 10.52% Reduced
700
Hantz Financial Services
Hantz Financial Services
Michigan
$49.8M -$748K 25 0.87% Reduced