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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
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$56.8M +$1.79M 11 0.59% Increased
677
KOCAA
Knights of Columbus Asset Advisors
Connecticut
$56.7M +$3.09M 12 3.44% Increased
678
Discovery Capital Management
Discovery Capital Management
Connecticut
$56.6M +$8.21M 2 4.42% Increased
679
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$56.3M -$616K 15 0.19% Reduced
680
Dakota Wealth Management
Dakota Wealth Management
Florida
$56.3M +$12M 11 1.19% Increased
681
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$56M +$1.92M 18 1.33% Increased
682
PWA
Prairie Wealth Advisors
Nebraska
$55.9M +$9.79K 2 23.86% Increased
683
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$55.7M -$4.77M 29 0.9% Reduced
684
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$55.7M +$3.62M 9 1.99% Increased
685
Allworth Financial
Allworth Financial
California
$55.1M +$15.6M 58 0.26% Increased
686
Burney Company
Burney Company
Virginia
$55.1M -$5.48M 13 1.86% Reduced
687
Prospera Financial Services
Prospera Financial Services
Texas
$55M -$4.45M 13 1.02% Reduced
688
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$54.8M $0 2 0.6% Maintained
689
Prudential plc
Prudential plc
United Kingdom
$54.8M -$1.54M 16 0.33% Reduced
690
Rafferty Asset Management
Rafferty Asset Management
New York
$54.8M +$8.39M 15 0.18% Increased
691
Junto Capital Management
Junto Capital Management
New York
$54.7M +$50.4M 1 1.14% New
692
Castleark Management
Castleark Management
Illinois
$54.7M +$19M 11 1.64% Increased
693
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors
California
$54.6M -$8.93M 1 1.26% Reduced
694
Generali Asset Management
Generali Asset Management
Italy
$54.3M -$3.7M 14 1.24% Reduced
695
NAAA
New Age Alpha Advisors
New York
$54.3M -$5.51M 19 2.39% Reduced
696
1SAMC
12th Street Asset Management Company
Tennessee
$54.2M -$5.56M 4 9.32% Reduced
697
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$54.1M +$29.8M 8 0.71% Increased
698
Axxcess Wealth Management
Axxcess Wealth Management
California
$54M +$290K 11 1.26% Increased
699
HB Wealth Management
HB Wealth Management
Georgia
$54M -$15.1M 22 0.43% Reduced
700
Meyer Handelman Company
Meyer Handelman Company
New York
$54M -$287K 5 1.78% Reduced