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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
Discovery Capital Management
Discovery Capital Management
Connecticut
$66.8M -$1.69M 4 3.66% Reduced
677
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$66.5M +$4.62M 16 0.22% Increased
678
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$66.5M +$11.6K 9 0.87% Increased
679
AFCM
Applied Finance Capital Management
Puerto Rico
$66.3M -$17.4M 7 4.71% Reduced
680
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$66.1M -$48.8M 1 0.68% Reduced
681
SCM
Silvant Capital Management
Georgia
$66.1M -$3.24M 7 2.29% Reduced
682
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$65.9M +$2.17M 30 0.99% Increased
683
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$65.7M +$17.3M 7 0.75% Increased
684
Dakota Wealth Management
Dakota Wealth Management
Florida
$65.4M +$2.36M 6 1.32% Increased
685
Hantz Financial Services
Hantz Financial Services
Michigan
$64.9M +$3.79M 40 0.98% Increased
686
CCM
Carronade Capital Management
Connecticut
$64.6M +$36.1M 1 1.49% Increased
687
Tema ETFs
Tema ETFs
New York
$64.5M +$16M 13 5.35% Increased
688
CM
Cercano Management
Washington
$64.4M -$105M 5 2.47% Reduced
689
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$64.4M +$60.9M 7 2.15% Increased
690
TCM
Tyro Capital Management
Florida
$64.1M +$3.62M 2 23.82% Increased
691
Curi RMB Capital
Curi RMB Capital
Illinois
$64.1M -$97.3K 11 1.18% Reduced
692
GIP
Granite Investment Partners
California
$63.7M -$10.3M 9 3.62% Reduced
693
Meyer Handelman Company
Meyer Handelman Company
New York
$63.6M -$1.54M 5 2.01% Reduced
694
Cary Street Partners
Cary Street Partners
Virginia
$63M +$442K 11 1.64% Increased
695
Sapient Capital
Sapient Capital
Indiana
$63M +$14.1M 5 0.97% Increased
696
Y-Intercept (HK)
Y-Intercept (HK)
Hong Kong
$63M +$21.8M 22 1.51% Increased
697
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$62.9M -$29.2M 2 0.75% Reduced
698
BCAM
Boston Common Asset Management
Massachusetts
$62.8M -$5.48M 5 1.76% Reduced
699
WhitTier Trust Company
WhitTier Trust Company
Nevada
$62.4M +$1.01M 20 1.33% Increased
700
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$62.4M -$1.27M 15 0.48% Reduced