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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
$70.3M +$1.13M 16 0.49% Increased
677
Waverly Advisors
Waverly Advisors
Alabama
$70.1M +$16.5M 20 0.57% Increased
678
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$69.3M +$1.76M 30 0.99% Increased
679
EIA
Edgemoor Investment Advisors
Maryland
$69.1M -$795K 3 5.36% Reduced
680
CCIA
Campbell & Co Investment Adviser
Maryland
$68.5M +$41.4M 23 3.29% Increased
681
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$68.1M -$21.5M 13 1.98% Reduced
682
LCM
Logan Capital Management
Pennsylvania
$68.1M +$510K 7 2.87% Increased
683
PA
Paralel Advisors
Colorado
$67.9M $0 4 2.64% Maintained
684
PBU - The Pension Fund of Early Childhood & Youth Educators
PBU - The Pension Fund of Early Childhood & Youth Educators
$67.9M +$71.3M 3 0.98% New
685
ACM
ADW Capital Management
Florida
$67.8M +$17.8M 2 50.66% Increased
686
Hantz Financial Services
Hantz Financial Services
Michigan
$67.8M +$80.1K 41 1% Increased
687
JGC
J. Goldman & Co
New York
$67.8M -$36.2M 3 1.78% Reduced
688
CapitalatWork SA
CapitalatWork SA
$67.6M +$16.3M 3 2.06% Increased
689
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension
$67.5M +$74.3M 3 1.72% New
690
NC
Nitorum Capital
New York
$67.3M -$2.14M 2 14.87% Reduced
691
Weiss Asset Management
Weiss Asset Management
Massachusetts
$67M +$62.3M 10 0.88% Increased
692
HCM
Hodges Capital Management
Texas
$66.7M -$2.64M 8 5.73% Reduced
693
GIA
GHP Investment Advisors
Colorado
$66.7M +$952K 17 2.74% Increased
694
WIC
Willis Investment Counsel
Georgia
$66.4M +$2.88M 3 3.43% Increased
695
Discovery Capital Management
Discovery Capital Management
Connecticut
$66.4M +$1.96M 2 3.59% Increased
696
Harding Loevner
Harding Loevner
New Jersey
$66.3M -$85.6M 1 0.58% Reduced
697
JVBC
J.V. Bruni & Co
Colorado
$66.2M -$2.2M 2 6.5% Reduced
698
SCM
Silvant Capital Management
Georgia
$66.1M +$3.14M 7 2.23% Increased
699
Oaktree Capital Management
Oaktree Capital Management
California
$66.1M -$54M 1 0.94% Reduced
700
Merit Financial Group
Merit Financial Group
Georgia
$66M +$11.7M 28 0.53% Increased