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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
701
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$26.9M +$2.83M 6 0.78% Increased
702
Pathstone Family Office
Pathstone Family Office
New Jersey
$26.9M +$8.77M 22 0.49% Increased
703
Capital International
Capital International
California
$26.8M +$692K 1 1.85% Increased
704
EWM
Endurance Wealth Management
Rhode Island
$26.8M +$83.5K 10 4.03% Increased
705
NPA
Nichols & Pratt Advisers
Massachusetts
$26.7M -$35.9K 2 2.15% Reduced
706
IIA
IPG Investment Advisors
California
$26.5M +$3.43M 2 7.4% Increased
707
Ethic Inc
Ethic Inc
New York
$26.5M +$5.43M 14 1.43% Increased
708
Algert Global
Algert Global
California
$26.4M +$4.77M 13 1.46% Increased
709
EIP
Easterly Investment Partners
Massachusetts
$26.1M -$2.45M 2 2.26% Reduced
710
QM
QVIDTVM Management
Texas
$26M $0 1 15.7% Maintained
711
Busey Bank
Busey Bank
Illinois
$26M -$1.15M 4 1.17% Reduced
712
CAM
Cozad Asset Management
Illinois
$26M -$1.65M 7 3.66% Reduced
713
Meag Munich Ergo
Meag Munich Ergo
Germany
$26M +$376K 4 1.4% Increased
714
IEFM
IQ EQ Fund Management
Ireland
$25.9M +$982K 8 5.32% Increased
715
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$25.9M -$77.6K 1 1.35% Reduced
716
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management
California
$25.8M +$39.7K 14 1.66% Increased
717
BAM
Berkshire Asset Management
Pennsylvania
$25.8M +$17.9K 2 1.65% Increased
718
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$25.7M +$13.2M 9 0.68% Increased
719
MAI Capital Management
MAI Capital Management
Ohio
$25.6M +$477K 11 0.43% Increased
720
HCMG
Howard Capital Management Group
California
$25.6M -$238K 2 3.07% Reduced
721
Atlas FRM
Atlas FRM
Connecticut
$25.6M +$26.6M 1 4.97% Increased
722
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$25.6M -$121K 5 1.07% Reduced
723
Rafferty Asset Management
Rafferty Asset Management
New York
$25.5M +$10.2M 12 0.21% Increased
724
EN1L
Engine No 1 LLC
California
$25.1M -$5.41M 1 12.36% Reduced
725
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$25.1M -$215K 8 0.49% Reduced