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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
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$31.2M +$354K 8 1.05% Increased
702
EA Series Trust
EA Series Trust
Pennsylvania
$31.2M +$27.7M 17 1.1% New
703
Empowered Funds
Empowered Funds
Pennsylvania
$31.2M +$7.83M 17 1.1% Increased
704
BCM
Birmingham Capital Management
Alabama
$31.1M -$802K 3 13.01% Reduced
705
PS
Portfolio Strategies
New York
$31M -$11.6M 1 5.61% Reduced
706
SW
SVB Wealth
Massachusetts
$31M -$3.7M 10 0.56% Reduced
707
E
Ergoteles
New York
$30.9M +$14.2M 14 1.48% Increased
708
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$30.9M +$317K 20 1.56% Increased
709
LCM
Legato Capital Management
California
$30.9M +$8.58M 20 4.18% Increased
710
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$30.6M -$21.6K 1 0.57% Reduced
711
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$30.6M -$52.7M 2 0.33% Reduced
712
Curi RMB Capital
Curi RMB Capital
Illinois
$30.5M -$4.09M 9 1% Reduced
713
WI
Wafra Inc
New York
$30.5M $0 1 1% Maintained
714
WhitTier Trust Company
WhitTier Trust Company
Nevada
$30.4M -$778K 16 1.03% Reduced
715
MAI Capital Management
MAI Capital Management
Ohio
$30.4M -$40.1K 14 0.45% Reduced
716
NIP
Nicholas Investment Partners
California
$30.3M +$8.32M 6 2.07% Increased
717
SCM
Segantii Capital Management
Hong Kong
$30.2M -$6.48M 2 1.57% Reduced
718
ACM
Arosa Capital Management
Florida
$30.1M +$2.22M 2 7.63% Increased
719
SCA
Snowden Capital Advisors
New York
$30.1M +$939K 16 1.08% Increased
720
Synovus Financial
Synovus Financial
Georgia
$30.1M -$182K 10 0.33% Reduced
721
ECG
Edge Capital Group
Georgia
$29.8M +$20M 5 1.71% Increased
722
EI
EAM Investors
California
$29.8M -$3.22M 14 5.52% Reduced
723
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$29.7M +$484K 20 0.78% Increased
724
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$29.7M -$46.1M 17 0.13% Reduced
725
SCI
S&CO Inc
Massachusetts
$29.7M -$52.4K 2 2.39% Reduced