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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
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$37M +$856K 10 1.01% Increased
702
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$36.9M -$3.13M 4 1.32% Reduced
703
PGGM Investments
PGGM Investments
Netherlands
$36.9M -$3.92M 6 0.56% Reduced
704
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$36.9M -$7.83M 8 1.76% Reduced
705
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$36.8M +$7.79M 15 0.98% Increased
706
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$36.7M +$44K 6 1.61% Increased
707
AC
AltraVue Capital
Washington
$36.5M -$1.34M 2 4.21% Reduced
708
BRWA
B. Riley Wealth Advisors
Florida
$36.3M -$2.44M 17 0.98% Reduced
709
GG
Greenwood Gearhart
Arkansas
$36.1M -$5.21M 5 3.85% Reduced
710
NIM
Northeast Investment Management
Massachusetts
$36.1M -$926K 4 1.93% Reduced
711
Moore Capital Management
Moore Capital Management
New York
$36M -$79.1M 4 0.62% Reduced
712
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$35.8M -$1.39M 10 0.43% Reduced
713
CC
Cannell Capital
Wyoming
$35.7M +$2.04M 3 7.75% Increased
714
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$35.7M -$39.1M 6 0.16% Reduced
715
Donald Smith & Co
Donald Smith & Co
New York
$35.5M +$5.25M 1 0.91% Increased
716
LG
LaFleur & Godfrey
Michigan
$35.5M +$476K 3 5.29% Increased
717
VWA
Visionary Wealth Advisors
Illinois
$35.4M -$59.7K 4 2.6% Reduced
718
PAMG
Patton Albertson Miller Group
Tennessee
$35.4M +$2.13M 6 5.9% Increased
719
SCI
S&CO Inc
Massachusetts
$35.3M -$265K 2 2.71% Reduced
720
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$35.3M +$5.26M 9 0.57% Increased
721
Capital International
Capital International
California
$35.1M +$255K 1 1.8% Increased
722
GIM
Generate Investment Management
New Zealand
$35.1M +$30.6M 1 3.03% New
723
KCM
Kingdon Capital Management
New York
$35.1M -$1.36M 2 4.39% Reduced
724
SAM
Securian Asset Management
Minnesota
$34.9M -$2.72M 21 0.99% Reduced
725
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$34.8M -$370K 1 0.49% Reduced