← All themes

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
726
Harbour Investments
Harbour Investments
Wisconsin
$87.4M +$1.25M 53 1.18% Increased
727
SCM
Silvant Capital Management
Georgia
$86.7M -$5.38M 10 2.52% Reduced
728
WIC
Willis Investment Counsel
Georgia
$86.7M -$1.43M 3 4.13% Reduced
729
AHC
Adell Harriman & Carpenter
Texas
$86.4M -$3.26M 4 4.43% Reduced
730
DAM
Dorsey Asset Management
Illinois
$86.1M -$79.1M 1 5.51% Reduced
731
CC
Covalis Capital
United Kingdom
$85.8M -$42.9M 8 4.84% Reduced
732
JHP
James Hambro & Partners
United Kingdom
$85.7M +$737K 1 3.1% Increased
733
SCP
Sandhill Capital Partners
New York
$84.8M +$22.8M 4 6.89% Increased
734
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$84.7M -$4.84M 33 1.1% Reduced
735
AI
Aperture Investors
New York
$84.5M -$30.6M 8 7.65% Reduced
736
Fiduciary Trust
Fiduciary Trust
Massachusetts
$84.4M -$5.99M 19 0.92% Reduced
737
CCIP
Camrose Capital Investment Partners
United Kingdom
$84.3M +$5.6M 1 9.52% Increased
738
Park National Corp
Park National Corp
Ohio
$84M -$7.33M 3 2.35% Reduced
739
LCS
Levin Capital Strategies
New York
$83.6M -$471K 5 5.61% Reduced
740
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
$83.6M -$3.85M 22 0.92% Reduced
741
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$83.2M +$8.21M 15 1.57% Increased
742
Starboard Value
Starboard Value
New York
$83.1M -$63.7M 1 1.84% Reduced
743
Caprock Group
Caprock Group
Idaho
$83M +$26.4M 23 1.59% Increased
744
Brookstone Capital Management
Brookstone Capital Management
Illinois
$82.5M -$18M 16 0.83% Reduced
745
LMR Partners
LMR Partners
United Kingdom
$82.1M +$29.8M 12 0.31% Increased
746
Mission Wealth Management
Mission Wealth Management
California
$81.7M +$43.6M 20 1% Increased
747
Ritholtz Wealth Management
Ritholtz Wealth Management
New York
$81.7M -$363K 37 1.22% Reduced
748
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$81.3M -$5.51M 19 1.91% Reduced
749
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$80.5M -$20.5M 5 0.45% Reduced
750
MCI
McDonald Capital Investors
California
$80.1M -$6.49M 1 5.85% Reduced