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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
726
BWP
Baldwin Wealth Partners
Massachusetts
$17.6M -$778K 1 2.61% Reduced
727
Burney Company
Burney Company
Virginia
$17.6M +$419K 7 1.52% Increased
728
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$17.6M +$367K 5 1.21% Increased
729
JGC
J. Goldman & Co
New York
$17.6M +$5.81M 4 1.29% Increased
730
M
MOTCO
Texas
$17.6M +$28.8K 5 1.92% Increased
731
SCI
S&CO Inc
Massachusetts
$17.5M -$119K 1 2.43% Reduced
732
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$17.5M +$13.6M 4 0.89% Increased
733
RI
Redwood Investments
Massachusetts
$17.3M +$6.06M 5 2.17% Increased
734
NCM
Newgate Capital Management
Connecticut
$17.3M -$5.94M 3 4.52% Reduced
735
JCP
Jabre Capital Partners
Switzerland
$17.2M -$3.49M 2 1.21% Reduced
736
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$17M +$538K 3 2.66% Increased
737
Montag & Associates
Montag & Associates
Georgia
$17M +$1.28M 4 2.77% Increased
738
Stephens Inc
Stephens Inc
Arkansas
$17M -$1.17M 11 0.86% Reduced
739
BPCM
Beach Point Capital Management
California
$17M +$1.14M 1 3.32% Increased
740
JPMIA
J.P. Marvel Investment Advisors
Massachusetts
$16.9M -$319K 4 5.77% Reduced
741
MC
Maplelane Capital
New York
$16.8M -$14.4M 2 1.06% Reduced
742
CF
Cypress Funds
California
$16.8M $0 1 4.38% Maintained
743
Vontobel Asset Management
Vontobel Asset Management
New York
$16.8M +$110K 1 0.17% Increased
744
Eastern Bank
Eastern Bank
Massachusetts
$16.7M +$118K 3 1.35% Increased
745
STI
Susquehanna Trust & Investment
Pennsylvania
$16.7M +$8.59M 2 3.54% Increased
746
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
$16.6M -$482K 7 4.04% Reduced
747
BCM
BBT Capital Management
Texas
$16.6M +$2.13M 3 1.03% Increased
748
DIA
Davidson Investment Advisors
Montana
$16.6M +$879K 4 2.42% Increased
749
STB
S&T Bank
Pennsylvania
$16.6M +$24.6K 1 2.49% Increased
750
MA
Minerva Advisors
Pennsylvania
$16.5M -$569K 3 9.36% Reduced