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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
Exencial Wealth Advisors
Exencial Wealth Advisors
Oklahoma
$25.7M -$8.79M 5 1.24% Reduced
727
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$25.6M -$11.2M 7 0.58% Reduced
728
GHA
GW Henssler & Associates
Georgia
$25.5M +$966K 3 1.63% Increased
729
Trexquant Investment
Trexquant Investment
Connecticut
$25.5M +$18.3M 21 1.58% Increased
730
FWC
First Washington Corp
Washington
$25.5M -$375K 4 9.85% Reduced
731
Cerity Partners
Cerity Partners
New York
$25.4M +$2.59M 11 0.39% Increased
732
LSA
L & S Advisors
California
$25.4M -$2.31M 7 2.74% Reduced
733
Tidal Investments
Tidal Investments
Wisconsin
$25.4M +$5.28M 9 0.78% Increased
734
Montag & Associates
Montag & Associates
Georgia
$25.4M -$4.18M 10 1.25% Reduced
735
SGAM
Smith Group Asset Management
Texas
$25.3M -$1.43M 6 1.16% Reduced
736
Railway Pension Investments
Railway Pension Investments
United Kingdom
$25.3M -$10.8M 2 0.19% Reduced
737
Synovus Financial
Synovus Financial
Georgia
$25.2M +$1.43M 10 0.25% Increased
738
Hantz Financial Services
Hantz Financial Services
Michigan
$25M +$1.1M 16 0.72% Increased
739
PRCP
Pacific Ridge Capital Partners
Oregon
$25M -$1.06M 7 4.45% Reduced
740
SSA
South Street Advisors
New York
$24.9M +$7.06M 2 4.37% Increased
741
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$24.9M +$457K 5 0.87% Increased
742
LIM
Leavell Investment Management
Alabama
$24.9M -$1.31M 7 1.66% Reduced
743
Boston Financial Management
Boston Financial Management
Massachusetts
$24.8M +$617K 4 0.9% Increased
744
Ossiam
Ossiam
France
$24.8M -$2.45M 8 0.65% Reduced
745
First National Trust
First National Trust
Pennsylvania
$24.8M +$9.63M 4 1.3% Increased
746
Jefferies Group
Jefferies Group
New York
$24.7M -$10.2M 6 0.15% Reduced
747
G
GenTrust
Florida
$24.7M +$5.6M 1 1.93% Increased
748
CAM
Cozad Asset Management
Illinois
$24.7M -$2.26M 6 3.49% Reduced
749
WAM
Winslow Asset Management
Ohio
$24.6M -$322K 3 4.34% Reduced
750
Nomura Holdings
Nomura Holdings
Japan
$24.6M -$32.8M 13 0.06% Reduced