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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
VWA
Visionary Wealth Advisors
Illinois
$30.8M -$756K 4 2.5% Reduced
727
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$30.4M -$465K 3 1.37% Reduced
728
CCS
Concentric Capital Strategies
Connecticut
$30.3M -$1.72M 9 3.13% Reduced
729
JCM
JS Capital Management
New York
$30.2M +$10.9M 1 4.12% Increased
730
Credit Agricole
Credit Agricole
France
$30.2M +$9.74M 14 0.49% Increased
731
PS
Portfolio Strategies
New York
$30.1M +$72K 1 5.79% Increased
732
Quantbot Technologies
Quantbot Technologies
New York
$30M +$7.4M 32 2.02% Increased
733
SCA
Snowden Capital Advisors
New York
$29.9M -$671K 14 1.27% Reduced
734
USAA
United Services Automobile Association
Texas
$29.9M +$23M 4 0.75% Increased
735
Synovus Financial
Synovus Financial
Georgia
$29.8M -$166K 11 0.34% Reduced
736
OQS
Occudo Quantitative Strategies
Florida
$29.8M +$5.04M 31 3.85% Increased
737
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$29.8M -$417K 3 1.15% Reduced
738
Comgest Global Investors
Comgest Global Investors
France
$29.7M +$6.29M 1 0.51% Increased
739
AAM
Ardevora Asset Management
United Kingdom
$29.7M -$9.3M 2 1.46% Reduced
740
ELC
Edgar Lomax Company
Virginia
$29.6M -$519K 1 2.02% Reduced
741
Evergreen Capital Management
Evergreen Capital Management
Washington
$29.5M +$9.69M 13 1.29% Increased
742
FDS
First Dallas Securities
Texas
$29.3M +$24.7M 9 6.72% Increased
743
LCM
Legato Capital Management
California
$29.3M -$3.37M 19 4.24% Reduced
744
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$29.2M -$10.3M 13 0.67% Reduced
745
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$29.2M -$7.22M 1 0.28% Reduced
746
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$29.1M -$2.94M 7 1.49% Reduced
747
EGI
EAM Global Investors
California
$29M -$1.57M 7 7.85% Reduced
748
LDB
Lee, Danner & Bass
Tennessee
$29M -$1M 3 2.63% Reduced
749
HCMG
Howard Capital Management Group
California
$28.9M -$147K 2 2.79% Reduced
750
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$28.9M -$96K 20 0.78% Reduced