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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
Cambiar Investors
Cambiar Investors
Colorado
$61.6M -$4.97M 3 2.75% Reduced
727
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$61.6M -$342K 8 2.01% Reduced
728
Prudential plc
Prudential plc
United Kingdom
$61.3M +$13.3M 16 0.49% Increased
729
FIB
First Interstate Bank
Montana
$61.3M +$729K 5 3.29% Increased
730
CM
Cercano Management
Washington
$61.3M +$6.29M 5 2.32% Increased
731
RIM
Ranger Investment Management
Texas
$61M +$3.69M 3 4.18% Increased
732
NIM
Northeast Investment Management
Massachusetts
$60.9M +$5.59M 5 2.38% Increased
733
SCI
S&CO Inc
Massachusetts
$60.8M -$3.71M 2 3.78% Reduced
734
CC
Clearline Capital
New York
$60.7M +$19.3M 3 3% Increased
735
Capital International Sarl
Capital International Sarl
California
$60.6M +$25M 6 0.97% Increased
736
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$60.2M -$2.08M 9 0.35% Reduced
737
Laird Norton Wetherby Trust Company
Laird Norton Wetherby Trust Company
Washington
$59.9M +$57.1M 22 1.25% Increased
738
AFCM
Applied Finance Capital Management
Puerto Rico
$59.6M -$5.48M 7 4.27% Reduced
739
TCM
Thames Capital Management
New Jersey
$59.1M +$21.6M 4 8.6% Increased
740
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$58.5M -$9.01M 1 0.23% Reduced
741
Summit Trail Advisors
Summit Trail Advisors
New York
$58.5M +$717K 23 1.01% Increased
742
Vinva Investment Management
Vinva Investment Management
Australia
$58.1M +$1.95M 7 0.72% Increased
743
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$57.9M +$2.09M 20 0.64% Increased
744
Busey Bank
Busey Bank
Illinois
$57.8M -$1.48M 4 1.52% Reduced
745
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$57.7M -$1.95M 61 1.76% Reduced
746
CA
Callahan Advisors
Texas
$57.7M -$2.87M 4 4.74% Reduced
747
SCM
SIR Capital Management
New York
$57.7M +$10.3M 6 6.38% Increased
748
Generali Asset Management
Generali Asset Management
Italy
$57.7M +$2.07M 12 1.18% Increased
749
ECM
Engle Capital Management
Connecticut
$57.5M +$39.1M 5 22.18% Increased
750
LBP AM
LBP AM
France
$57M -$4.6M 13 0.66% Reduced