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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
751
VWA
Visionary Wealth Advisors
Illinois
$80M -$3.52M 8 3.16% Reduced
752
SC
Steginsky Capital
New York
$79.9M +$6.05M 1 11.99% Increased
753
Sapient Capital
Sapient Capital
Indiana
$79.9M -$4.87M 6 1.05% Reduced
754
LWM
Lyell Wealth Management
California
$79.9M -$265K 3 4.9% Reduced
755
NCM
Narwhal Capital Management
Georgia
$79.3M +$1.74M 6 5.48% Increased
756
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$79.3M -$890K 12 1.85% Reduced
757
Cambiar Investors
Cambiar Investors
Colorado
$79.3M -$172K 4 3.44% Reduced
758
ACM
ADW Capital Management
Florida
$78.9M +$7.56M 2 16.91% Increased
759
SCM
Suvretta Capital Management
New York
$78.4M +$25M 2 1.43% Increased
760
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$78.3M -$1.95M 62 2.09% Reduced
761
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$78.3M +$4.54M 13 0.82% Increased
762
AE Wealth Management
AE Wealth Management
Kansas
$78.1M +$28.7M 23 0.36% Increased
763
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$78M -$17.6M 11 1.4% Reduced
764
CISOA
Capital Investment Services of America
Wisconsin
$78M -$4.12M 3 7.64% Reduced
765
Castleark Management
Castleark Management
Illinois
$76.9M -$13.6M 14 2.07% Reduced
766
Hantz Financial Services
Hantz Financial Services
Michigan
$76.9M -$9.88M 42 1.04% Reduced
767
Sculptor Capital
Sculptor Capital
New York
$76.3M +$63.5M 1 0.62% New
768
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$76.2M +$36.6M 6 1.12% Increased
769
CA
Callahan Advisors
Texas
$76M -$4.36M 4 5.73% Reduced
770
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$75.8M -$3.56M 14 1.97% Reduced
771
Covea Finance
Covea Finance
France
$75.5M +$425K 7 2.39% Increased
772
Laird Norton Wetherby Trust Company
Laird Norton Wetherby Trust Company
Washington
$75.5M +$1.66M 24 1.45% Increased
773
Callan Family Office
Callan Family Office
Pennsylvania
$75.5M +$2.4M 29 1.48% Increased
774
OBAM
ODDO BHF Asset Management
France
$75.2M -$7.16M 10 3.48% Reduced
775
AAM
AMI Asset Management
California
$75M -$27.9M 3 4.32% Reduced