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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
Granahan Investment Management
Granahan Investment Management
Massachusetts
$41M +$2.17M 6 1.61% Increased
752
Weiss Asset Management
Weiss Asset Management
Massachusetts
$40.9M +$153K 10 0.89% Increased
753
Gradient Investments
Gradient Investments
Minnesota
$40.8M +$3.24M 4 0.85% Increased
754
VWA
Visionary Wealth Advisors
Illinois
$40.7M -$698K 4 2.48% Reduced
755
MAWA
Moss Adams Wealth Advisors
Washington
$40.7M +$1.21M 3 4.46% Increased
756
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$40.5M +$28M 17 0.59% Increased
757
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$40.4M -$2.08M 14 1.39% Reduced
758
Coatue Management
Coatue Management
New York
$40.2M +$2.86M 1 0.15% Increased
759
CIC
Cutler Investment Counsel
Oregon
$40.2M -$1.11M 2 5.07% Reduced
760
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$40.2M -$5.67M 15 1.32% Reduced
761
Atria Wealth Solutions
Atria Wealth Solutions
New York
$40.1M -$12.9M 14 0.44% Reduced
762
PCM
Portolan Capital Management
Massachusetts
$40M +$15.4M 5 2.9% Increased
763
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$40M +$1.14M 11 0.8% Increased
764
AT
Avalon Trust
New Mexico
$39.9M -$381K 5 2.95% Reduced
765
Graham Capital Management
Graham Capital Management
Connecticut
$39.9M +$672K 22 0.69% Increased
766
MIM
Marco Investment Management
Georgia
$39.8M +$215K 7 3.43% Increased
767
PAMG
Patton Albertson Miller Group
Tennessee
$39.7M -$2.32M 6 5.4% Reduced
768
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$39.4M +$2.34M 6 0.84% Increased
769
Busey Bank
Busey Bank
Illinois
$39.1M -$537K 5 1.28% Reduced
770
PGGM Investments
PGGM Investments
Netherlands
$39M -$24.9M 6 0.5% Reduced
771
IAN
Integrated Advisors Network
Texas
$38.9M +$311K 6 1.84% Increased
772
HB Wealth Management
HB Wealth Management
Georgia
$38.9M +$3.98M 15 0.42% Increased
773
MAI Capital Management
MAI Capital Management
Ohio
$38.8M -$5.93M 13 0.37% Reduced
774
PIC
PCJ Investment Counsel
Ontario, Canada
$38.8M +$19.9M 3 12.28% Increased
775
TCM
Tributary Capital Management
Nebraska
$38.7M +$1.21M 6 3.01% Increased