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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
Waverly Advisors
Waverly Advisors
Alabama
$54.6M +$724K 19 0.54% Increased
752
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
$54.5M +$15.8M 14 0.83% Increased
753
PWA
Prairie Wealth Advisors
Nebraska
$54.4M -$4.93K 2 22.32% Reduced
754
SCI
S&CO Inc
Massachusetts
$53.9M -$2.22M 2 3.3% Reduced
755
Emerald Advisers
Emerald Advisers
Pennsylvania
$53.8M +$27.7M 5 1.72% Increased
756
Rakuten Investment Management
Rakuten Investment Management
Japan
$53.6M +$151M 10 0.19% New
757
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$53.5M -$3.19M 1 0.97% Reduced
758
Citizens Financial Group
Citizens Financial Group
Rhode Island
$53.4M +$1.66M 13 0.73% Increased
759
New Age Alpha Advisors
New Age Alpha Advisors
New York
$53.3M -$9.2M 18 2.23% Reduced
760
Visionary Wealth Advisors
Visionary Wealth Advisors
Illinois
$53.2M +$565K 7 2.48% Increased
761
KCM
Kingdon Capital Management
New York
$53M -$10M 5 6.58% Reduced
762
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$52.9M +$4.51M 18 0.6% Increased
763
MIM
Montgomery Investment Management
Maryland
$52.9M -$11K 5 18.6% Reduced
764
Varenne Capital Partners
Varenne Capital Partners
France
$52.6M -$2.93M 1 9.98% Reduced
765
Adell Harriman & Carpenter
Adell Harriman & Carpenter
Texas
$52.4M +$214K 4 3.19% Increased
766
RIG
Renaissance Investment Group
Massachusetts
$52.2M -$2.12M 5 10.57% Reduced
767
Managed Asset Portfolios
Managed Asset Portfolios
Michigan
$52.2M +$469K 2 6.46% Increased
768
John G. Ullman & Associates
John G. Ullman & Associates
New York
$52M -$3.65M 10 7% Reduced
769
Shelton Capital Management
Shelton Capital Management
Colorado
$51.9M +$1.27M 22 1.11% Increased
770
Comgest Global Investors
Comgest Global Investors
France
$51.9M +$2.27M 1 0.92% Increased
771
Capital Asset Advisory Services
Capital Asset Advisory Services
Michigan
$51.8M +$7.94M 5 2.24% Increased
772
Atika Capital Management
Atika Capital Management
New York
$51.6M -$4.19M 2 4.15% Reduced
773
Ossiam
Ossiam
France
$51.5M +$30.1M 17 0.66% Increased
774
Encompass Capital Advisors
Encompass Capital Advisors
New York
$51.5M -$211M 1 1.81% Reduced
775
CapitalatWork SA
CapitalatWork SA
$51.5M +$1.12M 2 1.5% Increased