← All themes

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
776
Arkadios Wealth Advisors
Arkadios Wealth Advisors
Georgia
$74.8M -$3.08M 25 1.13% Reduced
777
IMC Chicago
IMC Chicago
Illinois
$74.6M +$39.8M 25 0.02% Increased
778
LDB
Lee, Danner & Bass
Tennessee
$74.4M -$2.43M 4 4.29% Reduced
779
Chicago Capital
Chicago Capital
Illinois
$74.3M +$3.4M 9 1.79% Increased
780
HC
Hillman Company
Pennsylvania
$74.1M -$5.27M 2 26.21% Reduced
781
CAM
Cacti Asset Management
Georgia
$74M $0 1 3.71% Maintained
782
MIM
Montgomery Investment Management
Maryland
$73.3M -$77.3K 6 22.26% Reduced
783
Diversified Trust
Diversified Trust
Tennessee
$73.2M +$11.3M 27 1.17% Increased
784
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$72.5M +$9.95M 3 2.88% Increased
785
EIP
Easterly Investment Partners
Massachusetts
$72.4M +$28.9M 4 3.68% Increased
786
AC
AltraVue Capital
Washington
$72.2M -$14.2M 1 5.21% Reduced
787
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$72.1M +$54M 3 0.77% Increased
788
Caisse Des Depots Et Consignations
Caisse Des Depots Et Consignations
France
$72.1M +$3.58M 8 1.22% Increased
789
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$71.8M -$193K 18 1.78% Reduced
790
Welch Group
Welch Group
Alabama
$71.6M -$230K 9 2.45% Reduced
791
Lighthouse Investment Partners
Lighthouse Investment Partners
Florida
$71.5M +$19M 9 1.95% Increased
792
BW Gestao de Investimentos
BW Gestao de Investimentos
Brazil
$71.2M +$17.3M 11 1.41% Increased
793
CC
Clearline Capital
New York
$71.2M +$9.66M 3 4.25% Increased
794
CAAS
Capital Asset Advisory Services
Michigan
$71M +$2.38M 5 2.57% Increased
795
Spire Wealth Management
Spire Wealth Management
Virginia
$70.9M -$133K 30 2.14% Reduced
796
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$70.9M +$8.86M 8 0.91% Increased
797
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$70.8M -$272K 25 0.83% Reduced
798
Apollon Wealth Management
Apollon Wealth Management
South Carolina
$70.8M +$6.48M 18 0.86% Increased
799
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$70.6M +$26.7M 3 1.04% Increased
800
Hancock Whitney
Hancock Whitney
Mississippi
$70.4M -$3.72M 12 1.17% Reduced