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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
776
EAM
Exane Asset Management
France
$9.5M +$9.6M 2 5.77% New
777
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$9.45M -$988K 13 0.64% Reduced
778
Ninety One (UK)
Ninety One (UK)
United Kingdom
$9.28M +$2.62M 4 0.05% Increased
779
Meeder Asset Management
Meeder Asset Management
Ohio
$9.25M -$9.6M 13 0.84% Reduced
780
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$9.24M -$4.22M 1 1.04% Reduced
781
SVB Wealth
SVB Wealth
Massachusetts
$9.23M -$1.06M 7 0.36% Reduced
782
TI
Trigran Investments
Illinois
$9.21M -$356K 1 2.68% Reduced
783
Beacon Financial Group
Beacon Financial Group
Texas
$9.18M +$8.84M 2 2.11% Increased
784
BCM
Beddow Capital Management
Wyoming
$9.17M -$26.5K 2 4.04% Reduced
785
LKIM
Lawson Kroeker Investment Management
Nebraska
$9.16M -$1.19M 2 3.16% Reduced
786
AA
Antipodean Advisors
New York
$9.15M +$9.32M 1 1.33% New
787
PDT Partners
PDT Partners
New York
$9.11M -$42.2M 5 1.25% Reduced
788
LCP
Longbow Capital Partners
New York
$9.09M +$8.97M 3 17.91% New
789
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$9.05M +$7.59M 2 0.24% Increased
790
HCM
Hutchinson Capital Management
California
$9.04M +$94K 2 2.84% Increased
791
Leavell Investment Management
Leavell Investment Management
Alabama
$9.03M +$25.1K 7 1.32% Increased
792
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$9M -$4.38M 6 1.66% Reduced
793
QCI Asset Management
QCI Asset Management
New York
$8.99M +$510K 4 1.39% Increased
794
Punch & Associates Investment Management
Punch & Associates Investment Management
Minnesota
$8.98M +$811K 2 1.09% Increased
795
B. Riley Wealth Advisors
B. Riley Wealth Advisors
Florida
$8.98M +$2.71M 4 1.82% Increased
796
Matrix Asset Advisors
Matrix Asset Advisors
New York
$8.94M -$5.98M 1 1.72% Reduced
797
TWI
Thomas White International
Illinois
$8.87M -$55.8K 5 1.25% Reduced
798
CCMIC
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$8.87M -$745K 1 1.11% Reduced
799
WesBanco Bank
WesBanco Bank
West Virginia
$8.86M -$2.38M 5 0.52% Reduced
800
Miller Howard Investments
Miller Howard Investments
New York
$8.85M -$1.92M 1 0.16% Reduced