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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
AFP
Ausdal Financial Partners
Iowa
$22.2M -$263K 3 3.23% Reduced
777
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$22.2M -$2.25M 4 0.97% Reduced
778
Sit Investment Associates
Sit Investment Associates
Minnesota
$22.1M -$1.78M 11 0.62% Reduced
779
KIA
KCM Investment Advisors
California
$22.1M -$825K 3 0.95% Reduced
780
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$22.1M +$1.29M 6 0.77% Increased
781
NSCM
New South Capital Management
Tennessee
$22.1M -$2.45M 1 1.02% Reduced
782
MIM
Marco Investment Management
Georgia
$22M -$223K 4 2.57% Reduced
783
Fiduciary Trust
Fiduciary Trust
Massachusetts
$21.9M +$8.61K 7 0.43% Increased
784
FTCM
First Trust Capital Management
Illinois
$21.9M $0 1 1.17% Maintained
785
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$21.8M $0 1 1.05% Maintained
786
AAIM
American Assets Investment Management
California
$21.8M $0 3 2.53% Maintained
787
Central Trust Company
Central Trust Company
Missouri
$21.8M +$171K 14 0.67% Increased
788
FWSM
First Wilshire Securities Management
California
$21.8M +$12K 7 7.61% Increased
789
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$21.8M -$347M 8 0.23% Reduced
790
WPC
Waters Parkerson & Co
Louisiana
$21.7M -$16.4K 3 1.31% Reduced
791
TC
TownSquare Capital
Utah
$21.7M +$5.85M 15 0.54% Increased
792
IAN
Integrated Advisors Network
Texas
$21.6M -$1.51M 4 1.39% Reduced
793
Koshinski Asset Management
Koshinski Asset Management
Illinois
$21.6M +$7.77M 9 2.08% Increased
794
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$21.5M -$420K 2 1.41% Reduced
795
QI
QV Investors
Alberta, Canada
$21.5M -$385K 2 2.06% Reduced
796
Hosking Partners
Hosking Partners
United Kingdom
$21.4M +$6.18M 1 0.87% Increased
797
CCPM
Cooper Creek Partners Management
New York
$21.4M -$5.79M 2 1.77% Reduced
798
OCM
Orchard Capital Management
Illinois
$21.4M +$12.3M 3 7.16% Increased
799
PAMG
Patton Albertson Miller Group
Tennessee
$21.3M -$1.82M 5 3.92% Reduced
800
SCM
SG Capital Management
Illinois
$21.3M -$1.27M 5 11.93% Reduced