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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
STB
S&T Bank
Pennsylvania
$26.6M -$1.61M 2 4.79% Reduced
777
Busey Bank
Busey Bank
Illinois
$26.5M -$630K 4 1.08% Reduced
778
NPA
Nichols & Pratt Advisers
Massachusetts
$26.5M -$100K 2 1.93% Reduced
779
CM
Crestline Management
Texas
$26.2M -$4.99M 4 2.73% Reduced
780
Achmea Investment Management
Achmea Investment Management
Netherlands
$26.1M +$7.1M 8 0.55% Increased
781
HA
Heartland Advisors
Wisconsin
$26.1M +$3.18M 3 1.5% Increased
782
Pathstone Family Office
Pathstone Family Office
New Jersey
$26.1M -$143K 22 0.37% Reduced
783
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$26.1M +$397K 3 0.42% Increased
784
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$25.9M -$8.93M 9 0.54% Reduced
785
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$25.8M -$1.41M 9 0.42% Reduced
786
TBA
Tower Bridge Advisors
Pennsylvania
$25.8M -$2.22M 4 2.36% Reduced
787
PFC
Poplar Forest Capital
California
$25.8M +$9.4M 2 3.37% Increased
788
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$25.6M +$8.52M 8 0.58% Increased
789
MAM
Mark Asset Management
New York
$25.6M -$57.6K 1 4.14% Reduced
790
FWC
First Washington Corp
Washington
$25.6M $0 4 11.2% Maintained
791
RIM
Reliant Investment Management
Tennessee
$25.5M -$250K 6 14.7% Reduced
792
WesBanco Bank
WesBanco Bank
West Virginia
$25.4M +$886K 9 1.07% Increased
793
Atlas FRM
Atlas FRM
Connecticut
$25.4M +$8.62M 1 4.86% Increased
794
Perigon Wealth Management
Perigon Wealth Management
California
$25.4M +$11.8M 11 1% Increased
795
MP
Mangrove Partners
Connecticut
$25.3M $0 1 1.75% Maintained
796
BCV
Banque Cantonale Vaudoise
Switzerland
$25.2M +$741K 17 1.18% Increased
797
Quantbot Technologies
Quantbot Technologies
New York
$25.2M -$340K 29 1.65% Reduced
798
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$25.2M -$19.9M 8 0.1% Reduced
799
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$25.1M +$11.7M 2 0.32% Increased
800
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$24.8M +$87.3K 8 1.09% Increased