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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
HCA
Harbor Capital Advisors
Illinois
$35.7M +$16.5M 20 2.72% Increased
777
AT
Avalon Trust
New Mexico
$35.5M +$20.4K 5 2.81% Increased
778
Curi RMB Capital
Curi RMB Capital
Illinois
$35.5M -$349K 7 0.85% Reduced
779
MAWA
Moss Adams Wealth Advisors
Washington
$35.4M +$3.18M 3 4.89% Increased
780
VWA
Visionary Wealth Advisors
Illinois
$35.4M -$334K 4 2.32% Reduced
781
Confluence Investment Management
Confluence Investment Management
Missouri
$35.4M +$16.8M 1 0.51% Increased
782
RIA
RPG Investment Advisory
California
$35.3M -$2.49M 2 5.22% Reduced
783
Boothbay Fund Management
Boothbay Fund Management
New York
$35.2M +$2.05M 17 0.83% Increased
784
HCMG
Howard Capital Management Group
California
$35.2M -$174K 2 2.59% Reduced
785
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$35M -$55.3K 8 1.56% Reduced
786
TPM
Triasima Portfolio Management
Quebec, Canada
$34.9M -$7.3M 7 3.2% Reduced
787
Inspire Investing
Inspire Investing
Idaho
$34.9M -$4.73M 18 4.03% Reduced
788
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$34.8M +$778K 9 0.74% Increased
789
Mizuho Securities USA
Mizuho Securities USA
New York
$34.8M +$36.2M 8 0.77% New
790
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
$34.8M +$16.4M 1 4.1% Increased
791
LCM
Legato Capital Management
California
$34.6M +$778K 23 4.67% Increased
792
SAM
Securian Asset Management
Minnesota
$34.5M -$1.41M 21 1.01% Reduced
793
TCM
Tyro Capital Management
Florida
$34.4M +$1.62M 2 15.59% Increased
794
EI
EAM Investors
California
$34.2M -$12.6M 12 5.56% Reduced
795
Busey Bank
Busey Bank
Illinois
$34.1M +$3.19M 5 1.17% Increased
796
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$34M -$914K 8 0.99% Reduced
797
GIM
Grassi Investment Management
California
$34M -$320K 2 3.02% Reduced
798
Granahan Investment Management
Granahan Investment Management
Massachusetts
$34M +$18M 7 1.36% Increased
799
CAM
ClariVest Asset Management
California
$34M -$4.53M 26 3.46% Reduced
800
MIM
Marco Investment Management
Georgia
$33.9M +$491K 7 3.13% Increased