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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
801
EWA
Evolution Wealth Advisors
Florida
$21.3M -$247K 1 5.37% Reduced
802
Graham Capital Management
Graham Capital Management
Connecticut
$21.2M +$2.68M 19 0.64% Increased
803
JC
Jacobs & Co
California
$21.2M -$220K 2 2.76% Reduced
804
DGAM
Desjardins Global Asset Management
Quebec, Canada
$21.2M -$13.6M 9 3.34% Reduced
805
PIC
PCJ Investment Counsel
Ontario, Canada
$21.2M +$211K 4 9.2% Increased
806
RIM
Reliant Investment Management
Tennessee
$21.1M -$68.9K 5 12.59% Reduced
807
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$21.1M -$1.08M 8 1.3% Reduced
808
E
Ergoteles
New York
$21M -$17.5M 22 0.77% Reduced
809
Destination Wealth Management
Destination Wealth Management
California
$21M -$55.4K 3 0.83% Reduced
810
Alpha Cubed Investments
Alpha Cubed Investments
California
$20.9M +$1.69M 4 1.58% Increased
811
KTA
Keeley-Teton Advisors
Illinois
$20.9M -$313K 8 2.6% Reduced
812
NPF
Norris Perne & French
Michigan
$20.8M +$270K 1 2.05% Increased
813
IA
Icon Advisers
Colorado
$20.8M -$1.02M 6 5.32% Reduced
814
Veritable
Veritable
Delaware
$20.8M +$1.25M 11 0.36% Increased
815
First National Trust
First National Trust
Pennsylvania
$20.7M -$136K 4 1.1% Reduced
816
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$20.7M -$1.94M 1 0.3% Reduced
817
Capital International Sarl
Capital International Sarl
California
$20.7M +$2.9M 1 1.46% Increased
818
BCV
Banque Cantonale Vaudoise
Switzerland
$20.6M -$2.58M 20 1.08% Reduced
819
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$20.6M -$32M 73 0.85% Reduced
820
SMI
Shelter Mutual Insurance
Missouri
$20.6M $0 2 5.9% Maintained
821
Quantbot Technologies
Quantbot Technologies
New York
$20.5M +$4.09M 34 1.47% Increased
822
DTL
Dynamic Technology Lab
Singapore
$20.5M +$4.93M 15 2.05% Increased
823
MCC
Money Concepts Capital
Florida
$20.5M +$2.94M 35 0.91% Increased
824
NWM
Nicola Wealth Management
British Columbia, Canada
$20.5M $0 1 2.07% Maintained
825
Welch Group
Welch Group
Alabama
$20.4M +$78K 6 1.17% Increased