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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
BCV
Banque Cantonale Vaudoise
Switzerland
$26M +$926K 18 1.3% Increased
802
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$26M +$4.18M 15 0.46% Increased
803
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$26M +$241K 5 1.25% Increased
804
RBF Capital
RBF Capital
California
$25.9M +$458K 9 1.7% Increased
805
JPWM
Jamison Private Wealth Management
Georgia
$25.9M +$27.1M 7 5.35% New
806
WPC
Waters Parkerson & Co
Louisiana
$25.8M +$489K 3 1.54% Increased
807
FC
FORA Capital
Florida
$25.7M +$24.5M 11 2.26% Increased
808
LIM
Leavell Investment Management
Alabama
$25.7M +$403K 7 1.8% Increased
809
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$25.7M -$327K 7 1.16% Reduced
810
MAM
Meeder Asset Management
Ohio
$25.6M +$21.7M 15 2.02% Increased
811
NB
NBT Bank
New York
$25.6M +$13.4M 6 2.46% Increased
812
MAM
Montanaro Asset Management
United Kingdom
$25.6M -$9.43M 1 4.5% Reduced
813
ACM
Atika Capital Management
New York
$25.6M +$11.6M 2 3.36% Increased
814
PR
Payden & Rygel
California
$25.5M +$15.5M 2 1.74% Increased
815
PRIG
Payden & Rygel Investment Group
California
$25.5M +$26.6M 2 1.74% New
816
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$25.5M +$5.64M 3 1.79% Increased
817
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$25.4M +$488K 10 0.55% Increased
818
Advisor Partners II
Advisor Partners II
California
$25.4M +$3.53M 20 1.02% Increased
819
IAN
Integrated Advisors Network
Texas
$25.4M -$23.8K 4 1.55% Reduced
820
Woodline Partners
Woodline Partners
California
$25.4M -$1.35M 3 0.3% Reduced
821
Donald Smith & Co
Donald Smith & Co
New York
$25.4M -$74.6K 1 0.87% Reduced
822
BAM
Berkshire Asset Management
Pennsylvania
$25.3M -$75.9K 5 1.58% Reduced
823
QM
QVIDTVM Management
Texas
$25.3M -$2.52M 1 19.67% Reduced
824
SW
SVB Wealth
Massachusetts
$25.3M -$4.35M 8 0.56% Reduced
825
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$25.3M -$1.41M 4 0.75% Reduced