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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
RNC Capital Management
RNC Capital Management
California
$29.6M +$1.2M 2 1.77% Increased
802
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management
California
$29.6M -$921K 16 1.54% Reduced
803
CCIA
Campbell & Co Investment Adviser
Maryland
$29.3M -$7.64M 28 2.64% Reduced
804
AssetMark Inc
AssetMark Inc
California
$29.3M +$2.92M 29 0.11% Increased
805
Gradient Investments
Gradient Investments
Minnesota
$29.3M +$9.96M 22 0.71% Increased
806
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$29.2M -$27.5M 5 0.7% Reduced
807
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$29.2M -$9.85K 1 0.53% Reduced
808
MCP
Maso Capital Partners
Hong Kong
$29.1M +$1.12M 1 25.18% Increased
809
HCM
Harvey Capital Management
Florida
$29.1M -$273K 5 9.67% Reduced
810
Sapient Capital
Sapient Capital
Indiana
$29M +$26.5M 3 0.75% New
811
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$28.9M -$1.07M 8 1.08% Reduced
812
RHJA
Rice Hall James & Associates
California
$28.8M -$3.35M 8 1.67% Reduced
813
RBF Capital
RBF Capital
California
$28.7M -$698K 9 1.74% Reduced
814
AWCI
Alpine Woods Capital Investors
New York
$28.7M +$1.53M 7 4.29% Increased
815
BAM
Berkshire Asset Management
Pennsylvania
$28.7M +$1.65M 5 1.64% Increased
816
Credit Agricole
Credit Agricole
France
$28.6M -$4.42M 16 0.33% Reduced
817
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$28.6M -$9.33M 6 0.08% Reduced
818
JPWM
Jamison Private Wealth Management
Georgia
$28.6M -$118K 6 5.35% Reduced
819
Dodge & Cox
Dodge & Cox
California
$28.6M +$779K 5 0.02% Increased
820
AWM
Absher Wealth Management
North Carolina
$28.5M +$3.97M 1 4.29% Increased
821
Prime Capital Investment Advisors
Prime Capital Investment Advisors
Kansas
$28.5M +$6.81K 11 0.43% Increased
822
SC
Sagefield Capital
Texas
$28.4M +$7.46M 4 3.68% Increased
823
NPA
Nichols & Pratt Advisers
Massachusetts
$28.4M -$2.56M 2 2.02% Reduced
824
ACM
Azarias Capital Management
Pennsylvania
$28.4M +$2.11M 3 12.63% Increased
825
RAM
Riggs Asset Management
Pennsylvania
$28.2M +$2.78M 7 8.96% Increased