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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
826
Trexquant Investment
Trexquant Investment
Connecticut
$10.7M +$278K 15 0.69% Increased
827
DIGDR
Dynamo Internacional Gestao de Recursos
Brazil
$10.7M -$334K 1 0.76% Reduced
828
YCMGA
York Capital Management Global Advisors
New York
$10.7M +$9.72M 1 0.6% New
829
DP
Dearborn Partners
Illinois
$10.6M +$392K 2 0.53% Increased
830
ACM
Atika Capital Management
New York
$10.6M +$2.6M 1 0.87% Increased
831
TW
Transform Wealth
Colorado
$10.6M +$9.51M 3 1.71% Increased
832
Busey Bank
Busey Bank
Illinois
$10.6M -$299K 5 0.67% Reduced
833
BCM
BTR Capital Management
California
$10.6M +$70.4K 2 1.87% Increased
834
DAM
Delta Asset Management
Tennessee
$10.5M -$14K 9 1.26% Reduced
835
CK
Cohen Klingenstein
New York
$10.5M $0 3 0.59% Maintained
836
Rafferty Asset Management
Rafferty Asset Management
New York
$10.5M +$3.56M 7 0.13% Increased
837
RIA
RPG Investment Advisory
California
$10.5M -$1.29M 3 2.57% Reduced
838
CANC
Culbertson A N & Co
Virginia
$10.4M -$64.8K 2 2.76% Reduced
839
QS Investors
QS Investors
New York
$10.4M -$23.1M 22 0.14% Reduced
840
Caption Management
Caption Management
Oklahoma
$10.4M +$8.09M 5 0.24% Increased
841
SCM
Sirios Capital Management
Massachusetts
$10.4M -$4.01M 2 0.85% Reduced
842
TCM
Tufton Capital Management
Maryland
$10.4M -$187K 2 2.15% Reduced
843
MC
Muhlenkamp & Co
Pennsylvania
$10.4M +$3.24M 2 5.37% Increased
844
WhitTier Trust Company
WhitTier Trust Company
Nevada
$10.4M +$87.2K 10 0.6% Increased
845
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$10.3M -$8.43M 3 0.69% Reduced
846
MCM
Matarin Capital Management
New York
$10.3M -$694K 5 2.16% Reduced
847
B
Brightworth
Georgia
$10.2M +$561K 2 1.14% Increased
848
MIM
Marco Investment Management
Georgia
$10.2M +$156K 3 1.67% Increased
849
NewEdge Advisors
NewEdge Advisors
Louisiana
$10.2M +$328K 6 0.35% Increased
850
AIP
ARS Investment Partners
New York
$10.1M +$9.31M 1 1.59% New