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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
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$23.5M +$3.16M 31 0.85% Increased
827
Credit Agricole
Credit Agricole
France
$23.5M +$1.85M 11 0.42% Increased
828
TCM
Tributary Capital Management
Nebraska
$23.5M -$11.1M 5 2.1% Reduced
829
KA
Kerrisdale Advisers
Florida
$23.4M -$4.98M 4 6.31% Reduced
830
FWSM
First Wilshire Securities Management
California
$23.4M +$959K 6 8.02% Increased
831
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$23.4M $0 1 0.97% Maintained
832
TAM
Telemark Asset Management
Massachusetts
$23.3M -$11.6M 1 3.16% Reduced
833
Centiva Capital
Centiva Capital
New York
$23.3M +$10.1M 20 0.51% Increased
834
Donald Smith & Co
Donald Smith & Co
New York
$23.2M +$419K 1 0.8% Increased
835
HCM
Harvey Capital Management
Florida
$23.2M -$346K 3 8.53% Reduced
836
CA
Cullinan Associates
Kentucky
$23.1M +$612K 6 1.27% Increased
837
Fiduciary Trust
Fiduciary Trust
Massachusetts
$23.1M +$368K 8 0.41% Increased
838
Welch Group
Welch Group
Alabama
$23.1M +$916K 8 1.33% Increased
839
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
$23.1M +$6.36M 6 0.68% Increased
840
AHC
Adell Harriman & Carpenter
Texas
$23.1M -$27K 4 2.35% Reduced
841
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$23.1M -$7.8M 1 0.12% Reduced
842
AFP
Ausdal Financial Partners
Iowa
$23.1M +$341K 3 3.14% Increased
843
TCG
Tremblant Capital Group
Florida
$23M -$1.54M 1 2.23% Reduced
844
CSPIA
Cary Street Partners Investment Advisory
Virginia
$23M +$1.88M 21 1.48% Increased
845
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$23M +$3.71M 8 0.63% Increased
846
Veritable
Veritable
Delaware
$22.8M -$558K 11 0.35% Reduced
847
Central Trust Company
Central Trust Company
Missouri
$22.8M +$517K 15 0.64% Increased
848
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$22.8M +$3.62M 14 0.39% Increased
849
AAP
Ardsley Advisory Partners
Connecticut
$22.8M +$7.42M 5 3.86% Increased
850
Barings
Barings
North Carolina
$22.5M -$3.29M 4 0.76% Reduced