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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
$25.1M -$123K 32 0.93% Reduced
827
Dodge & Cox
Dodge & Cox
California
$25.1M +$3.89M 5 0.02% Increased
828
NCGI
Next Century Growth Investors
Minnesota
$24.9M -$606K 2 2.71% Reduced
829
PA
PFW Advisors
Georgia
$24.8M $0 2 8.74% Maintained
830
TCM
Tributary Capital Management
Nebraska
$24.7M +$724K 5 2.34% Increased
831
BBCM
Broad Bay Capital Management
New York
$24.7M -$9.67M 1 3.71% Reduced
832
AFP
Ausdal Financial Partners
Iowa
$24.6M +$66.2K 3 3.39% Increased
833
MAMU
Marathon Asset Management (UK)
United Kingdom
$24.6M -$1.27M 1 0.76% Reduced
834
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers
Washington
$24.6M +$571K 4 0.84% Increased
835
Perigon Wealth Management
Perigon Wealth Management
California
$24.5M -$334K 11 0.99% Reduced
836
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$24.5M $0 2 0.32% Maintained
837
Fiduciary Trust
Fiduciary Trust
Massachusetts
$24.5M +$105K 8 0.45% Increased
838
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$24.5M -$4.16M 1 0.48% Reduced
839
Jefferies Financial Group
Jefferies Financial Group
New York
$24.4M -$12.4M 11 0.22% Reduced
840
MRCM
Mill Road Capital Management
Connecticut
$24.4M +$4.24M 2 12.82% Increased
841
STB
S&T Bank
Pennsylvania
$24.3M -$1.26M 2 4.69% Reduced
842
TA
Teton Advisors
New York
$24.3M -$10.4K 7 7.53% Reduced
843
CSPIA
Cary Street Partners Investment Advisory
Virginia
$24.3M +$1.36M 22 1.3% Increased
844
AWCI
Alpine Woods Capital Investors
New York
$24.2M +$3.55M 6 3.9% Increased
845
GCP
GSA Capital Partners
United Kingdom
$24M +$10.3M 21 2.05% Increased
846
HCM
Harvey Capital Management
Florida
$23.9M +$2.29M 5 8.41% Increased
847
NewEdge Wealth
NewEdge Wealth
Pennsylvania
$23.9M +$3.35M 6 0.76% Increased
848
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$23.9M -$5.68M 2 1.17% Reduced
849
EWA
Evolution Wealth Advisors
Florida
$23.9M +$57.2K 2 5.33% Increased
850
LI
LMCG Investments
Massachusetts
$23.8M -$375K 4 1.61% Reduced