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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
Samlyn Capital
Samlyn Capital
New York
$28.1M +$23.2M 1 0.56% New
827
CWA Asset Management Group
CWA Asset Management Group
Florida
$28M +$13.7M 4 1.92% Increased
828
Busey Bank
Busey Bank
Illinois
$27.9M -$1.3M 4 1.07% Reduced
829
Old National Bancorp
Old National Bancorp
Indiana
$27.9M -$979K 9 0.73% Reduced
830
PA
PFW Advisors
Georgia
$27.8M -$22.1K 2 8.87% Reduced
831
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$27.6M -$36.4M 4 0.31% Reduced
832
MAM
Montanaro Asset Management
United Kingdom
$27.5M -$5.51M 1 5.18% Reduced
833
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$27.5M -$299K 5 1.24% Reduced
834
MC
MIG Capital
California
$27.5M +$23.6M 1 3.84% New
835
Perigon Wealth Management
Perigon Wealth Management
California
$27.5M +$618K 12 0.9% Increased
836
BPIM
Brant Point Investment Management
New York
$27.5M +$1.26M 4 2.23% Increased
837
Tower Bridge Advisors
Tower Bridge Advisors
Pennsylvania
$27.5M -$344K 4 2.36% Reduced
838
Aequim Alternative Investments
Aequim Alternative Investments
California
$27.5M +$13.7M 1 1.09% Increased
839
Mark Asset Management
Mark Asset Management
New York
$27.4M -$155K 1 3.59% Reduced
840
Boothbay Fund Management
Boothbay Fund Management
New York
$27.4M -$6.88M 15 0.7% Reduced
841
Central Trust Company
Central Trust Company
Missouri
$27.3M +$2.52M 18 0.73% Increased
842
Waters Parkerson & Co
Waters Parkerson & Co
Louisiana
$27.3M +$2.72M 3 1.51% Increased
843
CapitalatWork SA
CapitalatWork SA
$27.2M +$25.7M 1 0.99% New
844
LMCG Investments
LMCG Investments
Massachusetts
$27.2M +$125K 4 1.69% Increased
845
Banque Cantonale Vaudoise
Banque Cantonale Vaudoise
Switzerland
$27.2M -$1.9M 15 1.18% Reduced
846
QM
QVIDTVM Management
Texas
$27.2M -$2.71M 1 22.9% Reduced
847
1C
1060 Capital
Colorado
$27.2M +$15.9M 4 76.56% Increased
848
Weiss Asset Management
Weiss Asset Management
Massachusetts
$27.2M -$19.8M 3 1.3% Reduced
849
Ausdal Financial Partners
Ausdal Financial Partners
Iowa
$27M +$286K 3 3.34% Increased
850
NewEdge Wealth
NewEdge Wealth
Pennsylvania
$27M -$615K 5 0.69% Reduced