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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
851
SRS Investment Management
SRS Investment Management
New York
$10.1M +$9.78M 1 0.19% New
852
Ossiam
Ossiam
France
$10.1M +$3.6M 7 0.42% Increased
853
TBC
Tweedy, Browne Co
Connecticut
$10.1M -$254K 1 0.39% Reduced
854
GPC
Glen Point Capital
United Kingdom
$10.1M +$9.5M 1 2.81% New
855
RegentAtlantic Capital
RegentAtlantic Capital
New Jersey
$10M +$731K 6 0.45% Increased
856
PFM
Parsec Financial Management
North Carolina
$9.94M +$591K 3 0.61% Increased
857
AIM
Aigen Investment Management
New York
$9.91M -$2.15M 16 1.26% Reduced
858
Advisory Services Network
Advisory Services Network
Georgia
$9.86M +$1.33M 33 0.46% Increased
859
Central Trust Company
Central Trust Company
Missouri
$9.83M -$3.16M 14 0.44% Reduced
860
WTB
Washington Trust Bank
Washington
$9.8M -$602K 2 1.45% Reduced
861
NSIM
North Star Investment Management
Illinois
$9.8M +$73.7K 12 1.16% Increased
862
T
TOBAM
France
$9.76M +$6.78M 7 0.49% Increased
863
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$9.74M -$146K 35 0.08% Reduced
864
DTL
Dynamic Technology Lab
Singapore
$9.71M -$5.82M 16 1.56% Reduced
865
IMOV
Investment Management of Virginia
Virginia
$9.67M -$313K 2 2.41% Reduced
866
First Allied Advisory Services
First Allied Advisory Services
California
$9.67M +$518K 8 0.32% Increased
867
FPFS
First Personal Financial Services
North Carolina
$9.64M -$227K 4 3.07% Reduced
868
AIM
AIA Investment Management
Singapore
$9.62M +$1.06M 4 2.2% Increased
869
CPA
Court Place Advisors
Maryland
$9.59M -$181K 4 3.58% Reduced
870
RIM
Redwood Investment Management
Arizona
$9.55M +$6.02M 6 2.37% Increased
871
RCMC
RK Capital Management (Colorado)
Colorado
$9.52M +$2.15M 2 2.7% Increased
872
AI
Atom Investors
Texas
$9.48M -$9.37M 6 0.9% Reduced
873
HPIA
Hamilton Point Investment Advisors
North Carolina
$9.48M +$134K 2 3.34% Increased
874
Saturna Capital
Saturna Capital
Washington
$9.48M $0 1 0.24% Maintained
875
WAM
World Asset Management
Michigan
$9.48M -$170K 14 0.99% Reduced