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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
Fiduciary Trust
Fiduciary Trust
Massachusetts
$30.1M -$1,000K 9 0.45% Reduced
852
Allianz
Allianz
Germany
$30M +$220K 9 0.88% Increased
853
SM
Samjo Management
New York
$29.9M -$463K 2 11.15% Reduced
854
NONA
Ninety One North America
New York
$29.8M +$10.7M 2 1.51% Increased
855
PP
Paloma Partners
Connecticut
$29.8M +$23.2M 16 0.84% Increased
856
Raymond James Trust
Raymond James Trust
Florida
$29.8M +$8.42M 18 0.7% Increased
857
WesBanco Bank
WesBanco Bank
West Virginia
$29.8M -$2.17M 9 1.11% Reduced
858
Sachem Head Capital Management
Sachem Head Capital Management
New York
$29.7M +$28.4M 1 1.48% New
859
Ariel Investments
Ariel Investments
Illinois
$29.7M +$4.72M 1 0.32% Increased
860
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$29.7M +$3.16M 4 0.87% Increased
861
FVCM
F&V Capital Management
Florida
$29.7M +$1.08M 2 8.65% Increased
862
HB Wealth Management
HB Wealth Management
Georgia
$29.5M +$1.29M 13 0.34% Increased
863
TCM
Tran Capital Management
California
$29.4M -$1.06M 1 3.42% Reduced
864
Azimuth Capital Investment Management
Azimuth Capital Investment Management
Michigan
$29.4M -$795K 3 1.2% Reduced
865
Dodge & Cox
Dodge & Cox
California
$29.4M +$104K 5 0.02% Increased
866
Sapient Capital
Sapient Capital
Indiana
$29.4M -$573K 3 0.61% Reduced
867
BNP Paribas
BNP Paribas
France
$29.4M -$7.34M 4 1.48% Reduced
868
GFP
Gryphon Financial Partners
Ohio
$29.2M +$158K 5 4.38% Increased
869
IEFM
IQ EQ Fund Management
Ireland
$29.2M -$264K 11 3.34% Reduced
870
LCI
L1 Capital International
Australia
$29.2M +$3.36M 2 11.69% Increased
871
AWM
Absher Wealth Management
North Carolina
$29.2M +$2.03M 1 4.1% Increased
872
BCC
Bridge City Capital
Oregon
$29.1M +$2.48M 5 9.78% Increased
873
AIM
Atlantic Investment Management
New York
$29.1M +$3.36M 1 13.11% Increased
874
AFP
Ausdal Financial Partners
Iowa
$29M +$5.19K 3 3.1% Increased
875
WPC
Waters Parkerson & Co
Louisiana
$29M -$65.4K 2 1.55% Reduced