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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
876
Quadrant Capital Group
Quadrant Capital Group
Ohio
$60.3M -$2.64M 31 1.65% Reduced
877
Ophir Asset Management
Ophir Asset Management
Australia
$60.1M -$4.24M 2 4.94% Reduced
878
LaFleur & Godfrey
LaFleur & Godfrey
Michigan
$59.8M -$5.19M 3 7.1% Reduced
879
KCM Investment Advisors
KCM Investment Advisors
California
$59.8M +$851K 6 1.78% Increased
880
WCMN
Westchester Capital Management (Nebraska)
Nebraska
$59.4M -$2.68M 1 10.7% Reduced
881
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$59.1M -$13.6M 6 1.92% Reduced
882
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$59M -$2M 10 1.68% Reduced
883
Allianz
Allianz
Germany
$59M -$2.88M 8 0.62% Reduced
884
Leavell Investment Management
Leavell Investment Management
Alabama
$59M +$258K 12 2.16% Increased
885
Delta Asset Management
Delta Asset Management
Tennessee
$58.9M -$764K 9 5.09% Reduced
886
Atomi Financial Group
Atomi Financial Group
New York
$58.9M +$4.01M 21 1.53% Increased
887
Numerai
Numerai
California
$58.7M +$15.5M 23 4.8% Increased
888
Brightline Capital Management
Brightline Capital Management
Florida
$58.2M +$24.3M 2 12.62% Increased
889
Daymark Wealth Partners
Daymark Wealth Partners
Ohio
$58.2M -$1.05M 8 1.42% Reduced
890
Vestmark Advisory Solutions
Vestmark Advisory Solutions
Massachusetts
$58.1M -$1.37M 29 0.55% Reduced
891
Maple Rock Capital Partners
Maple Rock Capital Partners
Ontario, Canada
$58.1M $0 1 1.14% Maintained
892
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management
New Jersey
$58.1M +$6.23M 16 1.66% Increased
893
Front Street Capital Management
Front Street Capital Management
Montana
$58M -$3.7M 2 6.59% Reduced
894
SFA
Spectrum Financial Alliance
Kentucky
$57.9M +$1.54M 1 8.52% Increased
895
Jamison Private Wealth Management
Jamison Private Wealth Management
Georgia
$57.9M +$9.5K 3 5.84% Increased
896
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$57.8M +$638K 5 0.71% Increased
897
KCM
Kingdon Capital Management
New York
$57.7M +$14.5M 3 5.91% Increased
898
Bar Harbor Wealth Management
Bar Harbor Wealth Management
New Hampshire
$57.4M +$1.93M 4 3.08% Increased
899
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$57.4M +$7.74M 18 0.7% Increased
900
R.M. Davis Inc
R.M. Davis Inc
Maine
$57.3M +$1.87M 8 0.9% Increased