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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
951
Blue Chip Partners
Blue Chip Partners
Michigan
$52.6M -$2.33M 5 3.33% Reduced
952
Meridian Wealth Management
Meridian Wealth Management
Kentucky
$52.5M +$1.1M 7 1.62% Increased
953
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$52.5M -$356K 6 1.43% Reduced
954
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$52.2M +$28.1M 2 1.59% Increased
955
LFCM
Long Focus Capital Management
Puerto Rico
$52M -$9M 3 1.33% Reduced
956
HP
Hound Partners
New York
$51.9M +$53.4M 1 6.01% New
957
SlateStone Wealth
SlateStone Wealth
Florida
$51.9M -$2.57M 6 3.97% Reduced
958
Pinnbrook Capital Management
Pinnbrook Capital Management
New York
$51.8M +$32.8M 4 5.52% Increased
959
Corsair Capital Management
Corsair Capital Management
New York
$51.7M -$2.76M 5 6.46% Reduced
960
Kingswood Wealth Advisors
Kingswood Wealth Advisors
California
$51.7M +$3.31M 14 2.08% Increased
961
VestGen Advisors
VestGen Advisors
Illinois
$51.5M -$5.28M 13 1.5% Reduced
962
Broad Run Investment Management
Broad Run Investment Management
Virginia
$51.4M -$184K 1 7.9% Reduced
963
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$51.3M -$233K 5 1.65% Reduced
964
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$51.3M +$1.55M 74 1.26% Increased
965
Rice Hall James & Associates
Rice Hall James & Associates
California
$51.1M +$11M 11 2.49% Increased
966
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$50.8M -$2.83M 9 1.63% Reduced
967
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
$50.7M +$41.8M 1 0.02% New
968
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors
Ohio
$50.7M +$4.66M 26 1.42% Increased
969
Sumitomo Life Insurance
Sumitomo Life Insurance
Japan
$50.4M +$4.26M 8 0.82% Increased
970
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$50.4M -$371K 26 0.43% Reduced
971
Confluence Investment Management
Confluence Investment Management
Missouri
$50.3M -$2.88M 4 0.79% Reduced
972
Stockman Wealth Management
Stockman Wealth Management
Montana
$50.2M +$346K 4 5.19% Increased
973
DWA
Dorsey Wright & Associates
California
$50.2M -$17.7M 5 8.51% Reduced
974
RBF Capital
RBF Capital
California
$49.8M +$6.25M 8 2.07% Increased
975
AG2R La Mondiale Gestion d'Actifs
AG2R La Mondiale Gestion d'Actifs
France
$49.8M +$3.56M 10 1.81% Increased