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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
WHGC
Wealth High Governance Capital
Brazil
$19.2M +$19.9M 1 6.66% New
952
North Star Investment Management
North Star Investment Management
Illinois
$19M -$2.64M 21 1.61% Reduced
953
Aquatic Capital Management
Aquatic Capital Management
Illinois
$18.9M +$785K 28 0.79% Increased
954
CPA
Court Place Advisors
Maryland
$18.8M -$27.5K 4 6.68% Reduced
955
Wedbush Securities
Wedbush Securities
California
$18.7M +$3.31M 12 0.93% Increased
956
WCMN
Westchester Capital Management (Nebraska)
Nebraska
$18.5M -$289K 1 5.31% Reduced
957
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$18.5M -$2.21M 7 1.2% Reduced
958
Parcion Private Wealth
Parcion Private Wealth
Washington
$18.5M +$111K 3 1.92% Increased
959
Delta Asset Management
Delta Asset Management
Tennessee
$18.5M -$38.3K 11 1.92% Reduced
960
Wolverine Asset Management
Wolverine Asset Management
Illinois
$18.3M +$13.2M 6 0.21% Increased
961
Texas Capital Bank Wealth Management Services
Texas Capital Bank Wealth Management Services
Texas
$18.3M -$4.04M 2 2.31% Reduced
962
RIM
Reliant Investment Management
Tennessee
$18.3M -$6.45M 4 10.65% Reduced
963
CCM Investment Advisers
CCM Investment Advisers
South Carolina
$18.2M -$472K 1 2.51% Reduced
964
HIM
HughesLittle Investment Management
$18.2M -$181K 1 5.5% Reduced
965
Centiva Capital
Centiva Capital
New York
$18.1M -$5.88M 22 0.4% Reduced
966
Genus Capital Management
Genus Capital Management
British Columbia, Canada
$18.1M +$5.21M 6 2.84% Increased
967
Fernbridge Capital Management
Fernbridge Capital Management
California
$18.1M +$19.3M 1 1.74% New
968
MainStreet Investment Advisors
MainStreet Investment Advisors
Illinois
$18.1M -$724K 5 2.1% Reduced
969
Renaissance Group
Renaissance Group
Kentucky
$18.1M -$2.68M 6 0.82% Reduced
970
QV Investors
QV Investors
Alberta, Canada
$18M -$8.93M 2 1.87% Reduced
971
L & S Advisors
L & S Advisors
California
$18M -$24.6M 4 2.58% Reduced
972
Raymond James Trust
Raymond James Trust
Florida
$18M +$1.1M 12 0.53% Increased
973
Koshinski Asset Management
Koshinski Asset Management
Illinois
$18M -$1.13M 7 2.07% Reduced
974
Ritholtz Wealth Management
Ritholtz Wealth Management
New York
$17.9M +$1.45M 13 0.8% Increased
975
Bourgeon Capital Management
Bourgeon Capital Management
Connecticut
$17.9M -$1.19M 10 4.2% Reduced