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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
976
AG2R La Mondiale Gestion d'Actifs
AG2R La Mondiale Gestion d'Actifs
France
$49.8M +$3.56M 10 1.81% Increased
977
CCM Investment Advisers
CCM Investment Advisers
South Carolina
$49.8M -$5.68M 2 3.85% Reduced
978
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$49.6M +$12.7M 12 1.05% Increased
979
HC
Henshaw Capital
Massachusetts
$49.6M -$316K 3 1.61% Reduced
980
Intrinsic Edge Capital Management
Intrinsic Edge Capital Management
Illinois
$49.2M -$1.5M 7 5.09% Reduced
981
Spyglass Capital Management
Spyglass Capital Management
California
$49.2M -$4.73M 1 2.67% Reduced
982
IQ EQ Fund Management
IQ EQ Fund Management
Ireland
$49.2M +$6.44M 12 3.14% Increased
983
Valiant Capital Management
Valiant Capital Management
California
$49.2M -$30.3M 1 1.98% Reduced
984
First Interstate Bank
First Interstate Bank
Montana
$48.9M -$414K 3 2.55% Reduced
985
Independent Financial Group
Independent Financial Group
California
$48.8M +$6.62M 18 0.91% Increased
986
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
$48.7M +$3.9M 6 0.81% Increased
987
RIG
Renaissance Investment Group
Massachusetts
$48.6M -$1.67M 5 9.56% Reduced
988
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$48.6M +$2.8M 6 1.08% Increased
989
Saudi Central Bank
Saudi Central Bank
Saudi Arabia
$48.5M +$21.8M 12 0.64% Increased
990
LMCG Investments
LMCG Investments
Massachusetts
$48.2M -$6.32M 3 2.58% Reduced
991
Wilkinson Global Asset Management
Wilkinson Global Asset Management
New York
$48.2M -$16.2M 1 3.83% Reduced
992
JGC
J. Goldman & Co
New York
$48.1M -$10.2M 4 1.24% Reduced
993
Simmons Bank
Simmons Bank
Arkansas
$48.1M +$4.26M 7 2.74% Increased
994
Patton Albertson Miller Group
Patton Albertson Miller Group
Tennessee
$48.1M -$2.12M 6 4.78% Reduced
995
Sigma Planning Corp
Sigma Planning Corp
Michigan
$47.9M +$5.84M 16 1.21% Increased
996
Skylands Capital
Skylands Capital
Wisconsin
$47.8M +$136K 7 5.87% Increased
997
Hamilton Point Investment Advisors
Hamilton Point Investment Advisors
North Carolina
$47.7M -$209K 4 6.71% Reduced
998
Hamilton Capital Partners (Canada)
Hamilton Capital Partners (Canada)
$47.6M -$3.52M 1 1.38% Reduced
999
Drexel Morgan & Co
Drexel Morgan & Co
Pennsylvania
$47.5M $0 2 6.61% Maintained
1000
WCM
Westend Capital Management
California
$47.4M -$4.77M 7 10.84% Reduced