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 | |
|---|---|---|---|---|---|---|---|
| 1076 |
Samlyn Capital
New York
| $41.9M | -$42.4M | 1 | 0.68% | Reduced |
|
| 1077 |
HUB Investment Partners
Austin,
Texas
| $41.8M | +$4.85M | 16 | 0.75% | Increased |
|
| 1078 |
Geneva Partners
Lake Geneva,
Wisconsin
| $41.8M | +$5.05M | 6 | 11.13% | Increased |
|
| 1079 |
Argent Trust Co
Nashville,
Tennessee
| $41.7M | +$775K | 13 | 1.2% | Increased |
|
| 1080 |
Summit Partners Public Asset Management
Boston,
Massachusetts
| $41.6M | +$20M | 1 | 0.73% | Increased |
|
| 1081 |
Moerus Capital Management
New York
| $41.6M | +$39.4M | 1 | 18.55% | New |
|
| 1082 |
CL
CIM LLC
Albany,
New York
| $41.6M | -$5.47M | 5 | 5.38% | Reduced |
|
| 1083 |
Kepler Cheuvreux
Nyon,
| $41.6M | +$1.33M | 3 | 2.38% | Increased |
|
| 1084 |
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| $41.5M | +$617K | 22 | 0.87% | Increased |
|
| 1085 |
KTF Investments
Seal Beach,
California
| $41.5M | +$3.72M | 2 | 4.19% | Increased |
|
| 1086 |
Longbow Finance
Lutry,
Switzerland
| $41.4M | +$6.14M | 4 | 5.29% | Increased |
|
| 1087 |
Jag Capital Management
St Louis,
Missouri
| $41.4M | +$11.3M | 8 | 3.87% | Increased |
|
| 1088 |
CBT
Central Bank & Trust
Lexington,
Kentucky
| $41.3M | -$1.89M | 6 | 5.86% | Reduced |
|
| 1089 |
Harvest Portfolios Group
Oakville,
Ontario, Canada
| $41.3M | -$8.9M | 4 | 0.58% | Reduced |
|
| 1090 |
MA
Mutual Advisors
Omaha,
Nebraska
| $41.2M | +$250K | 13 | 0.78% | Increased |
|
| 1091 |
Monument Capital Management
Alexandria,
Virginia
| $41.2M | -$5.83M | 6 | 8.28% | Reduced |
|
| 1092 |
First National Trust
Hermitage,
Pennsylvania
| $41M | -$5.34M | 8 | 1.39% | Reduced |
|
| 1093 |
PEAK6
Chicago,
Illinois
| $40.8M | -$14.7M | 22 | 0.08% | Reduced |
|
| 1094 |
ION Fund Management
Herzliya,
| $40.7M | +$23.4M | 1 | 2.58% | Increased |
|
| 1095 |
First Washington Corp
Seattle,
Washington
| $40.7M | -$4.4M | 4 | 9.91% | Reduced |
|
| 1096 |
Strategic Planning Group
Bountiful,
Utah
| $40.6M | +$574K | 2 | 4.43% | Increased |
|
| 1097 |
Venture Visionary Partners
Sylvania,
Ohio
| $40.5M | +$142K | 8 | 1.13% | Increased |
|
| 1098 |
SFE Investment Counsel
Los Angeles,
California
| $40.5M | +$883K | 6 | 5.46% | Increased |
|
| 1099 |
GAM Holding
Zurich,
Switzerland
| $40.5M | -$366K | 10 | 3.1% | Reduced |
|
| 1100 |
Duff & Phelps Investment Management
Chicago,
Illinois
| $40.5M | -$12.5M | 5 | 0.38% | Reduced |
|