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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
1176
Plato Investment Management
Plato Investment Management
Australia
$35.7M +$2.15M 15 2.04% Increased
1177
Spinecap SAS
Spinecap SAS
France
$35.6M +$35.7M 1 10.64% New
1178
TriCert Investment Counsel
TriCert Investment Counsel
$35.6M +$33.7M 3 3.31% New
1179
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$35.5M +$111K 10 0.26% Increased
1180
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$35.5M +$5.61M 22 0.35% Increased
1181
Franklin Street Advisors
Franklin Street Advisors
North Carolina
$35.3M -$4.79M 4 1.97% Reduced
1182
SignatureFD
SignatureFD
Georgia
$35.3M +$1.41M 57 0.47% Increased
1183
Hilton Capital Management
Hilton Capital Management
New York
$35.2M -$5.86M 5 2.4% Reduced
1184
AQR Arbitrage
AQR Arbitrage
Connecticut
$35.2M +$17.7M 1 0.5% Increased
1185
TFS
Thoroughbred Financial Services
Tennessee
$35.2M -$209K 9 1.69% Reduced
1186
McRae Capital Management
McRae Capital Management
New Jersey
$35.2M -$2.5M 3 6.92% Reduced
1187
OpenArc Corporate Advisory
OpenArc Corporate Advisory
Georgia
$35.1M -$1.35M 15 0.42% Reduced
1188
Verdence Capital Advisors
Verdence Capital Advisors
Maryland
$35.1M -$919K 13 1.84% Reduced
1189
Insigneo Advisory Services
Insigneo Advisory Services
Florida
$35.1M +$22.1M 6 1.31% Increased
1190
Mount Yale Investment Advisors
Mount Yale Investment Advisors
Colorado
$35M +$2.23M 21 0.65% Increased
1191
Pacific Life Fund Advisors
Pacific Life Fund Advisors
California
$35M +$33.4M 1 3.85% New
1192
GSA Capital Partners
GSA Capital Partners
United Kingdom
$35M -$5.71M 35 2.21% Reduced
1193
Aureus Asset Management
Aureus Asset Management
Massachusetts
$35M -$15.6M 8 2.13% Reduced
1194
Meeder Advisory Services
Meeder Advisory Services
Ohio
$35M +$1.97M 11 1.28% Increased
1195
Barings
Barings
North Carolina
$34.8M +$4.04M 7 0.62% Increased
1196
TIG Advisors LLC
TIG Advisors LLC
New York
$34.8M +$18.9M 1 1.54% Increased
1197
Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina)
North Carolina
$34.8M -$4.26M 5 4.21% Reduced
1198
PCJ Investment Counsel
PCJ Investment Counsel
Ontario, Canada
$34.8M -$7.13M 2 10.01% Reduced
1199
Muhlenkamp & Co
Muhlenkamp & Co
Pennsylvania
$34.8M -$13.7M 2 10.07% Reduced
1200
Kadensa Capital
Kadensa Capital
Hong Kong
$34.6M +$13.4M 2 7.39% Increased