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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
1201
Encompass Capital Advisors
Encompass Capital Advisors
New York
$34.6M -$7.51M 2 1.23% Reduced
1202
CX Institutional
CX Institutional
Indiana
$34.6M -$674K 23 1% Reduced
1203
North Star Investment Management
North Star Investment Management
Illinois
$34.4M +$243K 31 1.87% Increased
1204
MUFG Securities Americas
MUFG Securities Americas
New York
$34.4M +$2.34M 11 1.76% Increased
1205
Dearborn Partners
Dearborn Partners
Illinois
$34.3M +$359K 3 1.94% Increased
1206
Osborne Partners Capital Management
Osborne Partners Capital Management
California
$34.2M -$825K 6 1.9% Reduced
1207
EverSource Wealth Advisors
EverSource Wealth Advisors
Alabama
$34.1M -$3.23M 66 1.15% Reduced
1208
Ascent Wealth Partners
Ascent Wealth Partners
New York
$34M +$2.76M 5 3.4% Increased
1209
Lathrop Investment Management
Lathrop Investment Management
Arkansas
$34M -$1.33K 4 6.02% Reduced
1210
Fulcrum Asset Management
Fulcrum Asset Management
United Kingdom
$33.9M +$27.4M 22 3.38% Increased
1211
WCG Wealth Advisors
WCG Wealth Advisors
Nevada
$33.9M +$2.93M 6 0.8% Increased
1212
Goodman Financial
Goodman Financial
Texas
$33.8M +$594K 2 5.22% Increased
1213
Folger Nolan Fleming Douglas Capital Management
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$33.7M -$306K 5 2.76% Reduced
1214
Univest Financial
Univest Financial
Pennsylvania
$33.7M +$262K 6 1.65% Increased
1215
Greenleaf Trust
Greenleaf Trust
Michigan
$33.6M +$2.08M 19 0.32% Increased
1216
Paradice Investment Management
Paradice Investment Management
Colorado
$33.6M +$7.88M 1 5.37% Increased
1217
Lisanti Capital Growth
Lisanti Capital Growth
New York
$33.6M -$10.1M 9 7.38% Reduced
1218
Night Squared
Night Squared
New York
$33.5M -$16M 2 3.6% Reduced
1219
Fidelis Capital Partners
Fidelis Capital Partners
Florida
$33.4M +$3.37M 13 1.93% Increased
1220
Greenwood Gearhart
Greenwood Gearhart
Arkansas
$33.4M +$377K 2 1.55% Increased
1221
Montanaro Asset Management
Montanaro Asset Management
United Kingdom
$33.3M +$3.77M 3 10.51% Increased
1222
NBC Securities
NBC Securities
Alabama
$33.3M +$592K 35 2.25% Increased
1223
Contravisory Investment Management
Contravisory Investment Management
Massachusetts
$33.2M +$24.5M 14 5.86% Increased
1224
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$33.2M +$67.9K 2 1.16% Increased
1225
Stansberry Asset Management
Stansberry Asset Management
Texas
$33.2M +$9.49M 3 3.04% Increased