← All themes

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
1276
JPMIA
J.P. Marvel Investment Advisors
Massachusetts
$30.2M +$142K 2 3.47% Increased
1277
Savvy Advisors Inc
Savvy Advisors Inc
New York
$30.2M +$1.36M 14 0.64% Increased
1278
MYAM
Meiji Yasuda Asset Management
Japan
$30.2M -$4.53M 18 1.36% Reduced
1279
MCC
Malaga Cove Capital
California
$30.2M -$548K 7 9.6% Reduced
1280
Profund Advisors
Profund Advisors
Maryland
$30.1M +$2.6M 26 0.83% Increased
1281
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$30.1M -$4.6M 13 0.4% Reduced
1282
TSAM
Trinity Street Asset Management
United Kingdom
$30M +$2.97M 1 1.55% Increased
1283
WCM
Westerly Capital Management
California
$30M -$3.49M 3 5.53% Reduced
1284
Caxton Associates (UK)
Caxton Associates (UK)
$29.9M -$10.4M 12 0.56% Reduced
1285
HT
Heritage Trust
Oklahoma
$29.8M +$1.17M 7 2.59% Increased
1286
BIP Wealth
BIP Wealth
Georgia
$29.8M -$1.9M 10 0.85% Reduced
1287
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$29.6M -$3.58M 1 0.5% Reduced
1288
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$29.5M -$558K 40 0.72% Reduced
1289
LI
Louisbourg Investments
New Brunswick, Canada
$29.5M -$31.7K 7 5.44% Reduced
1290
TCOT
Trust Company of Toledo
Ohio
$29.5M +$820K 12 2.45% Increased
1291
Pine Valley Investments
Pine Valley Investments
New Jersey
$29.4M +$329K 8 1.16% Increased
1292
ST
Spinnaker Trust
Maine
$29.4M -$85.1K 3 1.43% Reduced
1293
AAP
Ardsley Advisory Partners
Connecticut
$29.4M +$19.3M 5 3.06% Increased
1294
ET
Equitable Trust
Tennessee
$29.4M -$3.51M 8 1.23% Reduced
1295
Krilogy Financial
Krilogy Financial
Missouri
$29.3M +$683K 21 0.87% Increased
1296
LCP
LGT Capital Partners
Switzerland
$29.3M +$1.52M 2 1.48% Increased
1297
WCCM
Webs Creek Capital Management
Texas
$29.2M -$12M 1 5.52% Reduced
1298
NA
Nordwand Advisors
Pennsylvania
$29.1M -$41.7K 3 4.46% Reduced
1299
LTAS
Linden Thomas Advisory Services
North Carolina
$29.1M -$439K 12 2.35% Reduced
1300
TIAA Wealth Investment Management
TIAA Wealth Investment Management
New York
$29.1M -$12.9M 9 0.19% Reduced