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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
1426
OTL
Oak Thistle LLC
New York
$24.4M -$4.01M 15 2.36% Reduced
1427
BP
Broadleaf Partners
Ohio
$24.4M +$541K 3 4.72% Increased
1428
EBSAM
Eubel Brady & Suttman Asset Management
Ohio
$24.4M -$10.9K 3 2.89% Reduced
1429
World Investment Advisors
World Investment Advisors
California
$24.3M -$2.04M 13 0.4% Reduced
1430
RAM
RWC Asset Management
United Kingdom
$24.3M -$70.8K 5 0.92% Reduced
1431
AAM
Azzad Asset Management
Virginia
$24.2M -$2.62M 11 2.15% Reduced
1432
PI
PFG Investments
New York
$24.2M +$1.89M 12 0.94% Increased
1433
PR
Payden & Rygel
California
$24.1M +$15.7K 4 1.85% Increased
1434
MWA
MFA Wealth Advisors
Pennsylvania
$24.1M +$4.18M 3 4.11% Increased
1435
Construction & Building Unions Superannuation Fund
Construction & Building Unions Superannuation Fund
Australia
$24.1M -$9.4M 3 0.43% Reduced
1436
Walleye Trading
Walleye Trading
New York
$24.1M -$6.09M 12 0.03% Reduced
1437
EPW
Evolve Private Wealth
California
$24M -$5.75M 17 1.47% Reduced
1438
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$24M +$131K 3 0.4% Increased
1439
BMCM
Bryn Mawr Capital Management
Pennsylvania
$24M -$349K 8 1.05% Reduced
1440
BL
BWCP LP
Texas
$24M -$18M 1 3.43% Reduced
1441
SL
Summitry LLC
California
$24M +$396K 7 0.79% Increased
1442
ERIC
Eagle Rock Investment Company
Georgia
$23.9M +$3.79M 4 2.96% Increased
1443
CC
Cadinha & Co
Hawaii
$23.9M +$7.5M 2 3.55% Increased
1444
TS
Tamar Securities
California
$23.9M -$1.98M 1 2.24% Reduced
1445
EFS
Essex Financial Services
Connecticut
$23.9M -$515K 13 1.19% Reduced
1446
Railway Pension Investments
Railway Pension Investments
United Kingdom
$23.8M +$2.81M 1 0.3% Increased
1447
Harvest Fund Management
Harvest Fund Management
China
$23.8M -$1.65M 12 0.79% Reduced
1448
Smartleaf Asset Management
Smartleaf Asset Management
Massachusetts
$23.8M -$17.4K 54 0.77% Reduced
1449
LJAC
L.J. Altfest & Co
New York
$23.8M +$3.55M 6 2.31% Increased
1450
CCM
Carderock Capital Management
Maryland
$23.7M +$2.43M 2 5.21% Increased