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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
1526
BVDMP
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.46M $0 2 0.23% Maintained
1527
GCM
GeoSphere Capital Management
Florida
$1.46M +$1.35M 1 2.06% New
1528
PIC
PCJ Investment Counsel
Ontario, Canada
$1.45M -$400K 2 0.08% Reduced
1529
FSA
Franklin Street Advisors
North Carolina
$1.45M -$99.6K 2 0.33% Reduced
1530
Bridgewater Associates
Bridgewater Associates
Connecticut
$1.45M +$66.2K 2 0.01% Increased
1531
IRS
Invictus RG (Singapore)
Singapore
$1.44M +$557K 9 1.23% Increased
1532
CI
Constellation Investments
Ohio
$1.43M +$50.4K 2 0.44% Increased
1533
AH
Allen Holding
New York
$1.42M $0 1 0.33% Maintained
1534
GLI
Guardian Life Insurance
New York
$1.42M -$3.44K 6 0.12% Reduced
1535
AW
Alpha Windward
Massachusetts
$1.4M +$30.4K 3 1.05% Increased
1536
ZCM
Zebra Capital Management
Connecticut
$1.4M +$527K 4 1.09% Increased
1537
ECM
Everence Capital Management
Indiana
$1.39M $0 1 0.6% Maintained
1538
FNB
First Niagara Bank
New York
$1.39M -$363K 3 0.3% Reduced
1539
FSC
Fiduciary Services Corp
Georgia
$1.38M +$49.9K 2 0.61% Increased
1540
RG
Renaissance Group
Kentucky
$1.37M +$305K 2 0.06% Increased
1541
CIA
Covington Investment Advisors
Pennsylvania
$1.37M -$750K 1 0.93% Reduced
1542
FMW
Farr Miller & Washington
District of Columbia
$1.37M +$6.25K 1 0.22% Increased
1543
IHL
Investment House LLC
California
$1.35M +$29.6K 1 0.27% Increased
1544
1GA
1st Global Advisors
Texas
$1.35M +$506K 4 0.27% Increased
1545
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$1.35M -$1.95M 2 0.05% Reduced
1546
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Missouri
$1.34M -$54.1K 1 0.71% Reduced
1547
MIS
Morningstar Investment Services
Illinois
$1.34M -$1.95M 1 0.12% Reduced
1548
I2I
Insight 2811 Inc
Illinois
$1.34M +$562K 2 0.67% Increased
1549
DMC
Drexel Morgan & Co
Pennsylvania
$1.34M +$788K 2 1.83% Increased
1550
LIA
LS Investment Advisors
Michigan
$1.33M +$393K 9 0.16% Increased