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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
2551
DF
Donoghue Forlines
Massachusetts
$0 -$4.43M 0 – Closed
2552
EAMA
EFG Asset Management (Americas)
Florida
$0 -$1.37M 0 – Closed
2553
Encompass Capital Advisors
Encompass Capital Advisors
New York
$0 -$11.8M 0 – Closed
2554
EP
Engadine Partners
United Kingdom
$0 -$7.18M 0 – Closed
2555
ECAU
Everett Capital Advisors (UK)
United Kingdom
$0 -$18.1M 0 – Closed
2556
FUBT
First United Bank & Trust
Maryland
$0 -$222K 0 – Closed
2557
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$0 -$1.73M 0 – Closed
2558
GIA
Gargoyle Investment Advisor
New Jersey
$0 -$324K 0 – Closed
2559
Giverny Capital
Giverny Capital
Quebec, Canada
$0 -$721K 0 – Closed
2560
GIM
Goelzer Investment Management
Indiana
$0 -$1.73M 0 – Closed
2561
GAMA
Graticule Asia Macro Advisors
New York
$0 -$7.43M 0 – Closed
2562
GIM
Guild Investment Management
California
$0 -$2.55M 0 – Closed
2563
HIM
Harbour Investment Management
Washington
$0 -$1.47M 0 – Closed
2564
HBWM
Hollow Brook Wealth Management
New York
$0 -$1.36M 0 – Closed
2565
HIS
Horizon Investment Services
Indiana
$0 -$1.43M 0 – Closed
2566
JCM
Jafra Capital Management
New York
$0 -$2.04M 0 – Closed
2567
JAM
Jolley Asset Management
North Carolina
$0 -$83K 0 – Closed
2568
Junto Capital Management
Junto Capital Management
New York
$0 -$27.8M 0 – Closed
2569
KCPG
Kavar Capital Partners Group
Kansas
$0 -$111K 0 – Closed
2570
KAS
Kemnay Advisory Services
New York
$0 -$2.55M 0 – Closed
2571
KC
Kepos Capital
New York
$0 -$4.8M 0 – Closed
2572
LC
Landaas & Company
Wisconsin
$0 -$256K 0 – Closed
2573
LCM
Liberty Capital Management
Michigan
$0 -$1.06M 0 – Closed
2574
LPC
Loeb Partners Corp
New York
$0 -$1.55M 0 – Closed
2575
LOAMU
Lombard Odier Asset Management (USA)
New York
$0 -$5.71M 0 – Closed