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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
2601
MAMU
Marathon Asset Management (UK)
United Kingdom
$0 -$16.8M 0 – Closed
2602
Maverick Capital
Maverick Capital
Texas
$0 -$6.48M 0 – Closed
2603
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$0 -$14.1M 0 – Closed
2604
MCM
Mork Capital Management
California
$0 -$912K 0 – Closed
2605
NPP
New Potomac Partners
Maryland
$0 -$49K 0 – Closed
2606
NMC
Nine Masts Capital
Hong Kong
$0 -$1.02M 0 – Closed
2607
NIA
Northstar Investment Advisors
Colorado
$0 -$268K 0 – Closed
2608
NL
NWAM LLC
Washington
$0 -$263K 0 – Closed
2609
Oaktree Capital Management
Oaktree Capital Management
California
$0 -$29.9M 0 – Closed
2610
OPTFSNA
Old Point Trust & Financial Services N A
Virginia
$0 -$208K 0 – Closed
2611
OA
Omega Advisors
New York
$0 -$12.8M 0 – Closed
2612
Orgel Wealth Management
Orgel Wealth Management
Wisconsin
$0 -$212K 0 – Closed
2613
PSF
Pacific Sun Financial
California
$0 -$451K 0 – Closed
2614
Perpetual Ltd
Perpetual Ltd
Australia
$0 -$641K 0 – Closed
2615
PNAA
Pictet North America Advisors
Switzerland
$0 -$1.1M 0 – Closed
2616
PWMAG
Pinnacle Wealth Management Advisory Group
New Jersey
$0 -$202K 0 – Closed
2617
PM
Precept Management
Texas
$0 -$3.78M 0 – Closed
2618
PCM
Price Capital Management
Louisiana
$0 -$10.1M 0 – Closed
2619
PPSG
Princeton Portfolio Strategies Group
New Jersey
$0 -$470K 0 – Closed
2620
PCA
Private Capital Advisors
Connecticut
$0 -$335K 0 – Closed
2621
RCMC
RK Capital Management (Colorado)
Colorado
$0 -$8.58M 0 – Closed
2622
SM
Scoggin Management
New York
$0 -$9.11M 0 – Closed
2623
Sculptor Capital
Sculptor Capital
New York
$0 -$2.29M 0 – Closed
2624
SH
SeaTown Holdings
Singapore
$0 -$13M 0 – Closed
2625
SCM
Segantii Capital Management
Hong Kong
$0 -$483K 0 – Closed