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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
3401
LPAM
Legion Partners Asset Management
California
$0 -$5.05M 0 – Closed
3402
LIM
Longfellow Investment Management
Massachusetts
$0 -$1.2M 0 – Closed
3403
M1FG
Mach-1 Financial Group
Arkansas
$0 $0 1 0% Maintained
3404
MA
MANA Advisors
New York
$0 -$258K 0 – Closed
3405
MF
Manchester Financial
California
$0 -$394K 0 – Closed
3406
Maple Rock Capital Partners
Maple Rock Capital Partners
Ontario, Canada
$0 -$18.1M 0 – Closed
3407
Marshfield Associates
Marshfield Associates
District of Columbia
$0 -$62.6M 0 – Closed
3408
Marsico Capital Management
Marsico Capital Management
Colorado
$0 -$2.93M 0 – Closed
3409
MPIM
McGinn Penninger Investment Management
Virginia
$0 -$209K 0 – Closed
3410
MWP
Meridian Wealth Partners
Pennsylvania
$0 -$177K 0 – Closed
3411
Merit Financial Group
Merit Financial Group
Georgia
$0 -$238K 0 – Closed
3412
MCIA
Mountain Capital Investment Advisors
Colorado
$0 -$334K 0 – Closed
3413
NL
NKCFO LLC
Illinois
$0 -$737K 0 – Closed
3414
NFAM
North Fourth Asset Management
New Jersey
$0 -$9.5M 0 – Closed
3415
NPCM
North Peak Capital Management
New York
$0 -$65M 0 – Closed
3416
NTCM
Nut Tree Capital Management
New York
$0 -$35.5M 0 – Closed
3417
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$0 -$232K 0 – Closed
3418
OFG
OmniStar Financial Group
North Carolina
$0 -$292K 0 – Closed
3419
ONGA
O'Neil Global Advisors
California
$0 -$509K 0 – Closed
3420
PointState Capital
PointState Capital
New York
$0 -$14.1M 0 – Closed
3421
PPSG
Princeton Portfolio Strategies Group
New Jersey
$0 -$517K 0 – Closed
3422
QGA
Q Global Advisors
Texas
$0 -$10.5M 0 – Closed
3423
RBCM
Raub Brock Capital Management
California
$0 -$201K 0 – Closed
3424
RWM
RBA Wealth Management
California
$0 -$160K 0 – Closed
3425
RWG
Regal Wealth Group
California
$0 -$5K 0 – Closed