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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
351
GA
GRS Advisors
Illinois
$49.7M +$51.9M 1 1.9% New
352
CCM
Century Capital Management
Massachusetts
$49.4M +$52.2M 3 1.94% New
353
NAP
New Amsterdam Partners
New York
$49.3M +$49.8M 2 2.63% New
354
FIM
FourPoints Investment Managers
France
$48.9M +$51.3M 2 4.89% New
355
PTC
Provident Trust Company
Wisconsin
$48.6M +$47.3M 1 3.83% New
356
PHAM
Pacific Heights Asset Management
California
$48.3M +$49.5M 1 1.17% New
357
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$48.3M +$51.5M 1 1.07% New
358
CII
Chapter IV Investors
North Carolina
$47.6M +$50.3M 2 18.29% New
359
LBG
Lloyds Banking Group
United Kingdom
$47.5M +$49.5M 8 0.5% New
360
CAM
Cortina Asset Management
Wisconsin
$47.2M +$45.2M 5 1.88% New
361
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$47.1M +$45.8M 9 1.02% New
362
Cohen & Steers
Cohen & Steers
New York
$46.3M +$49.2M 1 0.14% New
363
OAMG
Odey Asset Management Group
United Kingdom
$46.2M +$49.1M 2 1.81% New
364
Palisade Capital Management
Palisade Capital Management
New Jersey
$46.1M +$48M 5 1.32% New
365
LCM
Lonestar Capital Management
California
$45.9M +$45.1M 1 5.43% New
366
SCM
Sigma Capital Management
Connecticut
$45.8M +$47.7M 2 2.1% New
367
Great Lakes Advisors
Great Lakes Advisors
Illinois
$45.3M +$46.8M 3 2.12% New
368
ZDA
Zweig-DiMenna Associates
New York
$45.3M +$46.3M 3 1.83% New
369
SAM
Sentinel Asset Management
Vermont
$45M +$46.2M 4 0.97% New
370
MUFG Americas
MUFG Americas
New York
$44.8M +$44.9M 21 0.89% New
371
PIMC
Praesidium Investment Management Company
New York
$44.7M +$40.8M 1 4.32% New
372
NCA
Newbrook Capital Advisors
New York
$44.4M +$47.2M 1 4.68% New
373
Vaughan David Investments
Vaughan David Investments
Illinois
$44.3M +$46.4M 2 3.13% New
374
BII
Baring International Investment
United Kingdom
$43.4M +$45.6M 3 1.87% New
375
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$43.1M +$43.2M 6 1.01% New