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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
376
RCM
Redwood Capital Management
New York
$55.7M $0 2 5.86% Maintained
377
FWSM
First Wilshire Securities Management
California
$55.3M -$598K 5 8.58% Reduced
378
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$55M -$1.98M 12 0.93% Reduced
379
NA
Navellier & Associates
Nevada
$55M +$42.7M 6 2.49% Increased
380
HEIP
Hudson Edge Investment Partners
New Jersey
$54.9M -$172K 1 1.95% Reduced
381
Tocqueville Asset Management
Tocqueville Asset Management
New York
$54.5M +$4.24M 26 0.53% Increased
382
Braun Stacey Associates
Braun Stacey Associates
New York
$53.7M -$5.62M 3 3.2% Reduced
383
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$53.5M +$14.1M 4 4.92% Increased
384
SEI Trust Company
SEI Trust Company
Pennsylvania
$53.2M +$3.19M 20 0.51% Increased
385
NIP
Nicholas Investment Partners
California
$52.7M +$23M 9 3.1% Increased
386
FP
FPR Partners
California
$52.6M $0 1 1.73% Maintained
387
FIM
FourPoints Investment Managers
France
$52.6M -$5.92M 2 4.98% Reduced
388
Vaughan David Investments
Vaughan David Investments
Illinois
$52.5M -$1.57M 2 3.14% Reduced
389
PIM
Profit Investment Management
Maryland
$52.5M -$22.2M 3 2.52% Reduced
390
Appaloosa Management
Appaloosa Management
Florida
$52M -$33.6M 1 0.73% Reduced
391
ACM
Argent Capital Management
Missouri
$51.1M +$61.4K 4 2.72% Increased
392
ORI
Oak Ridge Investments
Illinois
$50.8M +$279K 2 1.21% Increased
393
LCP
Lombardia Capital Partners
California
$50.2M +$12.7M 1 1.35% Increased
394
IRF
IBM Retirement Fund
New York
$50M -$1.19M 16 0.96% Reduced
395
BCMNY
Buckingham Capital Management (New York)
New York
$49.8M +$5.12M 4 4.03% Increased
396
BA
Broadview Advisors
Wisconsin
$49.6M +$15.3M 4 4.82% Increased
397
Manning & Napier Advisors
Manning & Napier Advisors
New York
$49.5M -$152M 4 0.19% Reduced
398
AC
Ascend Capital
California
$49.3M -$40.5M 2 1.64% Reduced
399
AC
Amici Capital
New York
$49.3M -$43.3M 1 1.56% Reduced
400
Palisade Capital Management
Palisade Capital Management
New Jersey
$49.1M -$2.86M 8 1.19% Reduced