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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
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$54.1M +$29.7M 67 0.6% Increased
377
RHBC
R.H. Bluestein & Co
Michigan
$53.5M +$2.71M 11 2.68% Increased
378
SCM
Stadium Capital Management
Connecticut
$53.4M $0 1 25.27% Maintained
379
Calamos Advisors
Calamos Advisors
Illinois
$53.1M +$13.8M 7 0.34% Increased
380
SAM
Southernsun Asset Management
Tennessee
$53M -$12.1M 1 6.94% Reduced
381
AAM
ACK Asset Management
Connecticut
$52.7M -$3.99M 4 27.1% Reduced
382
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$52.7M -$2.39M 2 1.49% Reduced
383
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$52.6M -$405K 7 0.74% Reduced
384
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$52.5M -$774K 7 2.83% Reduced
385
KeyBank National Association
KeyBank National Association
Ohio
$51M -$268K 13 0.28% Reduced
386
GIP
Granite Investment Partners
California
$50.8M +$4.33M 5 2.25% Increased
387
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$50.6M -$2.36M 44 0.86% Reduced
388
WBC
Westpac Banking Corp
Australia
$50.4M +$292K 11 0.68% Increased
389
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$49.9M -$23M 11 0.04% Reduced
390
SGCIA
Smith Graham & Co Investment Advisors
Texas
$49.8M +$3.25M 6 5.67% Increased
391
Ruffer LLP
Ruffer LLP
United Kingdom
$49.5M -$11.2M 4 2.3% Reduced
392
Colony Group
Colony Group
Massachusetts
$49.2M -$366K 7 1.28% Reduced
393
ACM
Argent Capital Management
Missouri
$48.9M -$810K 2 1.87% Reduced
394
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$48.6M -$386K 1 1.14% Reduced
395
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$48.6M -$763K 7 1.14% Reduced
396
Bartlett & Co
Bartlett & Co
Ohio
$48.4M -$763K 7 1.14% Reduced
397
Braun Stacey Associates
Braun Stacey Associates
New York
$48M -$447K 3 2.57% Reduced
398
ALPS Advisors
ALPS Advisors
Colorado
$47.9M -$13.6M 12 0.7% Reduced
399
Ancora Advisors
Ancora Advisors
Ohio
$47.7M -$674K 24 1.89% Reduced
400
Homestead Advisers
Homestead Advisers
Virginia
$47.5M +$5.49M 5 1.3% Increased