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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
$70.6M -$1.48M 3 9.56% Reduced
377
ACM
Ashford Capital Management
Delaware
$70.6M -$13.5M 2 10.04% Reduced
378
AAM
ACK Asset Management
Connecticut
$70.6M +$36.3M 4 19.75% Increased
379
Commerce Bank
Commerce Bank
Missouri
$69.9M -$781K 13 0.57% Reduced
380
Bridgewater Associates
Bridgewater Associates
Connecticut
$69.8M +$13.3M 9 0.3% Increased
381
PPC
Park Presidio Capital
California
$69.5M -$23.6M 2 15% Reduced
382
WIM
Weitz Investment Management
Nebraska
$69.4M +$829K 2 3.63% Increased
383
ACM
Alua Capital Management
New York
$68.8M +$9.73M 1 5.99% Increased
384
AE Wealth Management
AE Wealth Management
Kansas
$68.7M +$20.1M 13 0.55% Increased
385
Colony Group
Colony Group
Massachusetts
$68.3M -$1.47M 9 1.17% Reduced
386
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$66.9M +$1.33M 4 4.61% Increased
387
Emerald Advisers
Emerald Advisers
Pennsylvania
$66.9M -$20.6M 6 3.44% Reduced
388
CU
CDAM (UK)
United Kingdom
$66.2M -$123K 1 9.9% Reduced
389
Soros Fund Management
Soros Fund Management
New York
$66M +$53.9M 1 1.18% Increased
390
Los Angeles Capital Management
Los Angeles Capital Management
California
$64.5M +$23.5M 17 0.32% Increased
391
Chilton Investment Company
Chilton Investment Company
Connecticut
$64.1M +$8.52M 1 1.79% Increased
392
USS Investment Management
USS Investment Management
United Kingdom
$64.1M -$37.2M 8 0.64% Reduced
393
GF
Greenhouse Funds
Maryland
$63.9M +$12.3M 2 7.05% Increased
394
RCW
Rheos Capital Works
Japan
$63.5M +$25.7M 4 4.77% Increased
395
GACM
Global Alpha Capital Management
Quebec, Canada
$62.7M -$6.27M 3 6.76% Reduced
396
WCM Investment Management
WCM Investment Management
California
$62.5M +$15M 4 0.22% Increased
397
WI
Wafra Inc
New York
$62.3M +$12M 2 2.37% Increased
398
FP
Foundry Partners
Minnesota
$62M +$1.77M 8 3.73% Increased
399
Oaktree Capital Management
Oaktree Capital Management
California
$61.7M -$42.8M 2 0.72% Reduced
400
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$61.4M +$1.95M 15 1.24% Increased