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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
401
MPAM
Monarch Partners Asset Management
Massachusetts
$37.3M +$1.83M 4 3.75% Increased
402
CM
CS McKee
Pennsylvania
$37.2M -$7.13M 2 1.59% Reduced
403
GH
GAM Holding
Switzerland
$37M -$950K 11 0.57% Reduced
404
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$36.6M +$18.6M 4 1.98% Increased
405
TCP
Tourbillon Capital Partners
New York
$36.5M +$31.6M 1 0.73% New
406
ZDA
Zweig-DiMenna Associates
New York
$36.5M -$8.81M 4 3.73% Reduced
407
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$36.4M -$600K 5 1.39% Reduced
408
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$36.4M -$3.19M 8 0.61% Reduced
409
MCM
McKinley Capital Management
Alaska
$36.3M +$18.5M 7 1.76% Increased
410
LCP
Lombardia Capital Partners
California
$36.2M -$15.2M 2 2.38% Reduced
411
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$36M -$4.26M 17 0.77% Reduced
412
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$35.9M +$1.1M 17 0.3% Increased
413
Robeco Schweiz
Robeco Schweiz
Switzerland
$35.9M +$13.3M 4 3.29% Increased
414
EA
Euclid Advisors
Connecticut
$35.8M +$1.39M 8 1.55% Increased
415
Hosking Partners
Hosking Partners
United Kingdom
$35.5M +$2.98M 2 1.48% Increased
416
Country Trust Bank
Country Trust Bank
Illinois
$35.4M -$218K 3 1.9% Reduced
417
Korea Investment Corp
Korea Investment Corp
South Korea
$35.2M +$6.37M 8 0.21% Increased
418
Saturna Capital
Saturna Capital
Washington
$35.1M $0 1 1.12% Maintained
419
KAM
Keeley Asset Management
Illinois
$34.9M -$3.14M 6 1.45% Reduced
420
RCM
Redwood Capital Management
New York
$34.8M -$957K 2 5.69% Reduced
421
Driehaus Capital Management
Driehaus Capital Management
Illinois
$34.7M +$2.43M 13 1.24% Increased
422
KI
Kalmar Investments
Delaware
$34.6M -$9.85M 1 1.53% Reduced
423
M&T Bank
M&T Bank
New York
$34.5M -$242K 17 0.23% Reduced
424
LW
Linscomb Wealth
Texas
$34.4M +$29.6M 5 3.47% Increased
425
VHMC
Value Holdings Management Company
New York
$34.2M -$694K 7 21.99% Reduced