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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
426
Moore Capital Management
Moore Capital Management
New York
$50.6M +$12.7M 4 0.92% Increased
427
PP
PDT Partners
New York
$50.4M +$31.8M 5 1.46% Increased
428
Jefferies Group
Jefferies Group
New York
$50.2M -$2.93M 19 0.24% Reduced
429
BAWC
Black-and-white Capital
California
$50.1M +$6.76M 1 7.7% Increased
430
GL
Governors Lane
New York
$50.1M $0 1 1.83% Maintained
431
NIM
NXG Investment Management
Texas
$49.9M -$14.2M 7 1.51% Reduced
432
PCM
Penn Capital Management
Pennsylvania
$49.9M +$4.81M 6 3.48% Increased
433
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$49.7M -$21.5M 1 1.62% Reduced
434
QIM
Quantitative Investment Management
Virginia
$49.6M -$32.4M 16 0.73% Reduced
435
KMC
Kirr Marbach & Co
Indiana
$49.6M -$825K 3 9.96% Reduced
436
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$49.6M +$5.82M 8 1.69% Increased
437
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$49.5M +$1.74M 11 0.92% Increased
438
PC
Pier Capital
Connecticut
$49.4M +$7.45M 7 8.44% Increased
439
2L
22NW LP
Washington
$49.3M +$5.36M 9 24.28% Increased
440
Sentry Investments
Sentry Investments
Ontario, Canada
$49.1M +$5.36M 2 0.62% Increased
441
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$48.8M +$11.1M 15 1.33% Increased
442
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$48.2M +$1.13M 18 0.5% Increased
443
ELC
Edgar Lomax Company
Virginia
$48.2M -$1.25M 1 3.29% Reduced
444
MC
Maplelane Capital
New York
$48M +$21.3M 2 1.05% Increased
445
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$48M +$4.18M 3 2.61% Increased
446
Nomura Holdings
Nomura Holdings
Japan
$47.9M +$3.51M 15 0.08% Increased
447
TCM
Tributary Capital Management
Nebraska
$47.8M -$1.13M 6 4.16% Reduced
448
ACPU
Arrowgrass Capital Partners (US)
Delaware
$47.6M -$3.3M 2 0.46% Reduced
449
CBOA
Commonwealth Bank of Australia
Australia
$47.4M -$3.38M 13 0.46% Reduced
450
WI
Wafra Inc
New York
$46.8M +$5.79M 3 2.14% Increased