← All themes

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
476
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$26.2M -$2.87M 8 0.56% Reduced
477
TAM
Third Avenue Management
New York
$26.1M -$5.28M 5 0.84% Reduced
478
RIM
Ranger Investment Management
Texas
$26M +$17.4M 3 1.53% Increased
479
MPMG
Minneapolis Portfolio Management Group
Minnesota
$25.8M -$966K 2 4.3% Reduced
480
PEAK6 Group
PEAK6 Group
Illinois
$25.7M -$23M 15 0.17% Reduced
481
Engineers Gate Manager
Engineers Gate Manager
New York
$25.6M +$11.6M 11 1.73% Increased
482
NIP
Nicholas Investment Partners
California
$25.5M +$10.9M 5 1.76% Increased
483
IAM
Impax Asset Management
New Hampshire
$25.4M +$6.13M 3 1.41% Increased
484
Virtu KCG Holdings
Virtu KCG Holdings
New York
$25.2M +$8.02M 30 0.43% Increased
485
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$25.2M +$725K 2 2.9% Increased
486
VAM
Visium Asset Management
New York
$25.2M -$42.1M 7 0.38% Reduced
487
Utah Retirement Systems
Utah Retirement Systems
Utah
$25.1M -$160K 16 0.68% Reduced
488
Eventide Asset Management
Eventide Asset Management
Massachusetts
$24.9M -$5.64M 1 1.24% Reduced
489
USS Investment Management
USS Investment Management
United Kingdom
$24.9M -$66.7M 1 0.41% Reduced
490
ALPS Advisors
ALPS Advisors
Colorado
$24.8M +$20.5M 11 0.24% Increased
491
SCM
Snow Capital Management
Pennsylvania
$24.8M -$509K 3 0.99% Reduced
492
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$24.7M -$3.58M 28 0.8% Reduced
493
Oppenheimer & Co
Oppenheimer & Co
New York
$24.6M -$4.02M 13 0.73% Reduced
494
BCM
Billings Capital Management
Virginia
$24.6M +$25M 2 26.5% New
495
PCM
Perritt Capital Management
Illinois
$24.5M -$2.59M 11 5.31% Reduced
496
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$24.4M +$314K 10 0.64% Increased
497
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$24M -$1.06M 44 0.44% Reduced
498
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$23.9M -$1.26M 8 0.59% Reduced
499
LG
Leuthold Group
Minnesota
$23.8M +$23.4M 5 2.49% Increased
500
SAM
Sentinel Asset Management
Vermont
$23.7M +$11.3M 2 0.6% Increased