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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
476
Suntrust Banks
Suntrust Banks
Georgia
$36.4M +$782K 12 0.19% Increased
477
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$36.4M +$18.2M 10 0.74% Increased
478
Karpus Investment Management
Karpus Investment Management
New York
$36.3M +$10M 2 1.39% Increased
479
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$36M -$4.52M 18 0.5% Reduced
480
GHCM
Glen Harbor Capital Management
California
$36M +$6.01M 23 0.75% Increased
481
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$36M +$2.41M 18 0.32% Increased
482
OI
Oakbrook Investments
Illinois
$35.7M +$139K 12 2.32% Increased
483
PP
Paloma Partners
Connecticut
$35.4M +$367K 36 0.74% Increased
484
CEP
Chicago Equity Partners
Illinois
$35.3M +$690K 12 1.68% Increased
485
Creative Planning
Creative Planning
Kansas
$34.9M -$1.52M 17 0.11% Reduced
486
NTCM
Nut Tree Capital Management
New York
$34.9M $0 1 10.69% Maintained
487
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$34.8M +$1.64M 3 2.12% Increased
488
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$34.8M +$14.7M 2 0.36% Increased
489
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$34.7M +$2.07M 8 0.83% Increased
490
Phoenix Financial
Phoenix Financial
Israel
$34.6M +$35.4M 3 1.64% New
491
SAM
Shell Asset Management
Netherlands
$34.1M -$8.48M 27 0.78% Reduced
492
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$34.1M -$2.14M 25 1% Reduced
493
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$34.1M +$11.8M 19 0.81% Increased
494
LIM
Lathrop Investment Management
Arkansas
$33.9M -$125K 2 9.36% Reduced
495
IFLIT
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$33.8M $0 1 4.3% Maintained
496
Oppenheimer & Co
Oppenheimer & Co
New York
$33.8M -$1.55M 17 0.92% Reduced
497
MCM
Marcato Capital Management
California
$33.8M $0 1 26.58% Maintained
498
TAM
THB Asset Management
Connecticut
$33.6M +$439K 7 6.23% Increased
499
PCM
Penn Capital Management
Pennsylvania
$33.4M -$13.1M 7 3.48% Reduced
500
NCM
Narwhal Capital Management
Georgia
$33.4M +$26.3K 2 6.71% Increased