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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
501
LCM
Lionstone Capital Management
New York
$28.3M $0 1 13.21% Maintained
502
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$28.2M +$6.14M 2 3.48% Increased
503
SAM
Steinberg Asset Management
New York
$28.1M +$5.12M 1 3.13% Increased
504
Los Angeles Capital Management
Los Angeles Capital Management
California
$28.1M -$1.09M 15 0.26% Reduced
505
DAM
Deltec Asset Management
New York
$28.1M +$3.82M 5 6.13% Increased
506
CHA
Cedar Hill Associates
Illinois
$27.9M +$8.67M 3 4.42% Increased
507
ICM
Intrepid Capital Management
Florida
$27.8M -$1.86M 1 8.47% Reduced
508
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$27.8M +$6.18M 26 0.89% Increased
509
Calamos Advisors
Calamos Advisors
Illinois
$27.7M -$19.5M 6 0.17% Reduced
510
SEI Investments
SEI Investments
Pennsylvania
$27.4M -$1.22M 31 0.24% Reduced
511
AG
Ashmore Group
United Kingdom
$27.2M +$5.2M 1 5.54% Increased
512
KG
Killen Group
Pennsylvania
$27.2M -$5.18M 3 1.94% Reduced
513
Andra AP-fonden
Andra AP-fonden
Sweden
$27.1M -$5.95M 9 0.77% Reduced
514
LCM
LionEye Capital Management
New York
$26.7M +$3.23M 1 1.07% Increased
515
ACP
Ashfield Capital Partners
California
$26.7M -$20.5M 4 1.42% Reduced
516
FCIM
Fairview Capital Investment Management
California
$26.7M +$4.52M 2 2.15% Increased
517
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$26.5M -$168K 5 1.46% Reduced
518
SFSIG
San Francisco Sentry Investment Group
California
$26.3M -$14.5K 2 15.71% Reduced
519
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$26.3M +$16.5M 10 0.32% Increased
520
WA
Westport Advisers
Connecticut
$26.3M $0 1 2.75% Maintained
521
Commerce Bank
Commerce Bank
Missouri
$26.3M -$897K 7 0.41% Reduced
522
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$26.1M -$936K 3 1.19% Reduced
523
LCM
Logan Capital Management
Pennsylvania
$26.1M +$240K 6 1.84% Increased
524
PGIM
Pacific Global Investment Management
California
$26M -$1.82M 8 4.85% Reduced
525
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$25.9M -$927K 1 0.77% Reduced