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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
RIG
Roosevelt Investment Group
New York
$28.7M -$4.48M 4 2.61% Reduced
502
GCP
GSA Capital Partners
United Kingdom
$28.6M -$256K 30 1.53% Reduced
503
FCM
Flinton Capital Management
Pennsylvania
$28.5M +$5.2M 18 1.1% Increased
504
Zacks Investment Management
Zacks Investment Management
Illinois
$28.5M +$2.44M 11 0.73% Increased
505
1SAMC
12th Street Asset Management Company
Tennessee
$28.5M +$1.07M 1 8.26% Increased
506
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$28.4M -$67M 1 0.19% Reduced
507
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$28.4M -$2.12M 8 0.68% Reduced
508
NA
Neuburgh Advisers
California
$28.3M +$3.32M 16 1.12% Increased
509
PIA
Piedmont Investment Advisors
North Carolina
$28.3M -$5.27M 4 0.59% Reduced
510
R.M. Davis Inc
R.M. Davis Inc
Maine
$28.2M +$2.1M 4 1.27% Increased
511
QAM
QCI Asset Management
New York
$28M +$3.44M 6 3.53% Increased
512
RCM
Redwood Capital Management
New York
$27.9M -$2.07M 2 3.29% Reduced
513
FCIM
Fairview Capital Investment Management
California
$27.8M +$1.1M 2 1.99% Increased
514
ZDA
Zweig-DiMenna Associates
New York
$27.7M +$1.01M 4 2.54% Increased
515
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$27.4M -$403K 1 0.61% Reduced
516
Burney Company
Burney Company
Virginia
$27.3M +$454K 4 1.8% Increased
517
TAM
Third Avenue Management
New York
$27.2M -$1.87M 6 1.24% Reduced
518
KCM
Knighthead Capital Management
New York
$27.2M -$4.36M 1 3.98% Reduced
519
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$27.2M +$4.54M 9 0.4% Increased
520
PFC
Phocas Financial Corp
California
$26.9M -$6.38M 3 2.49% Reduced
521
SW
SVB Wealth
Massachusetts
$26.8M -$8.4M 6 1.07% Reduced
522
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$26.7M +$18.8M 1 0.31% Increased
523
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$26.7M +$969K 9 0.61% Increased
524
ECP
Electron Capital Partners
New York
$26.4M +$16.3M 3 7.76% Increased
525
SCM
Suffolk Capital Management
New York
$26.4M +$7.35M 4 3.53% Increased