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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
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$27.2M -$19.3M 3 0.53% Reduced
502
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$27.1M -$4.62M 14 0.3% Reduced
503
1C
1060 Capital
Colorado
$27.1M -$25.6M 2 12.49% Reduced
504
Oppenheimer & Co
Oppenheimer & Co
New York
$27.1M -$1.49M 16 0.85% Reduced
505
Congress Asset Management
Congress Asset Management
Massachusetts
$27M +$1.28M 6 0.41% Increased
506
HA
Heartland Advisors
Wisconsin
$26.9M +$767K 3 2.22% Increased
507
Foresters Investment Management
Foresters Investment Management
New York
$26.8M +$4.88M 4 0.51% Increased
508
CAM
Claret Asset Management
Quebec, Canada
$26.8M -$1.23M 3 5.95% Reduced
509
Chilton Investment Company
Chilton Investment Company
Connecticut
$26.5M -$10.2M 2 0.97% Reduced
510
FCI
Financial Counselors Inc
Kansas
$26.5M +$804K 7 1.3% Increased
511
First Manhattan
First Manhattan
New York
$26.4M -$15.3M 13 0.16% Reduced
512
SCM
Schneider Capital Management
Pennsylvania
$26.3M +$9.76M 2 7.24% Increased
513
GA
GFS Advisors
Texas
$26.2M +$1.92M 2 7% Increased
514
WBC
Westpac Banking Corp
Australia
$25.9M +$4.36M 12 0.44% Increased
515
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$25.8M -$27M 12 0.12% Reduced
516
Winton Group
Winton Group
United Kingdom
$25.7M -$52.1M 10 0.55% Reduced
517
Ancora Advisors
Ancora Advisors
Ohio
$25.5M -$3.43M 13 1.23% Reduced
518
Element Capital Management
Element Capital Management
New York
$25.5M -$68.5M 9 0.72% Reduced
519
PC
Packer & Co
Australia
$25.5M $0 1 3.14% Maintained
520
TAM
THB Asset Management
Connecticut
$25.5M +$7.14M 5 3.79% Increased
521
CIM
Corda Investment Management
Texas
$25.4M -$711K 1 3.12% Reduced
522
FBA
Front Barnett Associates
Illinois
$25.3M +$239K 2 4.61% Increased
523
CIC
Cutler Investment Counsel
Oregon
$25.2M -$65.4K 2 5.43% Reduced
524
Huntington National Bank
Huntington National Bank
Ohio
$25.2M -$2.49M 29 0.45% Reduced
525
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$25.1M -$2.62M 25 0.78% Reduced