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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
Colony Group
Colony Group
Massachusetts
$34M +$8.99M 6 1.08% Increased
502
SW
SVB Wealth
Massachusetts
$33.9M +$4.72M 8 1.14% Increased
503
CEP
Chicago Equity Partners
Illinois
$33.8M +$2.17M 11 1.51% Increased
504
IFLIT
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$33.8M +$1.1M 1 4.49% Increased
505
MPAM
Monarch Partners Asset Management
Massachusetts
$33.7M +$4.55M 5 4.84% Increased
506
Martingale Asset Management
Martingale Asset Management
Massachusetts
$33.7M +$4.25M 8 0.35% Increased
507
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$33.2M +$9.19M 2 2.41% Increased
508
TAM
THB Asset Management
Connecticut
$32.9M +$912K 6 5.24% Increased
509
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$32.7M -$13.5M 5 0.61% Reduced
510
WI
Wafra Inc
New York
$32.7M -$8.63M 2 1.1% Reduced
511
FSCM
Front Street Capital Management
Montana
$32.6M +$366K 2 8.5% Increased
512
Zacks Investment Management
Zacks Investment Management
Illinois
$32.5M -$5.48M 14 0.67% Reduced
513
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$32.3M +$11.2M 7 0.29% Increased
514
EP
Elkfork Partners
Oregon
$32.1M +$17.5M 18 0.78% Increased
515
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$32M -$9.8M 12 0.6% Reduced
516
SCA
Summit Creek Advisors
Minnesota
$32M +$196K 2 5.38% Increased
517
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$31.8M -$6.47M 12 1.2% Reduced
518
Oaktree Capital Management
Oaktree Capital Management
California
$31.7M +$5M 3 0.6% Increased
519
FCI
Financial Counselors Inc
Kansas
$31.7M -$187K 8 1.29% Reduced
520
Soros Fund Management
Soros Fund Management
New York
$31.6M +$29.4M 1 0.74% New
521
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$31.4M +$2.21M 7 0.76% Increased
522
CAM
Claret Asset Management
Quebec, Canada
$31.1M -$1.11M 3 6.44% Reduced
523
CAM
Cortina Asset Management
Wisconsin
$31M -$26.5M 3 1.92% Reduced
524
STB
S&T Bank
Pennsylvania
$31M -$383K 3 6.79% Reduced
525
HAM
Hillcrest Asset Management
Texas
$31M +$185K 3 4.83% Increased