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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
526
NRC
North Run Capital
Massachusetts
$26.5M +$24.9M 1 2.6% New
527
CIM
Corda Investment Management
Texas
$26.3M -$517K 1 4.91% Reduced
528
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$26M -$206K 1 2.31% Reduced
529
Whitebox Advisors
Whitebox Advisors
Minnesota
$26M +$3.57M 6 1.12% Increased
530
CHA
Cedar Hill Associates
Illinois
$25.9M +$508K 3 4.07% Increased
531
CPIM
Columbia Partners Investment Management
Virginia
$25.8M +$7.86M 6 1.59% Increased
532
Commerce Bank
Commerce Bank
Missouri
$25.7M -$2.44M 7 0.4% Reduced
533
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$25.7M -$312K 10 0.3% Reduced
534
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$25.6M +$994K 2 2.67% Increased
535
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
$25.6M +$2.36M 2 2.73% Increased
536
FCIM
Fairview Capital Investment Management
California
$25.6M +$828K 2 2.12% Increased
537
GIM
GCA Investment Management
New York
$25.5M +$17.2M 2 10.48% New
538
WBG
Wharton Business Group
Pennsylvania
$25.3M -$297K 2 1.68% Reduced
539
Intact Investment Management
Intact Investment Management
Quebec, Canada
$25.2M -$5.74M 3 1.04% Reduced
540
Viking Global Investors
Viking Global Investors
Connecticut
$25.2M +$23.6M 1 0.1% New
541
Foresters Investment Management
Foresters Investment Management
New York
$25.2M -$30M 2 0.48% Reduced
542
Burney Company
Burney Company
Virginia
$25.1M -$227K 4 1.71% Reduced
543
MAMU
Marathon Asset Management (UK)
United Kingdom
$25.1M -$577K 1 0.57% Reduced
544
DS
Dudley & Shanley
Florida
$25M +$54.1K 1 4.97% Increased
545
CCM
Cadence Capital Management
Massachusetts
$25M +$2.64M 6 1.39% Increased
546
GMCM
Gruber & McBaine Capital Management
California
$24.9M +$1.96M 10 6.75% Increased
547
ACP
Ashfield Capital Partners
California
$24.9M -$938K 4 1.36% Reduced
548
SL
Summitry LLC
California
$24.8M +$225K 1 2.83% Increased
549
PIM
Profit Investment Management
Maryland
$24.8M -$25.4M 3 2.86% Reduced
550
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$24.7M +$615K 14 0.17% Increased