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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
TCM
Timpani Capital Management
Wisconsin
$23.4M +$2M 5 9.29% Increased
527
CCP
Clarkston Capital Partners
Michigan
$23.2M +$466K 2 1.12% Increased
528
IA
Icon Advisers
Colorado
$23.1M -$8.32M 9 1.53% Reduced
529
ZDA
Zweig-DiMenna Associates
New York
$22.9M -$15.8M 4 1.86% Reduced
530
KCM
Knighthead Capital Management
New York
$22.8M +$486K 1 3.27% Increased
531
HCM
Hitchwood Capital Management
New York
$22.7M +$23.6M 1 0.7% New
532
PIA
Piedmont Investment Advisors
North Carolina
$22.7M +$3.49M 8 0.49% Increased
533
HCM
Hutchinson Capital Management
California
$22.7M -$252K 2 7.07% Reduced
534
Burney Company
Burney Company
Virginia
$22.6M -$212K 5 1.6% Reduced
535
Bridgewater Associates
Bridgewater Associates
Connecticut
$22.5M -$2.83M 3 0.22% Reduced
536
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$22.5M -$628K 10 0.56% Reduced
537
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$22.5M -$4.35M 4 2.36% Reduced
538
Meyer Handelman Company
Meyer Handelman Company
New York
$22.4M $0 2 1% Maintained
539
Virtu KCG Holdings
Virtu KCG Holdings
New York
$22.3M -$10.5M 35 0.53% Reduced
540
BRC
Blue Ridge Capital
New York
$22.2M $0 1 0.26% Maintained
541
VDBMI
Van Den Berg Management I
Texas
$22.2M +$7.49M 4 2.74% Increased
542
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$22.2M -$699K 8 0.48% Reduced
543
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$22.1M +$10.3M 3 3.13% Increased
544
MPIA
Mountain Pacific Investment Advisers
Idaho
$22.1M +$1.63M 1 2.47% Increased
545
Washington Trust
Washington Trust
Rhode Island
$22M -$528K 4 1.45% Reduced
546
Oppenheimer & Co
Oppenheimer & Co
New York
$22M -$587K 16 0.64% Reduced
547
SC
Sasco Capital
Connecticut
$21.9M -$111M 2 0.55% Reduced
548
SH
SeaTown Holdings
Singapore
$21.9M +$10.6M 2 4.14% Increased
549
Commerce Bank
Commerce Bank
Missouri
$21.7M -$807K 10 0.34% Reduced
550
TC
Towle & Co
Colorado
$21.7M +$163K 1 3.63% Increased