← All themes

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
VDBMI
Van Den Berg Management I
Texas
$32.1M +$538K 2 5.38% Increased
527
FBA
Front Barnett Associates
Illinois
$32M +$320K 2 4.78% Increased
528
OCAM
Onex Canada Asset Management
Ontario, Canada
$31.8M +$14.6K 2 1.81% Increased
529
HAM
Hillcrest Asset Management
Texas
$31.5M -$1.15M 3 4.8% Reduced
530
ACM
Atlanta Capital Management
Georgia
$31.3M +$3.97M 1 0.13% Increased
531
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$31.3M +$22.4M 8 0.43% Increased
532
Ariel Investments
Ariel Investments
Illinois
$31.2M -$219K 1 0.39% Reduced
533
TCM
Tran Capital Management
California
$31.1M -$2.13M 1 3.61% Reduced
534
NCM
Narwhal Capital Management
Georgia
$31M -$741K 2 5.7% Reduced
535
SW
SVB Wealth
Massachusetts
$31M -$1.45M 8 0.57% Reduced
536
Nicholas Company
Nicholas Company
Wisconsin
$30.9M +$5.51M 3 0.65% Increased
537
CAAM
Cape Ann Asset Management
United Kingdom
$30.8M +$28.5M 1 18.91% New
538
ARGA Investment Management
ARGA Investment Management
Connecticut
$30.6M +$1.26M 2 3.48% Increased
539
Natixis
Natixis
France
$30.5M -$17.2M 8 0.19% Reduced
540
Hosking Partners
Hosking Partners
United Kingdom
$30.3M -$1.16M 2 0.74% Reduced
541
BAPIM
British Airways Pensions Investment Management
United Kingdom
$30.1M +$20.1M 3 1.28% Increased
542
Karpus Investment Management
Karpus Investment Management
New York
$30M -$6.58M 1 1% Reduced
543
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$29.9M +$18.4M 3 0.58% Increased
544
KA
Kerrisdale Advisers
Florida
$29.8M +$29.4M 2 10.53% New
545
RCM
Red Cedar Management
Utah
$29.7M -$2.31M 3 25.9% Reduced
546
PC
Packer & Co
Australia
$29.6M $0 1 2.77% Maintained
547
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$29.4M -$25.5M 16 0.72% Reduced
548
Manning & Napier Group
Manning & Napier Group
New York
$29.3M +$1.21M 3 0.32% Increased
549
NRS
Neville Rodie & Shaw
New York
$29.3M -$222K 5 2.87% Reduced
550
KOCAA
Knights of Columbus Asset Advisors
Connecticut
$29.3M +$28.4M 11 2.59% Increased