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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
551
KCA
KKR Credit Advisors
California
$23.8M +$4.4M 3 2.99% Increased
552
3NC
300 North Capital
California
$23.5M +$5.02M 3 5.49% Increased
553
Ninety One (UK)
Ninety One (UK)
United Kingdom
$23.5M +$6.58M 4 0.17% Increased
554
HL Financial Services
HL Financial Services
Kentucky
$23.3M -$7.37M 5 0.82% Reduced
555
AAM
ACK Asset Management
Connecticut
$23.2M +$10.4M 2 8.93% Increased
556
MI
Markston International
New York
$23.2M -$1.5M 2 1.56% Reduced
557
Spot Trading
Spot Trading
Illinois
$23M -$1M 18 0.14% Reduced
558
Advisors Asset Management
Advisors Asset Management
Colorado
$22.9M -$4.01M 25 0.41% Reduced
559
ARTA
A.R.T. Advisors
New York
$22.9M -$1.14M 19 1.25% Reduced
560
CCP
Clough Capital Partners
Massachusetts
$22.8M -$5.66M 2 0.71% Reduced
561
AL
Airain Ltd
Guernsey
$22.7M +$11.8M 14 4.23% Increased
562
Winton Capital Management
Winton Capital Management
United Kingdom
$22.7M -$5.79M 12 0.27% Reduced
563
GCP
GSA Capital Partners
United Kingdom
$22.7M +$10.7M 27 1.79% Increased
564
R.M. Davis Inc
R.M. Davis Inc
Maine
$22.6M +$11M 4 1.52% Increased
565
GWM
Greenwich Wealth Management
Connecticut
$22.6M $0 4 1.62% Maintained
566
ZA
Zweig Advisers
Connecticut
$22.5M +$583K 2 3.34% Increased
567
LCP
Lombardia Capital Partners
California
$22.3M +$15M 2 0.72% Increased
568
Lyrical Asset Management
Lyrical Asset Management
New York
$22.2M +$5.33M 1 2.61% Increased
569
NM
Nokota Management
New York
$22.2M +$116K 2 0.97% Increased
570
MIU
Man Investments (UK)
United Kingdom
$22.1M +$11.9M 15 3.02% Increased
571
WPC
Waters Parkerson & Co
Louisiana
$22.1M -$563K 3 2.98% Reduced
572
NCM
Narwhal Capital Management
Georgia
$22.1M -$2.5K 3 10.59% Reduced
573
Braun Stacey Associates
Braun Stacey Associates
New York
$22.1M -$853K 2 1.36% Reduced
574
FCIM
Fairview Capital Investment Management
California
$22M +$149K 2 2.09% Increased
575
EULAV Asset Management
EULAV Asset Management
Florida
$21.9M +$4.67M 3 1.28% Increased