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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
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$24.7M -$2.27M 4 1.97% Reduced
552
CRCP
Copper Rock Capital Partners
Massachusetts
$24.6M -$13.5M 1 1.82% Reduced
553
DAM
Deltec Asset Management
New York
$24.4M -$1.68M 5 5.36% Reduced
554
LCM
Logan Capital Management
Pennsylvania
$24.4M -$1.03M 6 1.79% Reduced
555
Starboard Value
Starboard Value
New York
$24.3M +$24.2M 1 0.55% New
556
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$24.3M +$1.07M 21 0.44% Increased
557
BCM
Bodri Capital Management
California
$24.2M +$6.29M 4 13.4% Increased
558
ED
Exane Derivatives
France
$24.1M +$781K 7 2.59% Increased
559
SGCIA
Smith Graham & Co Investment Advisors
Texas
$24M -$2.32M 5 3.23% Reduced
560
SCM
Sandler Capital Management
New York
$24M +$8.59M 3 2.13% Increased
561
Washington Trust
Washington Trust
Rhode Island
$23.9M +$83.9K 3 1.58% Increased
562
EBIM
Eagle Boston Investment Management
Massachusetts
$23.9M -$13.8M 2 3.01% Reduced
563
Congress Asset Management
Congress Asset Management
Massachusetts
$23.9M -$8.26M 4 0.69% Reduced
564
GA
GFS Advisors
Texas
$23.9M +$739K 4 7.86% Increased
565
KG
Killen Group
Pennsylvania
$23.8M -$2.51M 3 1.8% Reduced
566
ZC
Zelman Capital
Ohio
$23.7M -$774K 3 5.91% Reduced
567
WA
Westport Advisers
Connecticut
$23.7M -$1.76M 1 2.58% Reduced
568
SFSIG
San Francisco Sentry Investment Group
California
$23.7M -$4.35M 2 14.17% Reduced
569
PCM
Portolan Capital Management
Massachusetts
$23.6M +$9.25M 3 3.3% Increased
570
Reinhart Partners
Reinhart Partners
Wisconsin
$23.4M -$44.5K 3 2.17% Reduced
571
Jane Street
Jane Street
New York
$23.4M +$11.6M 18 0.15% Increased
572
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$23.3M -$3.17M 24 0.68% Reduced
573
PCM
Proxima Capital Management
New York
$23.2M -$9.19M 1 3.32% Reduced
574
AAP
Ardsley Advisory Partners
Connecticut
$23.2M +$15.9M 8 2.91% Increased
575
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$23.2M -$1.47M 10 0.74% Reduced