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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
576
WPC
Waters Parkerson & Co
Louisiana
$20M -$94.8K 3 2.14% Reduced
577
LCM
Lomas Capital Management
New York
$20M +$20.1M 2 4.04% New
578
CC
Cipher Capital
New York
$19.9M +$5.88M 10 1.4% Increased
579
WP
WMS Partners
Maryland
$19.9M +$284K 4 2.76% Increased
580
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
$19.8M -$6.49M 2 1.93% Reduced
581
ICM
IronBridge Capital Management
Illinois
$19.7M +$4.6M 3 0.86% Increased
582
FBA
Front Barnett Associates
Illinois
$19.6M -$4.57K 2 3.98% Reduced
583
EBIM
Eagle Boston Investment Management
Massachusetts
$19.6M +$497K 2 2.66% Increased
584
VBCP
Vollero Beach Capital Partners
New York
$19.4M +$13.4M 5 4.42% Increased
585
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$19.4M +$7.63M 2 3.51% Increased
586
First Pacific Advisors
First Pacific Advisors
California
$19.3M -$2.75M 1 0.16% Reduced
587
HIM
Hanlon Investment Management
New Jersey
$19.2M +$1.97M 4 1.67% Increased
588
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$19.2M $0 2 0.25% Maintained
589
Meyer Handelman Company
Meyer Handelman Company
New York
$19.1M -$475K 2 0.86% Reduced
590
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$19M +$672K 2 0.85% Increased
591
SCM
Schneider Capital Management
Pennsylvania
$18.8M +$972K 2 3.52% Increased
592
AC
AFAM Capital
Texas
$18.8M +$177K 4 3.1% Increased
593
OCG
Opus Capital Group
Ohio
$18.7M +$3.41M 4 4.16% Increased
594
PP
PDT Partners
New York
$18.7M -$10.9M 7 1.48% Reduced
595
RiverFront Investment Group
RiverFront Investment Group
Virginia
$18.7M -$21K 1 0.5% Reduced
596
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$18.2M +$127K 9 0.09% Increased
597
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$18.1M +$17.9M 14 0.27% New
598
BI
Bulldog Investors
New Jersey
$18.1M $0 2 4.66% Maintained
599
PRA
Parametric Risk Advisors
Connecticut
$18.1M -$980K 2 1.19% Reduced
600
ACM
Argent Capital Management
Missouri
$18M +$11.2M 8 0.81% Increased