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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
GA
GFS Advisors
Texas
$25.7M +$1.36M 2 7.32% Increased
577
Karpus Investment Management
Karpus Investment Management
New York
$25.6M +$3.6M 1 0.93% Increased
578
Atwood & Palmer
Atwood & Palmer
Missouri
$25.6M -$18.3K 4 3.45% Reduced
579
NA
Neuburgh Advisers
California
$25.6M +$10.5M 18 0.82% Increased
580
Graham Capital Management
Graham Capital Management
Connecticut
$25.3M +$14M 1 0.75% Increased
581
Wolverine Trading
Wolverine Trading
Illinois
$25.1M +$14.8M 14 0.07% Increased
582
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$25.1M +$335K 30 0.42% Increased
583
Donald Smith & Co
Donald Smith & Co
New York
$25M +$2.75M 1 1% Increased
584
Pillar Pacific Capital Management
Pillar Pacific Capital Management
California
$24.9M -$47.4K 8 2.78% Reduced
585
BGI
BlueDrive Global Investors
United Kingdom
$24.9M -$24.1M 1 6.4% Reduced
586
IA
Icon Advisers
Colorado
$24.8M +$9.6M 8 2.34% Increased
587
ACPU
Arrowgrass Capital Partners (US)
Delaware
$24.8M +$2.03M 3 0.59% Increased
588
Pinnacle Associates
Pinnacle Associates
New York
$24.7M +$747K 8 0.58% Increased
589
M.D. Sass LLC
M.D. Sass LLC
New York
$24.6M -$17.7M 2 5.7% Reduced
590
Nissay Asset Management
Nissay Asset Management
Japan
$24.6M -$3.68M 8 0.62% Reduced
591
Summitry LLC
Summitry LLC
California
$24.6M +$446K 2 2.02% Increased
592
Yacktman Asset Management
Yacktman Asset Management
Texas
$24.3M -$5.73M 1 0.29% Reduced
593
Country Trust Bank
Country Trust Bank
Illinois
$24.3M +$196K 2 1.06% Increased
594
RI
Redwood Investments
Massachusetts
$24.3M -$4.66M 1 1.79% Reduced
595
CIM
Corbyn Investment Management
Maryland
$24.2M -$1.7M 2 8.54% Reduced
596
Huntington National Bank
Huntington National Bank
Ohio
$24.2M -$1.43M 30 0.39% Reduced
597
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$24.1M -$4.69M 19 0.69% Reduced
598
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$24M +$1.53M 8 1.57% Increased
599
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$24M -$840K 20 1.04% Reduced
600
Nicholas Company
Nicholas Company
Wisconsin
$23.9M +$226K 3 0.53% Increased