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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
ECM
Engine Capital Management
New York
$31.6M +$23.1M 2 12.79% Increased
577
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$31.5M +$27.8M 8 1.1% Increased
578
CIC
Cutler Investment Counsel
Oregon
$31.4M +$239K 2 4.95% Increased
579
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$31.4M +$2.92M 3 0.18% Increased
580
Axiom Investors
Axiom Investors
Connecticut
$31.3M -$48.6M 3 0.94% Reduced
581
Pinnacle Associates
Pinnacle Associates
New York
$31.2M -$1.41M 11 0.68% Reduced
582
SIC
Schwartz Investment Counsel
Michigan
$31.2M -$651K 1 1.52% Reduced
583
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$31.1M +$36.5M 2 0.44% Increased
584
MCM
McRae Capital Management
New Jersey
$31.1M +$7.73K 3 8.45% Increased
585
Swiss Life Asset Management
Swiss Life Asset Management
$30.9M -$264K 8 0.5% Reduced
586
Washington Trust
Washington Trust
Rhode Island
$30.9M -$52K 17 1.45% Reduced
587
MAM
Montanaro Asset Management
United Kingdom
$30.7M -$2.59M 1 4.62% Reduced
588
Cantor Fitzgerald
Cantor Fitzgerald
New York
$30.7M +$34M 4 0.6% New
589
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$30.7M +$4.25M 4 2.08% Increased
590
BCM
Bourgeon Capital Management
Connecticut
$30.5M +$4.4M 8 8.08% Increased
591
SCM
SG Capital Management
Illinois
$30.4M +$10M 5 19.06% Increased
592
AC
AltraVue Capital
Washington
$30.3M +$1.24M 2 4.45% Increased
593
Cetera Advisors
Cetera Advisors
Colorado
$30.3M -$1.9M 11 0.69% Reduced
594
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$30.2M +$4.4M 17 0.48% Increased
595
JCM
Jag Capital Management
Missouri
$30.1M +$951K 5 3.72% Increased
596
AAM
Alpine Associates Management
Florida
$30M +$11.1M 1 1.13% Increased
597
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$29.9M -$678K 49 1.29% Reduced
598
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$29.8M -$28.8M 2 0.51% Reduced
599
RHJA
Rice Hall James & Associates
California
$29.7M +$146K 11 1.43% Increased
600
SCM
Sandler Capital Management
New York
$29.6M +$3.01M 4 3.14% Increased