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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
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$32M -$3.12M 3 0.2% Reduced
577
MAM
Montanaro Asset Management
United Kingdom
$32M +$8.72M 1 4.9% Increased
578
Vident Investment Advisory
Vident Investment Advisory
Georgia
$32M +$2.55M 11 1.04% Increased
579
Swiss Life Asset Management
Swiss Life Asset Management
$32M +$785K 7 0.55% Increased
580
CIC
Cutler Investment Counsel
Oregon
$31.9M -$184K 2 5.3% Reduced
581
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$31.9M +$6.12M 4 1.53% Increased
582
Glazer Capital LLC
Glazer Capital LLC
New York
$31.6M +$30.3M 1 0.58% New
583
Advisors Capital Management
Advisors Capital Management
New Jersey
$31.6M +$2.18M 3 0.84% Increased
584
EIA
Edgemoor Investment Advisors
Maryland
$31.5M +$4.53M 3 4.2% Increased
585
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$31.4M +$1.91M 6 0.64% Increased
586
Axiom Investors
Axiom Investors
Connecticut
$31.1M -$3.53M 3 0.65% Reduced
587
Samlyn Capital
Samlyn Capital
New York
$31.1M -$1.03M 1 0.58% Reduced
588
NC
Nekton Capital
United Kingdom
$31M +$18.5M 2 8.45% Increased
589
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$30.9M -$291K 7 2.13% Reduced
590
MCM
McRae Capital Management
New Jersey
$30.8M -$825K 3 9.37% Reduced
591
Hantz Financial Services
Hantz Financial Services
Michigan
$30.4M +$2.82M 24 1.05% Increased
592
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$30.3M +$1.46M 2 0.53% Increased
593
AP
Atwood & Palmer
Missouri
$30.3M +$318K 5 3% Increased
594
TCW Group
TCW Group
California
$30.2M +$25.1K 7 0.44% Increased
595
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$30.2M +$216K 49 1.35% Increased
596
LCM
Lionstone Capital Management
New York
$30.1M $0 1 12.55% Maintained
597
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$30M -$77.9K 3 1.03% Reduced
598
LIM
Lathrop Investment Management
Arkansas
$29.8M -$1.11M 2 7.87% Reduced
599
InterOcean Capital Group
InterOcean Capital Group
Tennessee
$29.7M +$3.51M 2 1.22% Increased
600
CI
Cooper Investors
Australia
$29.5M -$25M 1 2.78% Reduced