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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
LCS
Levin Capital Strategies
New York
$54.2M +$214K 6 5.85% Increased
577
SC
Steginsky Capital
New York
$54M -$119K 1 14.88% Reduced
578
EIA
Edgemoor Investment Advisors
Maryland
$54M +$1.07M 2 5.65% Increased
579
WGAM
Wilkinson Global Asset Management
New York
$54M -$756K 1 3.72% Reduced
580
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$53.4M +$10.2M 16 1.14% Increased
581
AIP
ARS Investment Partners
New York
$53.4M +$13M 6 5.92% Increased
582
MCI
McDonald Capital Investors
California
$53.3M -$881K 1 3.72% Reduced
583
Chilton Capital Management
Chilton Capital Management
Texas
$53.2M +$2.74M 8 2.7% Increased
584
Hantz Financial Services
Hantz Financial Services
Michigan
$52.7M -$3.32M 25 1.15% Reduced
585
Washington Trust
Washington Trust
Rhode Island
$52.4M +$8.62M 12 2.07% Increased
586
Twin Tree Management
Twin Tree Management
Texas
$51.5M +$2.19M 12 0.1% Increased
587
First Manhattan
First Manhattan
New York
$51.3M -$2.04M 19 0.18% Reduced
588
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$51.3M -$456K 4 2.1% Reduced
589
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$51.1M -$799K 6 0.16% Reduced
590
USAA
United Services Automobile Association
Texas
$50.7M +$13M 5 1.12% Increased
591
TCW Group
TCW Group
California
$50.6M +$7.45M 8 0.56% Increased
592
JCM
JS Capital Management
New York
$50.5M +$8.53M 1 6.04% Increased
593
Private Management Group
Private Management Group
California
$50.5M +$3.57M 4 1.93% Increased
594
MIM
Montgomery Investment Management
Maryland
$50.5M -$30.1K 4 15.5% Reduced
595
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$50.2M $0 4 2.61% Maintained
596
Glenview Trust
Glenview Trust
Kentucky
$50M -$9.16M 5 1.23% Reduced
597
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$49.5M +$913K 7 1.81% Increased
598
PWLP
Prio Wealth Limited Partnership
Massachusetts
$49.3M +$557K 3 1.69% Increased
599
RCMC
RK Capital Management (Colorado)
Colorado
$49.2M +$5.54M 3 10.48% Increased
600
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$49.2M +$4.29M 31 1.26% Increased