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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
601
FMW
Farr Miller & Washington
District of Columbia
$20.3M +$7.95M 2 2.33% Increased
602
CCM
Cadian Capital Management
New York
$20.3M +$7.03M 1 0.55% Increased
603
Meyer Handelman Company
Meyer Handelman Company
New York
$20.3M +$99.7K 3 0.92% Increased
604
FIM
FourPoints Investment Managers
France
$20.3M -$7.01M 2 4.23% Reduced
605
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$20.2M -$123K 1 0.48% Reduced
606
DVM
Dreman Value Management
Florida
$20.2M +$3M 9 1.75% Increased
607
Miller Howard Investments
Miller Howard Investments
New York
$20.1M -$119K 2 0.3% Reduced
608
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$20.1M -$60.4M 5 0.27% Reduced
609
Empyrean Capital Partners
Empyrean Capital Partners
California
$20M -$9.99M 1 1% Reduced
610
Channing Capital Management
Channing Capital Management
Illinois
$19.9M -$1.45M 1 0.91% Reduced
611
KCA
KR Capital Advisors
New York
$19.9M -$208K 5 6.79% Reduced
612
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$19.8M +$6.6M 3 3.12% Increased
613
TP
Theleme Partners
United Kingdom
$19.7M +$19.1M 1 1.32% New
614
WPC
Waters Parkerson & Co
Louisiana
$19.6M +$867K 3 2.29% Increased
615
Gofen & Glossberg
Gofen & Glossberg
Illinois
$19.5M -$3.67M 3 0.84% Reduced
616
Virtu KCG Holdings
Virtu KCG Holdings
New York
$19.5M -$2.8M 27 0.4% Reduced
617
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$19.3M +$6.14M 13 0.73% Increased
618
OI
Oakbrook Investments
Illinois
$19.3M -$2.59M 4 1.04% Reduced
619
RBA
Richard Bernstein Advisors
New York
$19.3M -$7.66M 10 2.52% Reduced
620
ICAP
Independence Capital Asset Partners
Colorado
$19.2M -$14M 1 2.99% Reduced
621
Barings
Barings
North Carolina
$19.2M -$6.95M 9 0.44% Reduced
622
1M
13D Management
New York
$19.2M +$964K 2 4.88% Increased
623
SR
Sloane Robinson
United Kingdom
$19.2M +$21.1M 1 28.79% New
624
JVBC
J.V. Bruni & Co
Colorado
$19M +$430K 1 3.28% Increased
625
ERM
Elm Ridge Management
New York
$19M +$4.73M 1 1.98% Increased