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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
FAM
Foundation Asset Management
New York
$21.3M -$2.47M 1 6.49% Reduced
602
WPC
Waters Parkerson & Co
Louisiana
$21.3M -$887K 3 2.15% Reduced
603
Capital International Inc
Capital International Inc
California
$21.2M -$8.28M 2 2.63% Reduced
604
PGIM
Pacific Global Investment Management
California
$21.1M +$110K 7 4.3% Increased
605
Douglas Lane & Associates
Douglas Lane & Associates
New York
$21.1M -$590K 4 0.54% Reduced
606
ACP
Arrowgrass Capital Partners
United Kingdom
$21.1M +$18.2M 1 2.55% New
607
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
$21M -$8.88M 3 1.79% Reduced
608
AC
AFAM Capital
Texas
$21M -$845K 4 3.18% Reduced
609
BG
Bollard Group
Massachusetts
$21M +$189K 4 1.37% Increased
610
FMW
Farr Miller & Washington
District of Columbia
$21M -$734K 1 2.26% Reduced
611
TCM
Timpani Capital Management
Wisconsin
$21M -$5.34M 6 8.72% Reduced
612
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$20.9M +$2.44M 6 1.02% Increased
613
EP
Elkfork Partners
Oregon
$20.8M +$19.6M 17 0.68% New
614
ACM
Argent Capital Management
Missouri
$20.7M +$586K 7 0.84% Increased
615
EBIM
Eagle Boston Investment Management
Massachusetts
$20.5M +$908K 2 2.44% Increased
616
ACPU
Arrowgrass Capital Partners (US)
Delaware
$20.3M +$9.04M 2 0.23% Increased
617
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$20.3M -$7.64M 6 0.24% Reduced
618
SCM
Suffolk Capital Management
New York
$20.1M +$4.47M 3 2.74% Increased
619
AIS
American Investment Services
Massachusetts
$20M -$1.76M 1 8.34% Reduced
620
LCM
Logan Capital Management
Pennsylvania
$19.9M +$509K 5 1.6% Increased
621
RI
Redwood Investments
Massachusetts
$19.9M -$1.93M 4 1.8% Reduced
622
MSR
Main Street Research
Connecticut
$19.9M +$1.15M 2 3.88% Increased
623
Vident Investment Advisory
Vident Investment Advisory
Georgia
$19.9M +$1.42M 9 2.41% Increased
624
PCM
Perritt Capital Management
Illinois
$19.8M -$101K 10 4.79% Reduced
625
ICM
IronBridge Capital Management
Illinois
$19.7M -$427K 3 0.88% Reduced