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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
BGI
BlueDrive Global Investors
United Kingdom
$28.5M +$27.1M 1 9.77% New
602
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$28.5M +$12.6M 38 1.51% Increased
603
HBK Investments
HBK Investments
Texas
$28.3M -$4.54M 16 0.22% Reduced
604
CIM
Corbyn Investment Management
Maryland
$28.2M -$594K 2 9.46% Reduced
605
HT
HAP Trading
New York
$28.2M +$25.4M 3 1.18% New
606
STCG
Speece Thorson Capital Group
Minnesota
$28.2M +$7.29M 2 5.6% Increased
607
TAM
Third Avenue Management
New York
$27.7M -$1.71M 5 1.33% Reduced
608
GES
GO ETF Solutions
United Kingdom
$27.7M +$5.17M 2 4.03% Increased
609
Antipodes Partners
Antipodes Partners
Australia
$27.7M +$14.1M 1 1.62% Increased
610
Simplex Trading
Simplex Trading
Illinois
$27.7M +$2.95M 25 1.19% Increased
611
Meag Munich Ergo
Meag Munich Ergo
Germany
$27.5M +$5.77M 8 1.06% Increased
612
SV
Sturgeon Ventures
United Kingdom
$27.4M +$24.6M 4 11.16% New
613
Montag & Associates
Montag & Associates
Georgia
$27.3M +$6.95M 5 2.64% Increased
614
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$27.1M +$1.62M 20 0.37% Increased
615
SAM
Securian Asset Management
Minnesota
$27.1M -$12.3K 18 0.67% Reduced
616
Capital International Sarl
Capital International Sarl
California
$26.9M -$2.79M 4 2.52% Reduced
617
VDBMI
Van Den Berg Management I
Texas
$26.9M -$2.97M 4 3.02% Reduced
618
AC
AFAM Capital
Texas
$26.9M -$760K 4 2.96% Reduced
619
PC
Packer & Co
Australia
$26.7M -$982K 1 3.01% Reduced
620
SCM
Snow Capital Management
Pennsylvania
$26.7M +$6.33M 4 1.19% Increased
621
EBIM
Eagle Boston Investment Management
Massachusetts
$26.6M +$1.33M 2 2.65% Increased
622
Walleye Trading
Walleye Trading
New York
$26.5M +$9.97M 20 0.13% Increased
623
EP
Elkfork Partners
Oregon
$26.5M +$5.73M 17 0.72% Increased
624
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$26.4M -$539K 48 1.21% Reduced
625
Colony Group
Colony Group
Massachusetts
$26.4M +$9.74M 5 1.66% Increased