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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
626
Neville Rodie & Shaw
Neville Rodie & Shaw
New York
$116M -$5.37M 7 7.48% Reduced
627
Addenda Capital
Addenda Capital
Quebec, Canada
$116M -$1.91M 7 3.14% Reduced
628
Guggenheim Capital
Guggenheim Capital
Illinois
$115M -$4.14M 30 0.73% Reduced
629
Meyer Handelman Company
Meyer Handelman Company
New York
$115M -$5.24M 5 3.26% Reduced
630
Punch & Associates Investment Management
Punch & Associates Investment Management
Minnesota
$114M +$4.36M 5 5.66% Increased
631
Moss Adams Wealth Advisors
Moss Adams Wealth Advisors
Washington
$114M +$1.75M 9 7.13% Increased
632
Ossiam
Ossiam
France
$113M +$75.3M 19 1.5% Increased
633
ACK Asset Management
ACK Asset Management
Connecticut
$113M -$35.6M 3 13.16% Reduced
634
Ranger Investment Management
Ranger Investment Management
Texas
$113M -$2.54M 4 7.13% Reduced
635
1SP
140 Summer Partners
New York
$112M -$23.3M 1 7.97% Reduced
636
Guyasuta Investment Advisors
Guyasuta Investment Advisors
Pennsylvania
$111M -$491K 8 5.74% Reduced
637
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$111M +$18.5M 18 0.3% Increased
638
Quadrature Capital
Quadrature Capital
United Kingdom
$111M +$62.9M 33 0.95% Increased
639
Clal Insurance
Clal Insurance
Israel
$110M -$9.17K 8 0.49% Reduced
640
Dakota Wealth Management
Dakota Wealth Management
Florida
$109M -$10.8M 13 2.09% Reduced
641
Norinchukin Bank
Norinchukin Bank
Japan
$109M -$2.4M 12 1.06% Reduced
642
Smith Group Asset Management
Smith Group Asset Management
Texas
$109M -$13.6M 5 4.43% Reduced
643
Curi RMB Capital
Curi RMB Capital
Illinois
$107M +$10.1M 16 1.66% Increased
644
Quilter Plc
Quilter Plc
United Kingdom
$107M -$14.5M 5 1.61% Reduced
645
Moore Capital Management
Moore Capital Management
New York
$107M +$37.7M 11 1.59% Increased
646
Boothbay Fund Management
Boothbay Fund Management
New York
$107M -$23.2M 38 1.41% Reduced
647
Ilex Capital Partners
Ilex Capital Partners
United Kingdom
$107M -$31.9M 2 2.19% Reduced
648
Ancora Advisors
Ancora Advisors
Ohio
$106M -$12.6M 33 2.05% Reduced
649
Albar Capital Partners
Albar Capital Partners
United Kingdom
$106M +$45M 3 13.86% Increased
650
UMB Bank
UMB Bank
Missouri
$106M -$940K 41 1.34% Reduced