← All themes

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
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$15.8M -$10.2K 4 0.08% Reduced
627
CG
Clinton Group
New York
$15.7M -$12.3M 9 1.28% Reduced
628
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$15.7M -$614K 9 0.41% Reduced
629
OAMA
Oslo Asset Management AS
Norway
$15.7M +$1.95M 1 15.07% Increased
630
SAM
Steinberg Asset Management
New York
$15.7M -$9.09M 1 2.69% Reduced
631
MIHAS
Maj Invest Holding A/S
Denmark
$15.6M +$1.85M 1 5.09% Increased
632
NRS
Neville Rodie & Shaw
New York
$15.5M -$864K 5 1.87% Reduced
633
AC
Ascend Capital
California
$15.4M +$13.7M 2 0.54% Increased
634
SCM
Schneider Capital Management
Pennsylvania
$15.4M +$1.37M 2 3.18% Increased
635
AAM
ACK Asset Management
Connecticut
$15.3M -$13.5M 1 7.85% Reduced
636
DIA
Denver Investment Advisors
Colorado
$15.3M +$11.7M 7 0.69% Increased
637
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$15.2M -$1.13M 4 1.04% Reduced
638
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$15.2M +$2.56M 12 0.63% Increased
639
AL
Airain Ltd
Guernsey
$15.1M +$4.41M 12 1.04% Increased
640
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$15.1M -$3.58M 6 0.96% Reduced
641
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$15.1M -$719K 4 0.41% Reduced
642
Trexquant Investment
Trexquant Investment
Connecticut
$15M +$7.56M 13 1.32% Increased
643
Gofen & Glossberg
Gofen & Glossberg
Illinois
$15M -$656K 3 0.65% Reduced
644
WAM
World Asset Management
Michigan
$14.8M +$73.8K 15 0.56% Increased
645
Channing Capital Management
Channing Capital Management
Illinois
$14.8M -$187K 1 0.66% Reduced
646
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$14.8M +$14M 4 0.53% Increased
647
UM
Ulysses Management
New York
$14.8M -$2.58M 1 1.8% Reduced
648
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$14.7M -$262K 4 0.97% Reduced
649
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$14.7M +$11.2M 3 0.61% Increased
650
PIA
Piedmont Investment Advisors
North Carolina
$14.7M +$133K 4 0.31% Increased