← 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
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$15.7M -$537K 4 1.09% Reduced
627
FCM
Freshford Capital Management
New York
$15.4M -$3.92M 1 4.53% Reduced
628
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$15.4M -$89.3K 7 0.91% Reduced
629
CCM
Coe Capital Management
Illinois
$15.4M -$14M 10 5.33% Reduced
630
CCP
Cryder Capital Partners
United Kingdom
$15.4M -$531K 1 12.35% Reduced
631
TBA
Tower Bridge Advisors
Pennsylvania
$15.3M -$1.03M 3 1.91% Reduced
632
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$15.3M +$2.42M 10 0.32% Increased
633
SAM
Securian Asset Management
Minnesota
$15.2M -$107K 17 0.42% Reduced
634
Creative Planning
Creative Planning
Kansas
$15.1M +$707K 41 0.11% Increased
635
CIM
Calvert Investment Management
Maryland
$15M -$4.28M 12 0.6% Reduced
636
Amalgamated Bank
Amalgamated Bank
New York
$15M +$3.31M 23 0.87% Increased
637
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$14.9M -$11M 3 0.08% Reduced
638
DC
Deere & Company
Illinois
$14.9M +$2.96M 13 0.8% Increased
639
NPA
Nichols & Pratt Advisers
Massachusetts
$14.9M -$82.8K 1 1.35% Reduced
640
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$14.7M -$577K 3 0.39% Reduced
641
MHP
Manatuck Hill Partners
Connecticut
$14.7M +$690K 2 6.48% Increased
642
SR
Sloane Robinson
United Kingdom
$14.7M -$10.4M 1 12.78% Reduced
643
Gofen & Glossberg
Gofen & Glossberg
Illinois
$14.7M -$736K 3 0.62% Reduced
644
Advisor Group
Advisor Group
Arizona
$14.6M +$14.4M 44 0.39% New
645
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14.6M +$187K 4 0.34% Increased
646
ICRM
Insight Capital Research & Management
California
$14.6M -$1.38M 4 5.08% Reduced
647
HCM
Highline Capital Management
New York
$14.6M +$16.4M 1 0.55% New
648
SCM
Snow Capital Management
Pennsylvania
$14.5M +$319K 3 0.68% Increased
649
AQR Arbitrage
AQR Arbitrage
Connecticut
$14.5M -$293K 3 0.16% Reduced
650
RG
Renaissance Group
Kentucky
$14.4M +$13M 5 0.61% Increased