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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
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$26.4M -$1.39M 8 0.83% Reduced
627
ECM
Engine Capital Management
New York
$26.3M +$11.8M 1 14.36% Increased
628
Washington Trust
Washington Trust
Rhode Island
$26.2M +$547K 4 1.48% Increased
629
AC
Alleghany Corporation
New York
$26.2M +$24.9M 1 0.78% New
630
PCM
Perritt Capital Management
Illinois
$26.2M -$3.41M 13 7.29% Reduced
631
TAM
Tyers Asset Management
Texas
$26.2M -$2.1M 13 0.92% Reduced
632
Martingale Asset Management
Martingale Asset Management
Massachusetts
$26.1M -$2.9M 7 0.35% Reduced
633
FMW
Farr Miller & Washington
District of Columbia
$26.1M +$282K 3 2.33% Increased
634
WAM
World Asset Management
Michigan
$25.8M -$1.32M 20 0.86% Reduced
635
PPCM
Pillar Pacific Capital Management
California
$25.7M -$277K 7 3.13% Reduced
636
Meyer Handelman Company
Meyer Handelman Company
New York
$25.7M -$10.5M 3 1.23% Reduced
637
RIM
Rainier Investment Management
Washington
$25.6M -$11.9M 7 10.82% Reduced
638
FPC
Falcon Point Capital
California
$25.6M +$3.68M 7 4.31% Increased
639
PIM
Provident Investment Management
Michigan
$25.6M +$730K 1 4.08% Increased
640
Gofen & Glossberg
Gofen & Glossberg
Illinois
$25.6M +$76.5K 4 0.91% Increased
641
Ancora Advisors
Ancora Advisors
Ohio
$25.5M +$3.56M 10 1.36% Increased
642
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$25.4M +$635K 4 0.51% Increased
643
SMI
Shelter Mutual Insurance
Missouri
$25.2M $0 2 7.51% Maintained
644
WPC
Waters Parkerson & Co
Louisiana
$25.1M -$124K 3 2.12% Reduced
645
TCA
Taconic Capital Advisors
New York
$25.1M +$22.5M 1 1.64% New
646
LCM
Logan Capital Management
Pennsylvania
$25M -$1.42M 5 1.75% Reduced
647
NIP
Nicholas Investment Partners
California
$24.9M -$2.66M 3 1.65% Reduced
648
ACM
Ashford Capital Management
Delaware
$24.9M +$10.2M 2 3.87% Increased
649
CC
Cannell & Co
New York
$24.9M -$16.6M 3 0.86% Reduced
650
SC
Selz Capital
New York
$24.8M +$23.4M 2 3.67% Increased