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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
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$37.8M +$637K 1 0.35% Increased
627
RAM
RWC Asset Management
United Kingdom
$37.8M -$26.7M 3 1.82% Reduced
628
LIM
Lathrop Investment Management
Arkansas
$37.6M -$549K 2 7.64% Reduced
629
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$37.5M +$2.62M 74 1.25% Increased
630
Private Management Group
Private Management Group
California
$37.5M +$2.23M 4 1.59% Increased
631
GG
Greenwood Gearhart
Arkansas
$37.4M +$1.89M 3 4.36% Increased
632
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$37.4M +$4.59M 6 0.76% Increased
633
NC
Nekton Capital
United Kingdom
$37.3M $0 1 6.11% Maintained
634
FM
Freemont Management
Switzerland
$37.3M +$10.4M 5 4.5% Increased
635
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$37.3M +$24.6M 4 0.86% Increased
636
PCM
Penn Capital Management
Pennsylvania
$37.2M -$6.03M 5 3.62% Reduced
637
Jefferies Financial Group
Jefferies Financial Group
New York
$37.2M +$6.45M 17 0.33% Increased
638
RCMC
RK Capital Management (Colorado)
Colorado
$37.2M +$5.38M 2 7.99% Increased
639
Atria Investments
Atria Investments
North Carolina
$37.1M -$411K 11 0.67% Reduced
640
Meyer Handelman Company
Meyer Handelman Company
New York
$36.9M +$809K 3 1.49% Increased
641
MAP
Managed Asset Portfolios
Michigan
$36.8M +$6.29M 2 5.53% Increased
642
InterOcean Capital Group
InterOcean Capital Group
Tennessee
$36.8M -$8.06M 4 1.16% Reduced
643
AT
Avalon Trust
New Mexico
$36.8M +$245K 4 3.33% Increased
644
LF
Longbow Finance
Switzerland
$36.8M -$5.79M 4 4.28% Reduced
645
Advisory Services Network
Advisory Services Network
Georgia
$36.7M -$2.23M 18 0.98% Reduced
646
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$36.6M +$7.45M 7 0.58% Increased
647
Encompass Capital Advisors
Encompass Capital Advisors
New York
$36.3M +$10.2M 1 2.12% Increased
648
MAM
Montanaro Asset Management
United Kingdom
$36.3M -$7.64M 1 5.73% Reduced
649
TC
TwinBeech Capital
New York
$36.2M -$62.2M 5 0.71% Reduced
650
CC
Cannell Capital
Wyoming
$36.1M -$6.01M 4 7.2% Reduced