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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
651
Chilton Investment Company
Chilton Investment Company
Connecticut
$21.7M -$1.69M 1 0.88% Reduced
652
HL Financial Services
HL Financial Services
Kentucky
$21.7M +$603K 7 0.63% Increased
653
WI
Wafra Inc
New York
$21.6M -$7.37M 2 2.7% Reduced
654
TCTC Holdings
TCTC Holdings
Texas
$21.5M +$87.7K 1 1.36% Increased
655
GMCM
Gruber & McBaine Capital Management
California
$21.1M +$1.28M 8 5.68% Increased
656
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$21.1M +$1.37M 11 0.84% Increased
657
IUAM
Itau USA Asset Management
New York
$21.1M +$3.09M 5 5.66% Increased
658
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$21.1M -$1.27M 5 0.09% Reduced
659
SAM
Sandell Asset Management
New York
$21.1M -$3.54M 1 3.88% Reduced
660
HBK Investments
HBK Investments
Texas
$21M -$927K 16 0.43% Reduced
661
RIG
Roosevelt Investment Group
New York
$20.9M -$23.9M 2 0.89% Reduced
662
BMCMI
Bryn Mawr Capital Management Inc
Pennsylvania
$20.8M +$7.17M 15 1.99% Increased
663
TCM
Tributary Capital Management
Nebraska
$20.8M +$2.23M 5 4.15% Increased
664
FCG
FrontFour Capital Group
Connecticut
$20.7M -$2.61M 1 3.37% Reduced
665
BLM
Bennett Lawrence Management
New York
$20.6M -$38M 3 3.63% Reduced
666
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$20.5M -$91.9K 3 2.45% Reduced
667
Jefferies Group
Jefferies Group
New York
$20.5M +$13.2M 13 0.17% Increased
668
CCM
Catapult Capital Management
New York
$20.5M +$9.17M 7 2.3% Increased
669
Scotia Capital
Scotia Capital
Ontario, Canada
$20.4M -$2.12M 10 0.44% Reduced
670
Jane Street
Jane Street
New York
$20.4M -$41.8M 20 0.26% Reduced
671
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$20.4M -$1.18M 10 0.58% Reduced
672
PHAM
Pacific Heights Asset Management
California
$20.4M -$3.81M 1 0.74% Reduced
673
CIA
CCM Investment Advisers
South Carolina
$20.3M +$3.77M 3 1.86% Increased
674
AC
AFAM Capital
Texas
$20.3M +$105K 3 2.55% Increased
675
BIM
BRC Investment Management
Colorado
$20.3M +$19.4M 3 2.92% New