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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
SC
Skylands Capital
Wisconsin
$18.4M -$1.01M 8 1.98% Reduced
652
CA
Cullinan Associates
Kentucky
$18.4M +$2.23M 4 1.52% Increased
653
NIMC
NWQ Investment Management Company
California
$18.4M +$2.98M 2 0.25% Increased
654
SCM
Snow Capital Management
Pennsylvania
$18.4M +$3.59M 3 0.54% Increased
655
CHCM
Columbus Hill Capital Management
New Jersey
$18.4M +$20.1M 1 1.7% New
656
Artemis Investment Management
Artemis Investment Management
United Kingdom
$18.3M -$2.34M 2 0.59% Reduced
657
Pentwater Capital Management
Pentwater Capital Management
Florida
$18.3M +$7.01M 1 0.1% Increased
658
MAA
Matrix Asset Advisors
New York
$18.2M +$1.52M 1 2.28% Increased
659
FAM
Foundation Asset Management
New York
$18.1M +$18.7M 1 5.02% New
660
OCM
Olstein Capital Management
New York
$18.1M +$2.44M 2 1.88% Increased
661
JVBC
J.V. Bruni & Co
Colorado
$18M +$415K 1 3.18% Increased
662
WPC
Waters Parkerson & Co
Louisiana
$18M +$41.4K 3 2.11% Increased
663
EULAV Asset Management
EULAV Asset Management
Florida
$18M -$2.49M 3 0.94% Reduced
664
Natixis
Natixis
France
$17.8M +$16M 3 0.24% Increased
665
IUAM
Itau USA Asset Management
New York
$17.7M +$2.22M 1 4.92% Increased
666
UM
Ulysses Management
New York
$17.7M $0 1 2.11% Maintained
667
Miller Howard Investments
Miller Howard Investments
New York
$17.6M -$1.49M 2 0.24% Reduced
668
BIM
BRC Investment Management
Colorado
$17.5M +$19.1M 2 2.41% New
669
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$17.4M -$402K 4 1.17% Reduced
670
OAM
Origin Asset Management
United Kingdom
$17.3M +$3.83M 2 1.26% Increased
671
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$17.3M -$1.23M 3 2.76% Reduced
672
NC
Nevsky Capital
United Kingdom
$17.3M +$18.9M 1 1.87% New
673
ORIO
Old Republic International (ORI)
Illinois
$17.3M $0 1 0.99% Maintained
674
KCA
KR Capital Advisors
New York
$17.2M -$583K 5 6.19% Reduced
675
WAM
World Asset Management
Michigan
$17.1M -$4.04M 15 0.67% Reduced