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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
PP
PDT Partners
New York
$20.1M -$2.81M 15 1.24% Reduced
652
MPAM
Monarch Partners Asset Management
Massachusetts
$20M +$688K 5 4.46% Increased
653
PTC
Petrus Trust Company
Texas
$20M -$1.33M 9 3.18% Reduced
654
Glenview Capital Management
Glenview Capital Management
New York
$19.7M -$43.6M 1 0.17% Reduced
655
BCM
Birmingham Capital Management
Alabama
$19.7M -$863K 3 8.74% Reduced
656
EIA
Edgemoor Investment Advisors
Maryland
$19.6M +$27.5K 1 2.24% Increased
657
AWAM
Appian Way Asset Management
New York
$19.5M +$19.8M 2 9.39% New
658
SCM
SIR Capital Management
New York
$19.5M +$5.47M 2 3.66% Increased
659
SCI
S&CO Inc
Massachusetts
$19.5M -$113K 1 2.03% Reduced
660
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$19.4M -$354K 4 0.94% Reduced
661
Palisade Capital Management
Palisade Capital Management
New Jersey
$19.4M +$3.24K 3 0.55% Increased
662
B
BP
United Kingdom
$19.4M +$2.44M 6 0.65% Increased
663
LCM
Logan Capital Management
Pennsylvania
$19.3M -$75.9K 5 1.06% Reduced
664
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$19.3M +$790K 4 0.43% Increased
665
Harvest Fund Management
Harvest Fund Management
China
$19.2M +$140K 8 1.99% Increased
666
Douglas Lane & Associates
Douglas Lane & Associates
New York
$19.1M -$62K 4 0.36% Reduced
667
UMB Bank
UMB Bank
Missouri
$19.1M -$829K 5 0.53% Reduced
668
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$19M +$15.2M 24 0.6% Increased
669
AP
Atwood & Palmer
Missouri
$19M -$9.95M 4 2.45% Reduced
670
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$19M +$802K 8 1.57% Increased
671
FSA
Franklin Street Advisors
North Carolina
$19M -$1.32M 2 2.25% Reduced
672
MCM
Maryland Capital Management
Maryland
$19M +$255K 3 2.01% Increased
673
Whittier Trust
Whittier Trust
California
$18.9M -$74K 20 0.5% Reduced
674
MIM
Montgomery Investment Management
Maryland
$18.9M +$489K 3 7.72% Increased
675
Private Advisor Group
Private Advisor Group
New Jersey
$18.9M -$3.55M 9 0.29% Reduced