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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
Columbus Hill Capital Management
Columbus Hill Capital Management
New Jersey
$14.2M -$9.8M 1 2.71% Reduced
652
Erste Asset Management
Erste Asset Management
Austria
$13.9M +$7.41M 3 0.81% Increased
653
Old National Bancorp
Old National Bancorp
Indiana
$13.9M +$5.05M 6 0.85% Increased
654
SAM
Sandbar Asset Management
United Kingdom
$13.7M -$28.1M 2 9.35% Reduced
655
Dean Investment Associates
Dean Investment Associates
Ohio
$13.7M -$3.88M 4 2.93% Reduced
656
Barings
Barings
North Carolina
$13.7M -$838K 8 0.46% Reduced
657
Osborne Partners Capital Management
Osborne Partners Capital Management
California
$13.7M +$2.26M 4 3.56% Increased
658
MML Investors Services
MML Investors Services
Massachusetts
$13.7M +$2.47M 9 0.24% Increased
659
Howard Capital Management (New York)
Howard Capital Management (New York)
New York
$13.6M -$146K 2 2.32% Reduced
660
PIA
Piedmont Investment Advisors
North Carolina
$13.6M +$6.32M 15 0.54% Increased
661
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$13.5M -$7.53M 16 0.85% Reduced
662
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$13.5M $0 2 0.26% Maintained
663
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$13.4M +$3.25M 2 0.85% Increased
664
MIM
Montgomery Investment Management
Maryland
$13.3M +$39.8K 3 8.66% Increased
665
DTL
Dynamic Technology Lab
Singapore
$13.2M +$7.09M 21 2.57% Increased
666
Owl Creek Asset Management
Owl Creek Asset Management
New York
$13.1M +$319K 1 1.05% Increased
667
Grassi Investment Management
Grassi Investment Management
California
$13.1M +$370K 2 2.29% Increased
668
HCM
Hutchinson Capital Management
California
$13.1M -$267K 3 4.32% Reduced
669
IA
Icon Advisers
Colorado
$13M -$244K 7 2.84% Reduced
670
Brinker Capital
Brinker Capital
Pennsylvania
$13M -$1.15M 14 0.52% Reduced
671
Penn Capital Management
Penn Capital Management
Pennsylvania
$13M -$13.7M 6 2.14% Reduced
672
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$12.9M +$1.11M 8 1.34% Increased
673
LPAM
Legion Partners Asset Management
California
$12.9M $0 1 5.45% Maintained
674
Geneos Wealth Management
Geneos Wealth Management
Colorado
$12.9M -$759K 26 0.86% Reduced
675
Private Advisor Group
Private Advisor Group
New Jersey
$12.8M -$2.21M 6 0.24% Reduced