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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
BCM
Birmingham Capital Management
Alabama
$28.9M -$79.1K 3 11.07% Reduced
652
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$28.6M +$18.6M 3 1.53% Increased
653
Stephens Inc
Stephens Inc
Arkansas
$28.4M +$3.94M 14 0.44% Increased
654
TA
Teton Advisors
New York
$28.4M +$85.5K 10 4.12% Increased
655
MA
Minerva Advisors
Pennsylvania
$28.3M -$30.6K 4 16.45% Reduced
656
Gotham Asset Management
Gotham Asset Management
New York
$28.2M -$13.1M 16 1.15% Reduced
657
AAM
Aureus Asset Management
Massachusetts
$28.1M +$1.15M 3 1.85% Increased
658
USAA
United Services Automobile Association
Texas
$27.8M -$694K 1 0.49% Reduced
659
CHCM
Columbus Hill Capital Management
New Jersey
$27.8M +$15.6M 1 2.37% Increased
660
KCM
Kingdon Capital Management
New York
$27.7M +$2.72M 1 3.37% Increased
661
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$27.7M +$2.57M 15 1.02% Increased
662
PEAK6 Investments
PEAK6 Investments
Illinois
$27.6M -$20.7M 18 0.06% Reduced
663
STB
S&T Bank
Pennsylvania
$27.6M -$1.19M 2 4.27% Reduced
664
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$27.6M -$204K 5 0.09% Reduced
665
TBA
Tower Bridge Advisors
Pennsylvania
$27.5M +$317K 4 1.83% Increased
666
ZDA
Zweig-DiMenna Associates
New York
$27.1M -$41.3M 3 1.88% Reduced
667
GF
Greenhouse Funds
Maryland
$27.1M -$238K 1 2.73% Reduced
668
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$27.1M -$12.7M 72 0.69% Reduced
669
Penserra Capital Management
Penserra Capital Management
California
$27M +$27.4M 8 0.56% Increased
670
RIG
Renaissance Investment Group
Massachusetts
$26.9M +$295K 5 6.86% Increased
671
Reinhart Partners
Reinhart Partners
Wisconsin
$26.9M -$1.05M 1 1.37% Reduced
672
Ossiam
Ossiam
France
$26.8M -$9.43M 10 0.76% Reduced
673
EWM
Endurance Wealth Management
Rhode Island
$26.7M -$342K 10 2.97% Reduced
674
NIG
NFJ Investment Group
Texas
$26.7M -$5.12M 5 0.52% Reduced
675
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$26.7M +$20.2M 2 0.13% Increased