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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
LCM
Logan Capital Management
Pennsylvania
$52.8M -$428K 9 2.17% Reduced
652
First Manhattan
First Manhattan
New York
$52.7M +$42.9K 14 0.16% Increased
653
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$52.6M -$9.58M 5 1.83% Reduced
654
SCA
Summit Creek Advisors
Minnesota
$52.6M -$2.97M 4 7.14% Reduced
655
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$52.5M -$37.2M 7 0.14% Reduced
656
GIA
GHP Investment Advisors
Colorado
$52.2M +$1.5M 15 2.39% Increased
657
LCI
L1 Capital International
Australia
$51.9M +$13.2M 3 16.6% Increased
658
MCM
McRae Capital Management
New Jersey
$51M -$1.46M 2 9.95% Reduced
659
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$50.6M -$166K 9 0.81% Reduced
660
SC
Skylands Capital
Wisconsin
$50.3M +$499K 7 6.83% Increased
661
Covea Finance
Covea Finance
France
$50.1M +$6.56M 6 2.2% Increased
662
Beck Mack & Oliver
Beck Mack & Oliver
New York
$50.1M -$1.67M 3 0.97% Reduced
663
APG Asset Management
APG Asset Management
Netherlands
$50.1M -$519M 8 0.33% Reduced
664
SCM
Suvretta Capital Management
New York
$50M +$8.98M 1 1.6% Increased
665
Moore Capital Management
Moore Capital Management
New York
$49.8M -$23.1M 6 0.92% Reduced
666
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$49.7M -$377K 2 0.51% Reduced
667
WhitTier Trust Company
WhitTier Trust Company
Nevada
$49.6M +$732K 19 1.28% Increased
668
Hantz Financial Services
Hantz Financial Services
Michigan
$49.6M -$3.84M 26 0.88% Reduced
669
Prospera Financial Services
Prospera Financial Services
Texas
$49.3M +$423K 12 1.26% Increased
670
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$49.2M -$8M 13 1.26% Reduced
671
Savant Capital
Savant Capital
Illinois
$49M +$4.46M 22 0.41% Increased
672
Rafferty Asset Management
Rafferty Asset Management
New York
$49M -$2.98M 15 0.17% Reduced
673
Private Management Group
Private Management Group
California
$48.9M -$9.66M 4 1.72% Reduced
674
BCM
Brightline Capital Management
Florida
$48.9M +$15.5M 3 20.64% Increased
675
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$48.9M -$17M 3 0.23% Reduced