← All themes

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
676
WesBanco Bank
WesBanco Bank
West Virginia
$18.1M -$2.24M 6 1.03% Reduced
677
WC
Wynnefield Capital
New York
$18.1M -$17.1M 1 8.11% Reduced
678
IUAM
Itau USA Asset Management
New York
$18.1M +$13.4M 5 4.72% Increased
679
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$18M -$265K 3 2.68% Reduced
680
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$18M +$13.5M 2 0.73% Increased
681
FIB
First Interstate Bank
Montana
$18M +$3.81M 4 4.39% Increased
682
TU
TDAM USA
Ontario, Canada
$18M +$9.65M 2 0.77% Increased
683
BOK Financial
BOK Financial
Oklahoma
$17.9M +$1.43M 11 0.6% Increased
684
Glenview Trust
Glenview Trust
Kentucky
$17.8M +$16.6M 2 2.05% New
685
BCM
Birmingham Capital Management
Alabama
$17.7M -$1.89M 4 6.69% Reduced
686
Analytic Investors
Analytic Investors
California
$17.7M +$3.32M 6 0.29% Increased
687
SAM
Securian Asset Management
Minnesota
$17.7M -$143K 16 0.67% Reduced
688
CCM
Coe Capital Management
Illinois
$17.7M +$86.3K 7 6.17% Increased
689
Global X Management Company
Global X Management Company
New York
$17.6M +$12.2M 4 1.49% Increased
690
AC
AFAM Capital
Texas
$17.6M -$152K 3 2.38% Reduced
691
First Manhattan
First Manhattan
New York
$17.5M -$956K 16 0.12% Reduced
692
Virtu KCG Holdings
Virtu KCG Holdings
New York
$17.5M -$3.73M 22 0.19% Reduced
693
GMCM
Gruber & McBaine Capital Management
California
$17.5M +$5.69M 7 4.57% Increased
694
WM
WCG Management
New York
$17.3M +$7.09M 2 8.19% Increased
695
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$17.3M -$282K 40 0.53% Reduced
696
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$17.2M -$2.02M 2 0.92% Reduced
697
ICM
Intrepid Capital Management
Florida
$17.2M +$1.08K 2 3.36% Increased
698
LAM
Lapides Asset Management
Connecticut
$17.2M +$171K 2 2.35% Increased
699
BCM
BBT Capital Management
Texas
$17M +$6.06M 4 0.78% Increased
700
Creative Planning
Creative Planning
Kansas
$17M +$48.5K 33 0.29% Increased