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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
676
DVM
Dreman Value Management
Florida
$20.3M -$1.04M 9 1.53% Reduced
677
FCM
Freshford Capital Management
New York
$20.3M -$2.64M 1 2.66% Reduced
678
ICM
IronBridge Capital Management
Illinois
$20.3M -$9.83M 4 0.5% Reduced
679
PFC
Poplar Forest Capital
California
$20.2M +$919K 1 2.01% Increased
680
DP
DW Partners
New York
$20.2M $0 1 2.25% Maintained
681
MAA
Matrix Asset Advisors
New York
$20.1M -$1.35M 1 2.29% Reduced
682
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$20.1M +$1.97M 25 0.08% Increased
683
CCM
Coe Capital Management
Illinois
$20M -$2.21M 9 7.14% Reduced
684
Group One Trading
Group One Trading
Illinois
$19.9M +$16M 13 0.31% Increased
685
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$19.9M -$3.59M 10 0.37% Reduced
686
IAM
Impax Asset Management
New Hampshire
$19.8M +$668 2 1.25% Increased
687
FMT
First Mercantile Trust
Tennessee
$19.8M -$5.12M 22 1.58% Reduced
688
BOK Financial
BOK Financial
Oklahoma
$19.6M +$2.3M 15 0.63% Increased
689
DP
Dearborn Partners
Illinois
$19.5M +$35.8K 5 1.91% Increased
690
WesBanco Bank
WesBanco Bank
West Virginia
$19.5M -$226K 9 1.09% Reduced
691
PRCM
Pine River Capital Management
Minnesota
$19.4M +$8.01M 4 0.3% Increased
692
TPCM
Tide Point Capital Management
Connecticut
$19.3M +$4.34M 2 4.97% Increased
693
NPA
Nichols & Pratt Advisers
Massachusetts
$19.2M +$619K 1 1.66% Increased
694
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$19.1M +$801K 39 0.52% Increased
695
Masters Capital Management
Masters Capital Management
Georgia
$19.1M -$19M 1 0.88% Reduced
696
ZA
Zweig Advisers
Connecticut
$19.1M +$6.48M 2 2.67% Increased
697
SWITC
Stewart West Indies Trading Company
Colorado
$19.1M +$3.75M 1 1.97% Increased
698
HP
Hikari Power
Japan
$19.1M +$2.4M 1 2.76% Increased
699
TU
TDAM USA
Ontario, Canada
$19.1M -$199K 3 0.8% Reduced
700
SAM
Securian Asset Management
Minnesota
$19M -$398K 16 0.64% Reduced