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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
FCG
FrontFour Capital Group
Connecticut
$13.1M -$12.7M 2 2.66% Reduced
677
NPA
Nichols & Pratt Advisers
Massachusetts
$13.1M +$276K 1 1.26% Increased
678
EULAV Asset Management
EULAV Asset Management
Florida
$13.1M -$957K 3 0.72% Reduced
679
PP
Paloma Partners
Connecticut
$13M -$6.39M 18 0.35% Reduced
680
SVP
Springbank Value Partners
New York
$13M $0 5 25.02% Maintained
681
AIM
Atlantic Investment Management
New York
$13M -$23.8K 1 1.34% Reduced
682
CA
Cullinan Associates
Kentucky
$12.9M -$3.31M 4 1.12% Reduced
683
ZDA
Zweig-DiMenna Associates
New York
$12.7M +$6.49M 3 0.64% Increased
684
CCP
Cryder Capital Partners
United Kingdom
$12.7M -$17.1K 1 10.68% Reduced
685
DJSG
D.J. St. Germain
Massachusetts
$12.7M -$15.1K 1 1.91% Reduced
686
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12.6M -$4.03M 4 0.31% Reduced
687
1M
13D Management
New York
$12.6M +$14M 2 3.85% New
688
Whittier Trust
Whittier Trust
California
$12.6M -$1.87M 13 0.57% Reduced
689
CIC
Cornercap Investment Counsel
Georgia
$12.5M +$326K 10 2.38% Increased
690
Vident Investment Advisory
Vident Investment Advisory
Georgia
$12.4M +$430K 7 1.57% Increased
691
SFU
Stonehage Fleming (UK)
United Kingdom
$12.4M +$693K 4 5.65% Increased
692
GIM
GCA Investment Management
New York
$12.3M +$13.1M 1 4.05% New
693
ICM
IronBridge Capital Management
Illinois
$12.3M -$5.59M 2 0.49% Reduced
694
ECP
Elk Creek Partners
Colorado
$12.3M -$1.71M 2 0.88% Reduced
695
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$12.3M +$7.58M 8 0.32% Increased
696
MC
Martin Currie
United Kingdom
$12.3M -$48.9K 1 1.24% Reduced
697
ECP
Electron Capital Partners
New York
$12.2M +$5.72M 1 4.46% Increased
698
CA
Cortland Associates
Missouri
$12.2M +$131K 1 2.36% Increased
699
NAM
Netols Asset Management
Wisconsin
$12.2M -$808K 2 2.69% Reduced
700
DAM
Deltec Asset Management
New York
$12.1M -$10.5M 2 3.09% Reduced