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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
Hawk Ridge Capital Management
Hawk Ridge Capital Management
California
$13.3M +$855K 1 8.04% Increased
677
AIS
American Investment Services
Massachusetts
$13.3M +$2.5M 1 5.74% Increased
678
BB&T Securities
BB&T Securities
Virginia
$13.3M -$2.37M 9 0.21% Reduced
679
Martin Currie
Martin Currie
United Kingdom
$13.2M -$487K 1 1.28% Reduced
680
SCA
Secor Capital Advisors
New York
$13.2M +$7.04M 6 1.67% Increased
681
LIM
Lathrop Investment Management
Arkansas
$13.2M +$85.5K 1 4.09% Increased
682
LLC
Latimer Light Capital
New York
$13.2M -$2.02M 1 3.67% Reduced
683
Hood River Capital Management
Hood River Capital Management
Florida
$13.2M +$3.22M 1 1.76% Increased
684
SVP
Springbank Value Partners
New York
$13.1M -$151K 6 22.07% Reduced
685
Scotia Capital
Scotia Capital
Ontario, Canada
$13.1M +$2.94M 7 0.27% Increased
686
Quadrature Capital
Quadrature Capital
United Kingdom
$13M +$2.05M 11 0.97% Increased
687
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$13M +$14M 2 2.15% New
688
BCM
Birmingham Capital Management
Alabama
$12.9M -$1.13M 4 5.65% Reduced
689
SCI
SkyBridge Capital II
New York
$12.9M +$4.04M 1 3.4% Increased
690
SeaBridge Investment Advisors
SeaBridge Investment Advisors
New Jersey
$12.9M -$8.62K 3 3.25% Reduced
691
CAM
Centre Asset Management
New York
$12.8M -$1.55M 1 2.26% Reduced
692
Buckingham Capital Management (New York)
Buckingham Capital Management (New York)
New York
$12.7M -$10.1M 2 1.54% Reduced
693
IAMA
Impax Asset Management (AIFM)
United Kingdom
$12.7M +$2.2M 1 4.1% Increased
694
Cutler Investment Counsel
Cutler Investment Counsel
Oregon
$12.7M +$248K 2 3.54% Increased
695
FPC
Falcon Point Capital
California
$12.6M -$795K 2 2.18% Reduced
696
SFSIG
San Francisco Sentry Investment Group
California
$12.6M -$5.97M 1 7.73% Reduced
697
Montag & Associates
Montag & Associates
Georgia
$12.5M +$4.42M 3 1.65% Increased
698
MLIM
Mountain Lake Investment Management
Florida
$12.5M +$10.2M 2 7.53% Increased
699
SH
SeaTown Holdings
Singapore
$12.5M -$15M 2 3.85% Reduced
700
PRCP
Pacific Ridge Capital Partners
Oregon
$12.4M +$225K 8 5.63% Increased