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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
2L
22NW LP
Washington
$17.5M +$2.7M 4 8.88% Increased
677
MSR
Main Street Research
Connecticut
$17.4M +$868K 1 2.22% Increased
678
TBA
Tower Bridge Advisors
Pennsylvania
$17.4M +$327K 3 1.78% Increased
679
PP
PDT Partners
New York
$17.3M +$8.18M 14 1.14% Increased
680
TCW Group
TCW Group
California
$17.3M -$56.2K 6 0.19% Reduced
681
TCM
Tran Capital Management
California
$17.2M -$21.9M 1 1.85% Reduced
682
GIM
Grassi Investment Management
California
$17.1M +$133K 2 2.43% Increased
683
WesBanco Bank
WesBanco Bank
West Virginia
$17.1M +$1.65M 7 0.79% Increased
684
FWSM
First Wilshire Securities Management
California
$17.1M -$834K 5 8.18% Reduced
685
GCGDR
Geo Capital Gestora de Recursos
Brazil
$17M -$5.17M 1 11.45% Reduced
686
PVH
Psagot Value Holdings
Israel
$16.9M -$307K 3 0.43% Reduced
687
PHS
PFM Health Sciences
California
$16.9M $0 1 0.78% Maintained
688
Achmea Investment Management
Achmea Investment Management
Netherlands
$16.8M +$15.9M 6 0.7% New
689
Cetera Advisors
Cetera Advisors
Colorado
$16.7M -$224K 6 0.63% Reduced
690
Intact Investment Management
Intact Investment Management
Quebec, Canada
$16.7M -$16.3M 6 0.58% Reduced
691
ACP
Ashfield Capital Partners
California
$16.6M +$1.46M 5 1.5% Increased
692
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$16.5M +$2.17M 3 0.92% Increased
693
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$16.5M +$2.53M 3 0.6% Increased
694
HI
Handelsinvest Investeringsforvaltning
Denmark
$16.4M -$83K 2 3.12% Reduced
695
ACM
Axel Capital Management
New York
$16.4M -$6.18M 1 7.02% Reduced
696
OCAM
Owl Creek Asset Management
New York
$16.4M $0 1 1.09% Maintained
697
PFC
Phocas Financial Corp
California
$16.3M -$5.32M 3 2.8% Reduced
698
Martingale Asset Management
Martingale Asset Management
Massachusetts
$16.3M -$14.4M 11 0.2% Reduced
699
Palisade Capital Management
Palisade Capital Management
New Jersey
$16.3M +$781K 3 0.48% Increased
700
Castleark Management
Castleark Management
Illinois
$16.3M -$9.59M 4 0.64% Reduced