← 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
701
HP
Harvey Partners
New York
$27.7M +$11.9M 4 11.26% Increased
702
Personal Capital Advisors
Personal Capital Advisors
California
$27.7M +$792K 4 0.13% Increased
703
AC
Albar Capital
United Kingdom
$27.6M +$14.5M 3 8.74% Increased
704
Twin Tree Management
Twin Tree Management
Texas
$27.6M +$6.93M 10 0.06% Increased
705
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
$27.5M +$7.52M 4 3.03% Increased
706
AFR
Applied Fundamental Research
Massachusetts
$27.5M -$3.17M 1 13.23% Reduced
707
Wealthfront Advisers
Wealthfront Advisers
California
$27.4M +$3.38M 11 0.12% Increased
708
MUFG Americas
MUFG Americas
New York
$27M +$2.5M 10 0.51% Increased
709
Walleye Trading
Walleye Trading
New York
$27M +$1.43M 18 0.09% Increased
710
UAS
United Asset Strategies
New York
$27M +$103K 3 3.22% Increased
711
KJHP
K.J. Harrison & Partners
Ontario, Canada
$26.8M +$2.43M 9 3.79% Increased
712
Busey Bank
Busey Bank
Illinois
$26.7M -$172K 4 1.01% Reduced
713
LG
LaFleur & Godfrey
Michigan
$26.7M -$430K 2 3.42% Reduced
714
SCI
S&CO Inc
Massachusetts
$26.7M -$107K 3 1.89% Reduced
715
NSCM
New South Capital Management
Tennessee
$26.7M -$23.9M 1 0.88% Reduced
716
MA
Minerva Advisors
Pennsylvania
$26.6M -$65.1K 4 16% Reduced
717
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$26.5M -$4.06M 1 1.01% Reduced
718
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$26.4M +$4.94M 6 0.92% Increased
719
TW
Transform Wealth
Colorado
$26.4M +$611 4 2.76% Increased
720
LMR Partners
LMR Partners
United Kingdom
$26.4M +$17.4M 6 0.27% Increased
721
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$26.3M +$8.14M 5 1% Increased
722
RCM
Rutabaga Capital Management
Massachusetts
$26.2M -$11.1M 8 17.38% Reduced
723
Shelton Capital Management
Shelton Capital Management
Colorado
$26.1M +$8.67M 15 0.92% Increased
724
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$26M +$19.9M 3 0.19% Increased
725
NewEdge Advisors
NewEdge Advisors
Louisiana
$26M +$10.2M 16 0.39% Increased