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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
751
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$23.7M -$11.5M 7 0.24% Reduced
752
MAM
Mark Asset Management
New York
$23.6M +$3.8M 2 5.37% Increased
753
OCAM
Onex Canada Asset Management
Ontario, Canada
$23.4M -$464K 2 1.32% Reduced
754
TPG GP A
TPG GP A
Texas
$23.4M +$22.8M 1 0.46% New
755
PTB
Pioneer Trust Bank
Oregon
$23.4M -$549K 1 7.08% Reduced
756
PMEF
Point72 Middle East FZE
United Arab Emirates
$23.3M +$22.6M 17 1.02% New
757
PFC
Phocas Financial Corp
California
$23.3M +$241K 5 3.35% Increased
758
WRM
Weybosset Research & Management
Rhode Island
$23.2M -$132K 2 8.98% Reduced
759
Martingale Asset Management
Martingale Asset Management
Massachusetts
$23.2M +$7.58M 9 0.45% Increased
760
SCA
Snowden Capital Advisors
New York
$23M +$651K 14 0.96% Increased
761
Vident Investment Advisory
Vident Investment Advisory
Georgia
$23M -$17.8M 10 0.87% Reduced
762
TC
TwinBeech Capital
New York
$22.9M +$14.3M 7 0.44% Increased
763
KJHP
K.J. Harrison & Partners
Ontario, Canada
$22.9M -$961K 8 4.49% Reduced
764
MAP
Moody Aldrich Partners
Massachusetts
$22.9M -$2.68M 5 4.65% Reduced
765
ACM
Arosa Capital Management
Florida
$22.8M +$21.7M 3 4.84% New
766
LCG
Lisanti Capital Growth
New York
$22.7M +$9.77M 4 3.09% Increased
767
CCS
Concentric Capital Strategies
Connecticut
$22.6M -$16.8M 11 10.32% Reduced
768
WAM
Winslow Asset Management
Ohio
$22.6M -$578K 3 5.35% Reduced
769
NCGI
Next Century Growth Investors
Minnesota
$22.5M +$3.9M 4 2.7% Increased
770
TDC
Thompson Davis & Co
Virginia
$22.5M +$910K 3 31.96% Increased
771
LIM
Leavell Investment Management
Alabama
$22.5M +$84K 6 1.69% Increased
772
Park National Corp
Park National Corp
Ohio
$22.4M -$3.1M 2 1% Reduced
773
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$22.4M $0 1 1.47% Maintained
774
Andra AP-fonden
Andra AP-fonden
Sweden
$22.3M +$5.63M 6 0.68% Increased
775
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$22.3M -$558K 3 0.7% Reduced