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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
776
Ignis Investment Services
Ignis Investment Services
United Kingdom
$14.9M -$3.68M 1 0.5% Reduced
777
DFO
Duquesne Family Office
New York
$14.8M +$14.7M 1 1.06% New
778
Pinnacle Associates
Pinnacle Associates
New York
$14.8M -$77.4K 4 0.29% Reduced
779
PDN
Pensionfund DSM Netherlands
Netherlands
$14.8M +$682K 3 2.16% Increased
780
SCM
SKBA Capital Management
California
$14.8M +$14.3M 1 1.31% New
781
FAB
First American Bank
Illinois
$14.7M -$86.9K 2 1.59% Reduced
782
SPC
Standard Pacific Capital
California
$14.7M -$523K 1 4.08% Reduced
783
Old National Bancorp
Old National Bancorp
Indiana
$14.7M -$851K 9 1.11% Reduced
784
SVP
Springbank Value Partners
New York
$14.7M +$1.04M 6 25.94% Increased
785
SIA
SeaBridge Investment Advisors
New Jersey
$14.6M -$2.22M 4 2.98% Reduced
786
AIM
Atlantic Investment Management
New York
$14.6M +$14.4M 1 0.95% New
787
BRCA
Birch Run Capital Advisors
Texas
$14.5M $0 2 3.9% Maintained
788
Martingale Asset Management
Martingale Asset Management
Massachusetts
$14.5M -$5.14M 11 0.45% Reduced
789
PP
Paloma Partners
Connecticut
$14.5M +$3.87M 13 0.59% Increased
790
MUFG Americas
MUFG Americas
New York
$14.4M -$425K 15 0.47% Reduced
791
CIM
Corda Investment Management
Texas
$14.4M +$6.46M 1 3% Increased
792
GPSPJS
General Pension Society PZU Joint Stock
Poland
$14.4M $0 1 6.1% Maintained
793
LOGI
Long Oar Global Investors
New York
$14.4M -$9.53M 2 15.01% Reduced
794
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$14.4M +$250K 3 1.08% Increased
795
AT
Arvest Trust
Oklahoma
$14.3M +$32.5K 2 1.33% Increased
796
CF
CNA Financial
Illinois
$14.3M +$2.46M 7 2.6% Increased
797
Fiduciary Trust
Fiduciary Trust
Massachusetts
$14.3M -$521K 2 0.61% Reduced
798
Norinchukin Bank
Norinchukin Bank
Japan
$14.1M -$1.14M 6 0.42% Reduced
799
AAA
Alpine Associates Advisors
New Jersey
$14.1M -$474K 2 0.65% Reduced
800
LCG
Luxor Capital Group
New York
$14M -$142M 1 0.28% Reduced