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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
1626
MM
Midas Management
New York
$1.6M +$1.48M 1 0.75% New
1627
GF
Gerstein Fisher
New York
$1.59M -$424K 5 0.31% Reduced
1628
FFC
First Financial Corp
Indiana
$1.59M -$109K 4 0.74% Reduced
1629
TCOT
Trust Company of Toledo
Ohio
$1.59M -$446K 2 0.51% Reduced
1630
DMC
Drexel Morgan & Co
Pennsylvania
$1.58M +$93.9K 2 2.13% Increased
1631
PLFAM
Pineno Levin & Ford Asset Management
Virginia
$1.57M +$1.49M 1 0.95% New
1632
FIM
Freedom Investment Management
Connecticut
$1.56M +$561K 5 0.39% Increased
1633
Caxton Associates (New York)
Caxton Associates (New York)
New York
$1.56M +$1.44M 1 0.05% New
1634
FMW
Farr Miller & Washington
District of Columbia
$1.55M +$17.8K 1 0.22% Increased
1635
DAL
David A. Lorber
$1.55M -$1.1M 1 4.29% Reduced
1636
MAM
Mark Asset Management
New York
$1.54M -$1.18M 1 0.44% Reduced
1637
OM
Ospraie Management
New York
$1.54M -$857K 1 1.23% Reduced
1638
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management
California
$1.54M +$236K 5 0.44% Increased
1639
CCM
Cobalt Capital Management
New Jersey
$1.54M -$23.4M 1 0.15% Reduced
1640
SCA
Salient Capital Advisors
Texas
$1.53M +$115K 2 0.05% Increased
1641
DCM
Dynamic Capital Management
Jersey
$1.53M -$3.41M 2 0.29% Reduced
1642
B
BancorpSouth
Mississippi
$1.52M +$48.5K 2 0.17% Increased
1643
WC
Whitnell & Co
Illinois
$1.52M -$311K 2 0.7% Reduced
1644
PDM
Penn Davis McFarland
Texas
$1.51M -$673K 1 0.36% Reduced
1645
FCFC
First Commonwealth Financial Corp
Pennsylvania
$1.5M -$1.2K 3 1.69% Reduced
1646
DWA
Dorsey Wright & Associates
California
$1.5M +$1.29M 1 0.22% New
1647
FCB
First Citizens Bancorporation
South Carolina
$1.5M -$351K 1 1.19% Reduced
1648
RGI
River Global Investors
United Kingdom
$1.5M +$593K 1 0.37% Increased
1649
YMRC
Yorktown Management & Research Company
Virginia
$1.5M +$446K 6 0.3% Increased
1650
BA
Birinyi Associates
Connecticut
$1.48M -$320K 2 0.79% Reduced