← 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
1976
CC
Chanos & Company
New York
$0 -$14.4M 0 – Closed
1977
CBCM
Charter Bridge Capital Management
New York
$0 -$13.3M 0 – Closed
1978
CCP
Clarkston Capital Partners
Michigan
$0 -$434K 0 – Closed
1979
CCA
Cobblestone Capital Advisors
New York
$0 -$747K 0 – Closed
1980
CW
Cobiz Wealth
Colorado
$0 -$291K 0 – Closed
1981
Coldstream Capital Management
Coldstream Capital Management
Washington
$0 -$1.34M 0 – Closed
1982
Colony Group
Colony Group
Massachusetts
$0 -$8.84M 0 – Closed
1983
DFIM
Detwiler Fenton Investment Management
Massachusetts
$0 -$649K 0 – Closed
1984
DWA
Dorsey Wright & Associates
California
$0 -$1.27M 0 – Closed
1985
DP
DSAM Partners
United Kingdom
$0 -$6.04M 0 – Closed
1986
EWP
Edmunds White Partners
Virginia
$0 -$230K 0 – Closed
1987
EGA
Emerging Global Advisors
New York
$0 -$554K 0 – Closed
1988
EC
EMS Capital
New York
$0 -$3.3M 0 – Closed
1989
EML
Eos Management LP
New York
$0 -$1.93M 0 – Closed
1990
FAT
First American Trust
California
$0 -$788K 0 – Closed
1991
FTB
First Trust Bank
Bahamas
$0 -$6.6M 0 – Closed
1992
FAM
Forty4 Asset Management
Illinois
$0 -$1.11M 0 – Closed
1993
FPCM
Fox Point Capital Management
New York
$0 -$6.2M 0 – Closed
1994
GHA
Garcia Hamilton & Associates
Texas
$0 -$5.15M 0 – Closed
1995
Generation Investment Management
Generation Investment Management
United Kingdom
$0 -$109M 0 – Closed
1996
GPC
Glacier Peak Capital
Washington
$0 -$2.37M 0 – Closed
1997
GCM
Glaxis Capital Management
Florida
$0 -$634K 0 – Closed
1998
GL
Globe Life
Texas
$0 -$825K 0 – Closed
1999
GC
Grace Capital
Massachusetts
$0 -$463K 0 – Closed
2000
GCM
Greywolf Capital Management
New York
$0 -$1.35M 0 – Closed