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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
2026
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$0 -$18.2M 0 – Closed
2027
NMLIC
Northwestern Mutual Life Insurance Company
Wisconsin
$0 -$6K 0 – Closed
2028
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$0 -$110K 0 – Closed
2029
OCM
Orleans Capital Management
Louisiana
$0 -$2.25M 0 – Closed
2030
OMC
Overbrook Management Corp
New York
$0 -$168K 0 – Closed
2031
PCM
Palestra Capital Management
New York
$0 -$7.37M 0 – Closed
2032
PCM
Parameter Capital Management
Connecticut
$0 -$5.08M 0 – Closed
2033
RIM
Ranger International Management
Illinois
$0 -$52K 0 – Closed
2034
RI
Relational Investors
California
$0 -$65.8M 0 – Closed
2035
River Road Asset Management
River Road Asset Management
Kentucky
$0 -$5.65M 0 – Closed
2036
SCM
Schneider Capital Management
Pennsylvania
$0 -$2.02M 0 – Closed
2037
SIG
Schooner Investment Group
Pennsylvania
$0 -$2.23M 0 – Closed
2038
SSI
Scott & Selber Inc
Texas
$0 -$2.12M 0 – Closed
2039
ST
Sentinel Trust
Texas
$0 -$332K 0 – Closed
2040
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors
California
$0 -$2.95M 0 – Closed
2041
SMA
Simply Money Advisors
Ohio
$0 -$25K 0 – Closed
2042
SSM
Sound Shore Management
Connecticut
$0 -$38.5M 0 – Closed
2043
SP
Steelhead Partners
Washington
$0 -$2.68M 0 – Closed
2044
SCM
Sterneck Capital Management
Missouri
$0 -$78K 0 – Closed
2045
Viking Global Investors
Viking Global Investors
Connecticut
$0 -$672M 0 – Closed
2046
VBCP
Vollero Beach Capital Partners
New York
$0 -$6.33M 0 – Closed
2047
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$0 -$1.69M 0 – Closed
2048
WFI
West Family Investments
California
$0 -$838K 0 – Closed