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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
2201
NIC
Northwest Investment Counselors
Oregon
$0 -$215K 0 – Closed
2202
PA
Para Advisors
New York
$0 -$2.1M 0 – Closed
2203
PM
Parametrica Management
Hong Kong
$0 -$269K 0 – Closed
2204
PAS
Partnervest Advisory Services
California
$0 -$452K 0 – Closed
2205
PC
Passport Capital
California
$0 -$687K 0 – Closed
2206
PWPCM
Perella Weinberg Partners Capital Management
New York
$0 -$13.7M 0 – Closed
2207
PIP
Perennial Investment Partners
Australia
$0 -$1.83M 0 – Closed
2208
PG
Portola Group
California
$0 -$2.27M 0 – Closed
2209
PPSG
Princeton Portfolio Strategies Group
New Jersey
$0 -$324K 0 – Closed
2210
QLMGAA
QS Legg Mason Global Asset Allocation
New York
$0 -$2.66M 0 – Closed
2211
RIM
Reliant Investment Management
Tennessee
$0 -$329K 0 – Closed
2212
RCMC
RK Capital Management (Colorado)
Colorado
$0 -$18.3M 0 – Closed
2213
RCM
Roystone Capital Management
New York
$0 -$80.8M 0 – Closed
2214
Samlyn Capital
Samlyn Capital
New York
$0 -$30.2M 0 – Closed
2215
SAM
Sandell Asset Management
New York
$0 -$21.1M 0 – Closed
2216
SC
Scholtz & Company
Connecticut
$0 -$285K 0 – Closed
2217
SC
Seawolf Capital
New York
$0 -$8.81M 0 – Closed
2218
SC
Selz Capital
New York
$0 -$2.94M 0 – Closed
2219
SFM
Signature Financial Management
Virginia
$0 -$220K 0 – Closed
2220
SFT
Simmons First Trust
Arkansas
$0 -$612K 0 – Closed
2221
SA
Smithwood Advisers
California
$0 -$85.9M 0 – Closed
2222
Third Point
Third Point
New York
$0 -$161M 0 – Closed
2223
TIM
Thompson Investment Management
Wisconsin
$0 -$303K 0 – Closed
2224
TAL
TIG Advisors LLC
New York
$0 -$8.93M 0 – Closed
2225
TPG Group Holdings (SBS) Advisors
TPG Group Holdings (SBS) Advisors
Texas
$0 -$4.5M 0 – Closed