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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
BO
Bank OZK
Arkansas
$0 -$478K 0 – Closed
2202
BAM
Baring Asset Management
United Kingdom
$0 -$10.5M 0 – Closed
2203
BCM
BBT Capital Management
Texas
$0 -$7.87M 0 – Closed
2204
B
Bellecapital
Switzerland
$0 -$2.22M 0 – Closed
2205
Belvedere Trading
Belvedere Trading
Illinois
$0 -$2.63M 0 – Closed
2206
BCM
Bienville Capital Management
New York
$0 -$201K 0 – Closed
2207
BRAM
Black River Asset Management
Minnesota
$0 -$540K 0 – Closed
2208
BCM
Bourgeon Capital Management
Connecticut
$0 -$984K 0 – Closed
2209
BGIM
Boussard & Gavaudan Investment Management
United Kingdom
$0 -$201K 0 – Closed
2210
BWM
Braver Wealth Management
Massachusetts
$0 -$1.88M 0 – Closed
2211
BIM
BRC Investment Management
Colorado
$0 -$5.28M 0 – Closed
2212
BWFM
Bridgewater Wealth & Financial Management
Maryland
$0 -$454K 0 – Closed
2213
BPGAM
BTG Pactual Global Asset Management
Bermuda
$0 -$708K 0 – Closed
2214
CC
Cadinha & Co
Hawaii
$0 -$294K 0 – Closed
2215
Cambiar Investors
Cambiar Investors
Colorado
$0 -$42.8M 0 – Closed
2216
CISOA
Capital Investment Services of America
Wisconsin
$0 -$8.47M 0 – Closed
2217
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$0 -$8.08M 0 – Closed
2218
CPO
Cerity Partners OCIO
New York
$0 -$206K 0 – Closed
2219
CCG
Chatham Capital Group
Georgia
$0 -$651K 0 – Closed
2220
Chilton Capital Management
Chilton Capital Management
Texas
$0 -$9.27M 0 – Closed
2221
CP
Cinque Partners
California
$0 -$3.39M 0 – Closed
2222
CC
Colrain Capital
Massachusetts
$0 -$249K 0 – Closed
2223
CHCM
Columbus Hill Capital Management
New Jersey
$0 -$17.8M 0 – Closed
2224
CI
Cooper Investors
Australia
$0 -$4.28M 0 – Closed
2225
CCM
Cornerstone Capital Management
Minnesota
$0 -$42.9M 0 – Closed