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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
FUBT
First United Bank & Trust
Maryland
$0 -$448K 0 – Closed
2202
Flossbach Von Storch
Flossbach Von Storch
Germany
$0 -$275K 0 – Closed
2203
Foresters Investment Management
Foresters Investment Management
New York
$0 -$241K 0 – Closed
2204
FHC
Forest Hill Capital
Arkansas
$0 -$556K 0 – Closed
2205
FFA
Fragasso Financial Advisors
Pennsylvania
$0 -$817K 0 – Closed
2206
GCG
Giovine Capital Group
California
$0 -$2.42M 0 – Closed
2207
GC
GMT Capital
Georgia
$0 -$2.97M 0 – Closed
2208
GIM
Goelzer Investment Management
Indiana
$0 -$3.9M 0 – Closed
2209
GAMA
Graticule Asia Macro Advisors
New York
$0 -$5.13M 0 – Closed
2210
HA
Harfst & Associates
Wyoming
$0 -$1.18M 0 – Closed
2211
HS
HighVista Strategies
Massachusetts
$0 -$951K 0 – Closed
2212
HAIM
Hunter Associates Investment Management
Pennsylvania
$0 -$178K 0 – Closed
2213
HSA
Hussman Strategic Advisors
Maryland
$0 -$136K 0 – Closed
2214
IT
Independence Trust
Tennessee
$0 -$367K 0 – Closed
2215
ITIM
Indiana Trust & Investment Management
Indiana
$0 -$1M 0 – Closed
2216
IIM
Ivory Investment Management
New York
$0 -$23.6M 0 – Closed
2217
KPF
K2 Principal Fund
Ontario, Canada
$0 -$1.63M 0 – Closed
2218
KCPG
Kavar Capital Partners Group
Kansas
$0 -$193K 0 – Closed
2219
KA
Kerrisdale Advisers
Florida
$0 -$4.6M 0 – Closed
2220
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$0 -$293K 0 – Closed
2221
LCM
Lionstone Capital Management
New York
$0 -$7.2M 0 – Closed
2222
LSA
L & S Advisors
California
$0 -$3.7M 0 – Closed
2223
LFM
Lumina Fund Management
New York
$0 -$472K 0 – Closed
2224
LCG
Luxor Capital Group
New York
$0 -$91.8M 0 – Closed
2225
MAM
Marketfield Asset Management
New York
$0 -$18.8M 0 – Closed