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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
2301
MCL
MIK Capital LLC
New York
$0 -$1.71M 0 – Closed
2302
MC
Mitra Capital
Massachusetts
$0 -$3.26M 0 – Closed
2303
MTB
Mizuho Trust & Banking
Japan
$0 -$205M 0 – Closed
2304
MHAM
Monroe Hall Asset Management
New York
$0 -$40M 0 – Closed
2305
MC
Montag & Caldwell
Georgia
$0 -$376K 0 – Closed
2306
MIS
Morningstar Investment Services
Illinois
$0 -$628K 0 – Closed
2307
MLM
Mount Lucas Management
Pennsylvania
$0 -$1.04M 0 – Closed
2308
OPTFSNA
Old Point Trust & Financial Services N A
Virginia
$0 -$211K 0 – Closed
2309
PCM
Palouse Capital Management
Washington
$0 -$225K 0 – Closed
2310
Pathstone Family Office
Pathstone Family Office
New Jersey
$0 -$318K 0 – Closed
2311
PHS
Pekin Hardy Strauss
Illinois
$0 -$383K 0 – Closed
2312
PFG
Piershale Financial Group
Illinois
$0 -$16K 0 – Closed
2313
PCM
Polaris Capital Management
Massachusetts
$0 -$4.08M 0 – Closed
2314
PRHC
P.R. Herzig & Co
New York
$0 -$1.55M 0 – Closed
2315
PSCM
Prince Street Capital Management
New York
$0 -$24.5M 0 – Closed
2316
RIA
Regal Investment Advisors
Michigan
$0 -$248K 0 – Closed
2317
RCP
RIT Capital Partners
United Kingdom
$0 -$5.59M 0 – Closed
2318
RJA
Robshaw & Julian Associates
New York
$0 -$2.84M 0 – Closed
2319
RAA
RWC Asset Advisors
Florida
$0 -$11M 0 – Closed
2320
Samlyn Capital
Samlyn Capital
New York
$0 -$21.4M 0 – Closed
2321
SMH
Sanders Morris Harris
Texas
$0 -$229K 0 – Closed
2322
SIG
Schooner Investment Group
Pennsylvania
$0 -$393K 0 – Closed
2323
SFPM
Sensible Financial Planning & Management
Massachusetts
$0 -$1K 0 – Closed
2324
SBA
Seven Bridges Advisors
New York
$0 -$110K 0 – Closed
2325
SCM
SG Capital Management
Illinois
$0 -$36M 0 – Closed