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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
IIM
Ivory Investment Management
New York
$0 -$16.3M 0 – Closed
2302
JCM
Jafra Capital Management
New York
$0 -$1.16M 0 – Closed
2303
JIC
Joel Isaacson & Co
New York
$0 -$201K 0 – Closed
2304
JAM
JW Asset Management
Florida
$0 -$2.22M 0 – Closed
2305
KCM
Karp Capital Management
California
$0 -$2.33M 0 – Closed
2306
KL
KWMG LLC
Kansas
$0 -$2.06M 0 – Closed
2307
LCM
Lee Capital Management
New York
$0 -$927K 0 – Closed
2308
LPT
Legacy Private Trust
Wisconsin
$0 -$290K 0 – Closed
2309
LCM
Lomas Capital Management
New York
$0 -$12.6M 0 – Closed
2310
Lone Pine Capital
Lone Pine Capital
Connecticut
$0 -$468M 0 – Closed
2311
MWM
Marietta Wealth Management
Georgia
$0 -$1.31M 0 – Closed
2312
MDSL
M.D. Sass LLC
New York
$0 -$51.8M 0 – Closed
2313
MHS
M Holdings Securities
Oregon
$0 -$487K 0 – Closed
2314
Miller Howard Investments
Miller Howard Investments
New York
$0 -$4.6M 0 – Closed
2315
Mizuho Securities USA
Mizuho Securities USA
New York
$0 -$875K 0 – Closed
2316
MFS
Monetta Financial Services
Illinois
$0 -$2M 0 – Closed
2317
MBT
Monroe Bank & Trust
Michigan
$0 -$33K 0 – Closed
2318
MFP
Mosaic Financial Partners
California
$0 -$464K 0 – Closed
2319
NIS
National Investment Services
Wisconsin
$0 -$316K 0 – Closed
2320
New Mountain Vantage Advisers
New Mountain Vantage Advisers
New York
$0 -$8.11M 0 – Closed
2321
NPF
Norris Perne & French
Michigan
$0 -$224K 0 – Closed
2322
OWD
Osborn Williams & Donohoe
Ohio
$0 -$1.6M 0 – Closed
2323
OCA
Otter Creek Advisors
Florida
$0 -$4.2M 0 – Closed
2324
PFA
Paradigm Financial Advisors
Missouri
$0 -$1.43M 0 – Closed
2325
PIM
Parasol Investment Management
Illinois
$0 -$87K 0 – Closed