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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
2326
PA
Perennial Advisors
New York
$0 -$22K 0 – Closed
2327
PFMOSF
Philadelphia Financial Management of San Francisco
California
$0 -$7.92M 0 – Closed
2328
PRCM
Pine River Capital Management
Minnesota
$0 -$5.16M 0 – Closed
2329
PCM
Pointe Capital Management
Michigan
$0 -$278K 0 – Closed
2330
PMG
ProVise Management Group
Florida
$0 -$399K 0 – Closed
2331
RC
RBO & Co
California
$0 -$697K 0 – Closed
2332
RPAM
Rhenman & Partners Asset Management
Sweden
$0 -$144K 0 – Closed
2333
RCA
Rowland Carmichael Advisors
Arizona
$0 -$1.36M 0 – Closed
2334
SIC
Schwartz Investment Counsel
Michigan
$0 -$371K 0 – Closed
2335
SAM
Shamrock Asset Management
Texas
$0 -$24K 0 – Closed
2336
SRFM
Shannon River Fund Management
New York
$0 -$4.99M 0 – Closed
2337
SAM
SignalPoint Asset Management
Missouri
$0 -$318K 0 – Closed
2338
SCM
SKBA Capital Management
California
$0 -$7.62M 0 – Closed
2339
SAM
Skyline Asset Management
Illinois
$0 -$10.8M 0 – Closed
2340
SCM
Southport Capital Management
Tennessee
$0 -$882K 0 – Closed
2341
SIG
Stanford Investment Group
California
$0 -$70K 0 – Closed
2342
SFA
Staton Financial Advisors
North Carolina
$0 -$1.97M 0 – Closed
2343
SIM
Strategic Investment Management
Virginia
$0 -$580K 0 – Closed
2344
SCP
Syntal Capital Partners
Texas
$0 -$293K 0 – Closed
2345
TIM
Tortoise Investment Management
New York
$0 $0 1 0% Maintained
2346
TCOO
Trust Company of Oklahoma
Oklahoma
$0 -$402K 0 – Closed
2347
VHAM
Van Hulzen Asset Management
California
$0 -$3.12M 0 – Closed
2348
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$0 -$38.4M 0 – Closed
2349
VIMU
Veritas Investment Management (UK)
United Kingdom
$0 -$66K 0 – Closed
2350
VC
Vestor Capital
Illinois
$0 -$93K 0 – Closed