Infraestructura y construcción
La infraestructura abarca las carreteras, los puentes, los puertos, las tuberías y los edificios públicos de los que depende todo lo demás. Se financia a lo largo de ciclos políticos prolongados, no a través del mercado. Los materiales pétreos, el cemento y la capacidad de ingeniería suelen ser los principales cuellos de botella.
127 acciones
| # | Nombre | Posición | Valor operado |
Acciones del tema |
% del portafolio | Estado | |
|---|---|---|---|---|---|---|---|
| 401 |
Sanctuary Advisors
Indianapolis,
Indiana
| USD 243 M | -USD 7.84 M | 40 | 1.12% | Reducidas |
|
| 402 |
Glenmede Trust
Philadelphia,
Pennsylvania
| USD 241 M | +USD 19.3 M | 29 | 1.06% | Aumentadas |
|
| 403 |
Nomura Holdings
Tokyo,
Japan
| USD 240 M | +USD 139 M | 19 | 0.28% | Aumentadas |
|
| 404 |
Black Creek Investment Management
Toronto,
Ontario, Canada
| USD 238 M | +USD 6.92 M | 3 | 13.34% | Aumentadas |
|
| 405 |
Evercore Wealth Management
New York
| USD 237 M | -USD 40.1 M | 9 | 3.35% | Reducidas |
|
| 406 |
Capital International Inc
Los Angeles,
California
| USD 235 M | +USD 8.76 M | 6 | 1.65% | Aumentadas |
|
| 407 |
Channing Capital Management
Chicago,
Illinois
| USD 235 M | +USD 9.42 M | 4 | 5.41% | Aumentadas |
|
| 408 |
L1 Capital International
Sydney NSW 2000,
Australia
| USD 235 M | -USD 7.67 M | 3 | 13.76% | Reducidas |
|
| 409 |
Junto Capital Management
New York
| USD 233 M | +USD 229 M | 3 | 4.1% | Nuevas |
|
| 410 |
NEOS Investment Management
Westport,
Connecticut
| USD 233 M | +USD 26.6 M | 13 | 0.86% | Aumentadas |
|
| 411 |
Montrusco Bolton Investments
Montreal,
Quebec, Canada
| USD 232 M | -USD 53 M | 3 | 3.6% | Reducidas |
|
| 412 |
Jupiter Asset Management
London,
United Kingdom
| USD 231 M | -USD 11.9 M | 10 | 1.14% | Reducidas |
|
| 413 |
Vanguard Personalized Indexing Management
Oakland,
California
| USD 229 M | +USD 8.72 M | 47 | 1.88% | Aumentadas |
|
| 414 |
&Partners
Nashville,
Tennessee
| USD 229 M | +USD 14.9 M | 32 | 0.94% | Aumentadas |
|
| 415 |
Union Bancaire Privee
Geneva 1,
Switzerland
| USD 229 M | +USD 26.9 M | 15 | 2.5% | Aumentadas |
|
| 416 |
First Manhattan
New York
| USD 229 M | -USD 46 M | 19 | 0.58% | Reducidas |
|
| 417 |
INTECH Investment Management
West Palm Beach,
Florida
| USD 227 M | -USD 44.9 M | 46 | 2.09% | Reducidas |
|
| 418 |
Erste Asset Management
Vienna,
Austria
| USD 227 M | +USD 26.2 M | 12 | 1.77% | Aumentadas |
|
| 419 |
Tweedy, Browne Co
Stamford,
Connecticut
| USD 226 M | -USD 367 k | 1 | 17.11% | Reducidas |
|
| 420 |
Southpoint Capital Advisors
New York
| USD 225 M | +USD 259 M | 2 | 5.13% | Nuevas |
|
| 421 |
Longview Asset Management (Illinois)
Chicago,
Illinois
| USD 224 M | USD 0 | 1 | 2.26% | Mantenido |
|
| 422 |
Landesbank Baden-Wuerttemberg
Stuttgart Baden-Wuerttemberg,
Germany
| USD 222 M | -USD 2.14 M | 1 | 82.67% | Reducidas |
|
| 423 |
Metropolis Capital
Amersham,
United Kingdom
| USD 222 M | -USD 103 M | 1 | 6.44% | Reducidas |
|
| 424 |
Menora Mivtachim Holdings
Ramat Gan,
Israel
| USD 221 M | +USD 408 k | 2 | 0.86% | Aumentadas |
|
| 425 |
EFG International
Zurich,
| USD 220 M | -USD 15.5 M | 23 | 4.03% | Reducidas |
|