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 | |
|---|---|---|---|---|---|---|---|
| 426 |
Geneva Capital Management
Milwaukee,
Wisconsin
| USD 220 M | -USD 45.6 M | 5 | 5.04% | Reducidas |
|
| 427 |
Pinnacle Associates
New York
| USD 220 M | -USD 1.67 M | 20 | 2.4% | Reducidas |
|
| 428 |
Sarasin & Partners
London,
United Kingdom
| USD 219 M | -USD 26.7 M | 3 | 2.56% | Reducidas |
|
| 429 |
Mawer Investment Management
Calgary,
Alberta, Canada
| USD 218 M | +USD 44.1 M | 4 | 1.48% | Aumentadas |
|
| 430 |
B. Metzler seel. Sohn & Co
Frankfurt,
Germany
| USD 218 M | -USD 11.1 M | 21 | 1.89% | Reducidas |
|
| 431 |
VHMC
Value Holdings Management Company
Hampton Bays,
New York
| USD 218 M | +USD 4.5 M | 7 | 36.47% | Aumentadas |
|
| 432 |
SAM
Scopus Asset Management
New York
| USD 216 M | +USD 37.4 M | 9 | 3.04% | Aumentadas |
|
| 433 |
Oberweis Asset Management
Lisle,
Illinois
| USD 216 M | -USD 6.5 M | 8 | 4.46% | Reducidas |
|
| 434 |
ExodusPoint Capital Management
New York
| USD 214 M | +USD 65.9 M | 25 | 1.38% | Aumentadas |
|
| 435 |
Cannell & Spears
New York
| USD 213 M | -USD 30.5 M | 11 | 3.8% | Reducidas |
|
| 436 |
QRG Capital Management
Chicago,
Illinois
| USD 212 M | +USD 12.1 M | 26 | 1.74% | Aumentadas |
|
| 437 |
Tocqueville Asset Management
New York
| USD 211 M | -USD 2.05 M | 9 | 2.79% | Reducidas |
|
| 438 |
J. Safra Sarasin Holding
| USD 210 M | +USD 64 M | 18 | 3.01% | Aumentadas |
|
| 439 |
Neumeier Poma Investment Counsel
Carmel,
California
| USD 210 M | +USD 6.39 M | 6 | 14.35% | Aumentadas |
|
| 440 |
Midwest Trust
Overland Park,
Kansas
| USD 208 M | -USD 10.6 M | 11 | 2.36% | Reducidas |
|
| 441 |
Capital Fund Management (CFM)
Paris,
France
| USD 208 M | -USD 2.17 M | 17 | 0.92% | Reducidas |
|
| 442 |
Pacer Advisors
Malvern,
Pennsylvania
| USD 207 M | +USD 25 M | 31 | 0.53% | Aumentadas |
|
| 443 |
BDT Capital Partners
Chicago,
Illinois
| USD 207 M | USD 0 | 1 | 4.76% | Mantenido |
|
| 444 |
Lido Advisors
Los Angeles,
California
| USD 207 M | -USD 99.3 k | 25 | 0.56% | Reducidas |
|
| 445 |
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
| USD 205 M | +USD 86.1 M | 8 | 7.21% | Aumentadas |
|
| 446 |
Waverly Advisors
Birmingham,
Alabama
| USD 203 M | +USD 36.2 M | 24 | 1.18% | Aumentadas |
|
| 447 |
UniSuper Management
Melbourne, Victoria,
Australia
| USD 203 M | +USD 8.5 M | 13 | 1.05% | Aumentadas |
|
| 448 |
Gateway Investment Advisers
Cincinnati,
Ohio
| USD 203 M | -USD 23.4 M | 20 | 2.01% | Reducidas |
|
| 449 |
USS Investment Management
London,
United Kingdom
| USD 203 M | +USD 33.9 M | 16 | 0.73% | Aumentadas |
|
| 450 |
Whittier Trust
South Pasadena,
California
| USD 203 M | +USD 18 M | 25 | 1.96% | Aumentadas |
|