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 | |
|---|---|---|---|---|---|---|---|
| 651 |
Life Cycle Investment Partners
London,
| USD 106 M | +USD 20.5 M | 2 | 0.49% | Aumentadas |
|
| 652 |
ARS Investment Partners
New York
| USD 106 M | +USD 556 k | 7 | 4.61% | Aumentadas |
|
| 653 |
LCM
Lionstone Capital Management
New York
| USD 105 M | USD 0 | 1 | 24.11% | Mantenido |
|
| 654 |
Banque Transatlantique
Paris,
France
| USD 105 M | -USD 47.3 M | 11 | 2.25% | Reducidas |
|
| 655 |
Zevenbergen Capital Investments
Edmonds,
Washington
| USD 105 M | +USD 25.6 M | 4 | 2.39% | Aumentadas |
|
| 656 |
Y-Intercept (HK)
Hong Kong
| USD 105 M | -USD 24.7 M | 32 | 2.07% | Reducidas |
|
| 657 |
Chilton Investment Company
Stamford,
Connecticut
| USD 105 M | -USD 21.3 M | 9 | 2.51% | Reducidas |
|
| 658 |
Kestra Investment Management
Austin,
Texas
| USD 104 M | -USD 60.1 M | 8 | 2.02% | Reducidas |
|
| 659 |
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
| USD 104 M | -USD 1.27 M | 8 | 1.2% | Reducidas |
|
| 660 |
Equitable Holdings
New York
| USD 104 M | +USD 5.51 M | 19 | 0.62% | Aumentadas |
|
| 661 |
Nicholas Company
Milwaukee,
Wisconsin
| USD 104 M | -USD 1.03 M | 4 | 1.9% | Reducidas |
|
| 662 |
MIM
Marco Investment Management
Atlanta,
Georgia
| USD 104 M | -USD 2.01 M | 9 | 6.84% | Reducidas |
|
| 663 |
Axxcess Wealth Management
Carlsbad,
California
| USD 104 M | +USD 11.3 M | 12 | 1.65% | Aumentadas |
|
| 664 |
Ceredex Value Advisors
Orlando,
Florida
| USD 103 M | -USD 64.9 M | 5 | 2.91% | Reducidas |
|
| 665 |
Northeast Investment Management
Boston,
Massachusetts
| USD 103 M | +USD 4.49 M | 5 | 3.8% | Aumentadas |
|
| 666 |
Banque Cantonale Vaudoise
Lausanne,
Switzerland
| USD 103 M | -USD 2.86 M | 22 | 14.26% | Reducidas |
|
| 667 |
Bragg Financial Advisors
Charlotte,
North Carolina
| USD 103 M | +USD 205 k | 9 | 2.75% | Aumentadas |
|
| 668 |
Harvey Partners
Tarrytown,
New York
| USD 103 M | +USD 2.27 M | 3 | 7.03% | Aumentadas |
|
| 669 |
Polen Capital Management
Boca Raton,
Florida
| USD 102 M | +USD 80.9 M | 5 | 0.88% | Aumentadas |
|
| 670 |
Locust Wood Capital Advisers
New York
| USD 101 M | +USD 102 M | 1 | 2.43% | Nuevas |
|
| 671 |
EULAV Asset Management
Sarasota,
Florida
| USD 101 M | -USD 15.4 M | 4 | 3.22% | Reducidas |
|
| 672 |
SCI
S&CO Inc
Boston,
Massachusetts
| USD 101 M | -USD 4.17 M | 2 | 5.82% | Reducidas |
|
| 673 |
M.D. Sass LLC
New York
| USD 100 M | -USD 62 M | 3 | 6.54% | Reducidas |
|
| 674 |
Corvex Management
New York
| USD 100 M | -USD 3.54 M | 1 | 3.05% | Reducidas |
|
| 675 |
Generali Asset Management
Trieste,
Italy
| USD 99.3 M | -USD 2.6 M | 16 | 1.8% | Reducidas |
|