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インフラ・建設

インフラは、道路、橋、港湾、配管、公共施設など、ほかのあらゆるものを支える基盤です。市場ではなく、長期的な政治サイクルの中で資金が投じられます。一般的な制約要因は、骨材、セメント、エンジニアリング能力です。

127銘柄

# 名前 保有額 取引額 テーマ
銘柄
ポートフォリオに
占める割合
ステータス
601
Allworth Financial
Allworth Financial
California
$1.21億 -$5143万 66 0.51% 減少
602
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$1.21億 +$1394万 2 1.14% 買い増し
603
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$1.21億 -$862万 6 3.46% 減少
604
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$1.2億 +$7175万 4 1.42% 買い増し
605
SurgoCap Partners
SurgoCap Partners
New York
$1.2億 +$9978万 1 3.87% 新規
606
Baupost Group
Baupost Group
Massachusetts
$1.19億 -$7570万 1 2.21% 減少
607
Capital International Sarl
Capital International Sarl
California
$1.19億 +$405万 6 1.69% 買い増し
608
Milford Funds
Milford Funds
$1.19億 +$2750万 1 1.94% 買い増し
609
Engineers Gate Manager
Engineers Gate Manager
New York
$1.19億 +$374万 39 1.54% 買い増し
610
Goodlander Investment Management
Goodlander Investment Management
Texas
$1.19億 -$3406万 3 35.79% 減少
611
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$1.18億 +$390万 31 2.02% 買い増し
612
Renaissance Group
Renaissance Group
Kentucky
$1.18億 -$4705万 8 4.79% 減少
613
Yaupon Capital Management
Yaupon Capital Management
New York
$1.18億 +$1.25億 3 2.32% 新規
614
De Lisle Partners
De Lisle Partners
United Kingdom
$1.17億 +$172万 14 12.8% 買い増し
615
Gradient Investments
Gradient Investments
Minnesota
$1.17億 +$464万 8 1.62% 買い増し
616
Artemis Investment Management
Artemis Investment Management
United Kingdom
$1.17億 -$2.15億 5 1.04% 減少
617
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$1.17億 +$876万 10 3.91% 買い増し
618
Merit Financial Group
Merit Financial Group
Georgia
$1.17億 +$497万 36 0.71% 買い増し
619
Washington Trust
Washington Trust
Rhode Island
$1.17億 -$288万 9 3.63% 減少
620
PensionDanmark
PensionDanmark
Denmark
$1.17億 -$859万 13 0.97% 減少
621
SP
SIH Partners
Delaware
$1.17億 +$1779万 9 0.73% 買い増し
622
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$1.16億 +$1912万 30 0.76% 買い増し
623
Logan Capital Management
Logan Capital Management
Pennsylvania
$1.16億 +$9845万 8 4.32% 新規
624
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$1.16億 -$2759万 1 1.65% 減少
625
Clearstead Advisors
Clearstead Advisors
Ohio
$1.16億 -$1186万 62 1.09% 減少