← すべてのテーマ

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
651
Life Cycle Investment Partners
Life Cycle Investment Partners
$1.06億 +$2051万 2 0.49% 買い増し
652
ARS Investment Partners
ARS Investment Partners
New York
$1.06億 +$55.6万 7 4.61% 買い増し
653
LCM
Lionstone Capital Management
New York
$1.05億 $0 1 24.11% 維持
654
Banque Transatlantique
Banque Transatlantique
France
$1.05億 -$4732万 11 2.25% 減少
655
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$1.05億 +$2560万 4 2.39% 買い増し
656
Y-Intercept (HK)
Y-Intercept (HK)
Hong Kong
$1.05億 -$2469万 32 2.07% 減少
657
Chilton Investment Company
Chilton Investment Company
Connecticut
$1.05億 -$2126万 9 2.51% 減少
658
Kestra Investment Management
Kestra Investment Management
Texas
$1.04億 -$6009万 8 2.02% 減少
659
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$1.04億 -$127万 8 1.2% 減少
660
Equitable Holdings
Equitable Holdings
New York
$1.04億 +$551万 19 0.62% 買い増し
661
Nicholas Company
Nicholas Company
Wisconsin
$1.04億 -$103万 4 1.9% 減少
662
MIM
Marco Investment Management
Georgia
$1.04億 -$201万 9 6.84% 減少
663
Axxcess Wealth Management
Axxcess Wealth Management
California
$1.04億 +$1125万 12 1.65% 買い増し
664
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$1.03億 -$6491万 5 2.91% 減少
665
Northeast Investment Management
Northeast Investment Management
Massachusetts
$1.03億 +$449万 5 3.8% 買い増し
666
Banque Cantonale Vaudoise
Banque Cantonale Vaudoise
Switzerland
$1.03億 -$286万 22 14.26% 減少
667
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$1.03億 +$20.5万 9 2.75% 買い増し
668
Harvey Partners
Harvey Partners
New York
$1.03億 +$227万 3 7.03% 買い増し
669
Polen Capital Management
Polen Capital Management
Florida
$1.02億 +$8095万 5 0.88% 買い増し
670
Locust Wood Capital Advisers
Locust Wood Capital Advisers
New York
$1.01億 +$1.02億 1 2.43% 新規
671
EULAV Asset Management
EULAV Asset Management
Florida
$1.01億 -$1544万 4 3.22% 減少
672
SCI
S&CO Inc
Massachusetts
$1.01億 -$417万 2 5.82% 減少
673
M.D. Sass LLC
M.D. Sass LLC
New York
$1億 -$6198万 3 6.54% 減少
674
Corvex Management
Corvex Management
New York
$9978万 -$354万 1 3.05% 減少
675
Generali Asset Management
Generali Asset Management
Italy
$9931万 -$260万 16 1.8% 減少