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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
726
Weitz Investment Management
Weitz Investment Management
Nebraska
$8744万 +$152万 2 6.05% 買い増し
727
Harbour Investments
Harbour Investments
Wisconsin
$8735万 +$125万 53 1.18% 買い増し
728
Silvant Capital Management
Silvant Capital Management
Georgia
$8671万 -$538万 10 2.52% 減少
729
Willis Investment Counsel
Willis Investment Counsel
Georgia
$8665万 -$143万 3 4.13% 減少
730
Adell Harriman & Carpenter
Adell Harriman & Carpenter
Texas
$8641万 -$326万 4 4.43% 減少
731
Dorsey Asset Management
Dorsey Asset Management
Illinois
$8607万 -$7907万 1 5.51% 減少
732
Covalis Capital
Covalis Capital
United Kingdom
$8584万 -$4287万 8 4.84% 減少
733
James Hambro & Partners
James Hambro & Partners
United Kingdom
$8570万 +$73.7万 1 3.1% 買い増し
734
Sandhill Capital Partners
Sandhill Capital Partners
New York
$8477万 +$2280万 4 6.89% 買い増し
735
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$8470万 -$484万 33 1.1% 減少
736
Aperture Investors
Aperture Investors
New York
$8455万 -$3062万 8 7.65% 減少
737
Fiduciary Trust
Fiduciary Trust
Massachusetts
$8438万 -$599万 19 0.92% 減少
738
Camrose Capital Investment Partners
Camrose Capital Investment Partners
United Kingdom
$8430万 +$560万 1 9.52% 買い増し
739
Park National Corp
Park National Corp
Ohio
$8396万 -$733万 3 2.35% 減少
740
Levin Capital Strategies
Levin Capital Strategies
New York
$8357万 -$47.1万 5 5.61% 減少
741
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
$8357万 -$385万 22 0.92% 減少
742
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$8322万 +$821万 15 1.57% 買い増し
743
Starboard Value
Starboard Value
New York
$8311万 -$6365万 1 1.84% 減少
744
Caprock Group
Caprock Group
Idaho
$8301万 +$2644万 23 1.59% 買い増し
745
Brookstone Capital Management
Brookstone Capital Management
Illinois
$8247万 -$1803万 16 0.83% 減少
746
LMR Partners
LMR Partners
United Kingdom
$8214万 +$2977万 12 0.31% 買い増し
747
Mission Wealth Management
Mission Wealth Management
California
$8170万 +$4362万 20 1% 買い増し
748
Ritholtz Wealth Management
Ritholtz Wealth Management
New York
$8169万 -$36.3万 37 1.22% 減少
749
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$8134万 -$551万 19 1.91% 減少
750
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$8049万 -$2051万 5 0.45% 減少