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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
76
Federated Hermes
Federated Hermes
Pennsylvania
$23.8億 +$2.5億 45 3.42% 買い増し
77
Jane Street
Jane Street
New York
$23.7億 +$15.4億 60 0.2% 買い増し
78
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$23.5億 +$5.06億 8 2.13% 買い増し
79
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$22.7億 +$7425万 33 1.01% 買い増し
80
Citadel Advisors
Citadel Advisors
Florida
$22.7億 -$2.62億 74 0.26% 減少
81
Primecap Management
Primecap Management
California
$22.5億 +$5377万 5 1.33% 買い増し
82
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$22.2億 +$4.99億 41 1.23% 買い増し
83
Select Equity Group
Select Equity Group
New York
$22.1億 -$4.31億 9 10.93% 減少
84
ClearBridge Investments
ClearBridge Investments
New York
$21.7億 -$8586万 26 1.79% 減少
85
Nomura Asset Management International
Nomura Asset Management International
Pennsylvania
$20.7億 +$8134万 33 3.11% 買い増し
86
Allspring Global Investments
Allspring Global Investments
North Carolina
$20.7億 -$2.2億 41 3.17% 減少
87
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$20.7億 +$2.42億 22 1.46% 買い増し
88
Lazard Asset Management
Lazard Asset Management
New York
$20.5億 -$8870万 41 3.1% 減少
89
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$20.4億 -$1811万 63 1.88% 減少
90
Hill City Capital
Hill City Capital
Massachusetts
$19.8億 -$1195万 7 46.24% 減少
91
Renaissance Technologies
Renaissance Technologies
New York
$19.4億 -$2.74億 41 2.67% 減少
92
Russell Investments Group
Russell Investments Group
United Kingdom
$19億 +$5498万 73 1.67% 買い増し
93
Bessemer Group
Bessemer Group
New Jersey
$18.8億 -$2.83億 45 2.58% 減少
94
Aristotle Capital Management
Aristotle Capital Management
California
$18.6億 -$1.18億 3 3.91% 減少
95
Westfield Capital Management
Westfield Capital Management
Massachusetts
$18.4億 -$1.92億 10 6.02% 減少
96
SEI Investments
SEI Investments
Pennsylvania
$18.3億 -$8775万 63 1.61% 減少
97
Blackstone Inc
Blackstone Inc
New York
$17.7億 -$4.79億 18 4.53% 減少
98
1832 Asset Management
1832 Asset Management
Ontario, Canada
$17.4億 -$1.41億 17 0.87% 減少
99
Parnassus Investments
Parnassus Investments
California
$17.1億 -$5854万 6 4.56% 減少
100
CIBC Bancorp USA
CIBC Bancorp USA
Illinois
$17.1億 +$8118万 37 2.07% 買い増し