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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
101
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$17億 -$1.34億 18 4.88% 減少
102
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$17億 -$6.65億 14 1.11% 減少
103
TD Asset Management
TD Asset Management
Ontario, Canada
$16.5億 -$4.24億 26 1.43% 減少
104
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$16.5億 -$1.02億 51 3.16% 減少
105
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$16.4億 -$6.58億 13 4.46% 減少
106
Aviva
Aviva
United Kingdom
$16.2億 -$4449万 23 2.39% 減少
107
Stifel Financial
Stifel Financial
Missouri
$16.1億 +$3535万 54 1.34% 買い増し
108
Natixis Advisors
Natixis Advisors
Massachusetts
$15.9億 +$7467万 39 1.79% 買い増し
109
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$15.7億 +$1.52億 66 1.98% 買い増し
110
Vontobel Holding
Vontobel Holding
Switzerland
$15.4億 +$3.96億 27 4.9% 買い増し
111
Allianz Asset Management
Allianz Asset Management
Germany
$15.2億 +$1.25億 32 1.23% 買い増し
112
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$15億 -$9826万 50 1.5% 減少
113
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$15億 -$8693万 48 2.52% 減少
114
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$14.5億 -$5921万 26 1.82% 減少
115
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$14.3億 -$107万 22 2.41% 減少
116
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$14.3億 +$2.21億 41 1.32% 買い増し
117
Point72 Asset Management
Point72 Asset Management
Connecticut
$14.1億 +$1.79億 43 1.56% 買い増し
118
D.E. Shaw & Co
D.E. Shaw & Co
New York
$14.1億 +$1.71億 58 0.67% 買い増し
119
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK)
United Kingdom
$13.7億 -$703万 2 19.81% 減少
120
Lone Pine Capital
Lone Pine Capital
Connecticut
$13.7億 +$3.01億 3 8.35% 買い増し
121
Royal London Asset Management
Royal London Asset Management
United Kingdom
$13.6億 -$1.85億 18 2.51% 減少
122
Swedbank
Swedbank
Sweden
$13.3億 -$8214万 22 1.15% 減少
123
Two Sigma Investments
Two Sigma Investments
New York
$13.2億 -$1.1億 57 0.96% 減少
124
Corient Private Wealth
Corient Private Wealth
Florida
$13.2億 +$8842万 46 1.83% 買い増し
125
Jones Financial Companies
Jones Financial Companies
Missouri
$13.2億 +$1.38億 67 0.53% 買い増し