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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
151
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$10.2億 +$6749万 17 2.64% 買い増し
152
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$10.1億 +$6741万 21 3.63% 買い増し
153
Cerity Partners
Cerity Partners
New York
$10.1億 -$2025万 49 1.22% 減少
154
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$9.9億 -$2.39億 16 1.41% 減少
155
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$9.8億 +$8851万 6 2.86% 買い増し
156
Adage Capital Partners
Adage Capital Partners
Massachusetts
$9.8億 +$9314万 14 1.38% 買い増し
157
Korea Investment Corp
Korea Investment Corp
South Korea
$9.6億 -$3582万 17 1.82% 減少
158
Creative Planning
Creative Planning
Kansas
$9.6億 +$6088万 59 0.56% 買い増し
159
Marshall Wace
Marshall Wace
United Kingdom
$9.6億 +$2.11億 57 0.75% 買い増し
160
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$9.47億 +$3333万 53 0.86% 買い増し
161
Mariner
Mariner
Kansas
$9.43億 -$9309万 39 0.99% 減少
162
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$9.08億 +$3.11億 39 2.34% 買い増し
163
Canada Life
Canada Life
Manitoba, Canada
$9.07億 -$2億 38 1.45% 減少
164
Banco Santander
Banco Santander
Spain
$9.05億 +$7059万 14 5.63% 買い増し
165
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9.03億 +$3.05億 29 1.27% 買い増し
166
Jennison Associates
Jennison Associates
New York
$8.95億 +$2.66億 13 0.54% 買い増し
167
VARA
Value Aligned Research Advisors
New Jersey
$8.94億 +$1.81億 4 2.23% 買い増し
168
Truist Financial
Truist Financial
North Carolina
$8.86億 -$4507万 40 1.06% 減少
169
US Bancorp
US Bancorp
Minnesota
$8.77億 -$805万 61 0.96% 減少
170
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$8.76億 -$5180万 50 1.77% 減少
171
Osaic Holdings
Osaic Holdings
Arizona
$8.7億 -$693万 79 1.02% 減少
172
National Bank of Canada
National Bank of Canada
Quebec, Canada
$8.66億 -$2.19億 42 0.62% 減少
173
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$8.55億 +$1.44億 13 5.56% 買い増し
174
GRQ
Gardner Russo & Quinn
Pennsylvania
$8.51億 -$1746万 5 9.54% 減少
175
EARNEST Partners
EARNEST Partners
Georgia
$8.46億 +$6952万 8 3.05% 買い増し