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基礎建設與營造

基礎建設涵蓋道路、橋梁、港口、管線,以及支撐其他一切運作的公共建築,資金通常來自漫長的政治週期,而非市場。砂石骨材、水泥與工程量能通常是主要限制因素。

127檔股票

# 名稱 持股 交易金額 主題
股票
投資組合
占比
狀態
51
Neuberger Berman Group
Neuberger Berman Group
New York
US$40億 -US$2.74億 43 2.66% 減碼
52
Boston Partners
Boston Partners
Massachusetts
US$36.8億 +US$4.62億 22 3.27% 增持
53
Jupiter Topco
Jupiter Topco
New York
US$35.9億 +US$34.4億 51 1.46% 新
54
Barclays
Barclays
United Kingdom
US$35.2億 -US$13.3億 73 0.68% 減碼
55
Citigroup
Citigroup
New York
US$34.4億 +US$4.8億 75 1.14% 增持
56
LPL Financial
LPL Financial
California
US$33.3億 +US$1.98億 59 0.75% 增持
57
Nordea Investment Management
Nordea Investment Management
Sweden
US$31.6億 -US$2.37億 30 2.58% 減碼
58
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
US$31.4億 +US$1.49億 37 1.74% 增持
59
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
US$30.6億 -US$868萬 17 1.75% 減碼
60
Pictet Asset Management
Pictet Asset Management
Switzerland
US$29.6億 +US$2.76億 50 2.83% 增持
61
TCI Fund Management
TCI Fund Management
United Kingdom
US$29.1億 +US$14.8億 3 5.52% 增持
62
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
US$29億 +US$2.35億 77 1% 增持
63
California Public Employees Retirement System
California Public Employees Retirement System
California
US$28.1億 +US$460萬 29 1.59% 增持
64
HSBC Holdings
HSBC Holdings
United Kingdom
US$27.8億 +US$3527萬 48 1.16% 增持
65
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
US$27.6億 -US$593萬 67 2.08% 減碼
66
Millennium Management
Millennium Management
New York
US$26.9億 +US$4.08億 67 0.97% 增持
67
Vanguard Global Advisers
Vanguard Global Advisers
Pennsylvania
US$26.9億 -US$2601萬 68 1.25% 減碼
68
Vanguard Asset Management
Vanguard Asset Management
US$26.8億 +US$2.27億 53 1.81% 增持
69
VOYA Investment Management
VOYA Investment Management
Georgia
US$26億 +US$21.5萬 54 2.25% 增持
70
Newport Trust Company
Newport Trust Company
District of Columbia
US$25.9億 -US$4149萬 1 6.24% 減碼
71
National Pension Service
National Pension Service
South Korea
US$25.2億 +US$5623萬 13 1.63% 增持
72
Envestnet Asset Management
Envestnet Asset Management
Illinois
US$25.1億 -US$4977萬 56 0.59% 減碼
73
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$24.9億 +US$9498萬 56 1.94% 增持
74
Fidelity International
Fidelity International
Bermuda
US$24.4億 -US$2.15億 22 1.75% 減碼
75
Harris Associates
Harris Associates
Illinois
US$24.3億 -US$5096萬 8 3.22% 減碼