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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
76
Federated Hermes
Federated Hermes
Pennsylvania
US$23.8億 +US$2.5億 45 3.42% 增持
77
Jane Street
Jane Street
New York
US$23.7億 +US$15.4億 60 0.2% 增持
78
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
US$23.5億 +US$5.06億 8 2.13% 增持
79
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
US$22.7億 +US$7425萬 33 1.01% 增持
80
Citadel Advisors
Citadel Advisors
Florida
US$22.7億 -US$2.62億 74 0.26% 減碼
81
Primecap Management
Primecap Management
California
US$22.5億 +US$5377萬 5 1.33% 增持
82
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
US$22.2億 +US$4.99億 41 1.23% 增持
83
Select Equity Group
Select Equity Group
New York
US$22.1億 -US$4.31億 9 10.93% 減碼
84
ClearBridge Investments
ClearBridge Investments
New York
US$21.7億 -US$8586萬 26 1.79% 減碼
85
Nomura Asset Management International
Nomura Asset Management International
Pennsylvania
US$20.7億 +US$8134萬 33 3.11% 增持
86
Allspring Global Investments
Allspring Global Investments
North Carolina
US$20.7億 -US$2.2億 41 3.17% 減碼
87
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
US$20.7億 +US$2.42億 22 1.46% 增持
88
Lazard Asset Management
Lazard Asset Management
New York
US$20.5億 -US$8870萬 41 3.1% 減碼
89
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
US$20.4億 -US$1811萬 63 1.88% 減碼
90
Hill City Capital
Hill City Capital
Massachusetts
US$19.8億 -US$1195萬 7 46.24% 減碼
91
Renaissance Technologies
Renaissance Technologies
New York
US$19.4億 -US$2.74億 41 2.67% 減碼
92
Russell Investments Group
Russell Investments Group
United Kingdom
US$19億 +US$5498萬 73 1.67% 增持
93
Bessemer Group
Bessemer Group
New Jersey
US$18.8億 -US$2.83億 45 2.58% 減碼
94
Aristotle Capital Management
Aristotle Capital Management
California
US$18.6億 -US$1.18億 3 3.91% 減碼
95
Westfield Capital Management
Westfield Capital Management
Massachusetts
US$18.4億 -US$1.92億 10 6.02% 減碼
96
SEI Investments
SEI Investments
Pennsylvania
US$18.3億 -US$8775萬 63 1.61% 減碼
97
Blackstone Inc
Blackstone Inc
New York
US$17.7億 -US$4.79億 18 4.53% 減碼
98
1832 Asset Management
1832 Asset Management
Ontario, Canada
US$17.4億 -US$1.41億 17 0.87% 減碼
99
Parnassus Investments
Parnassus Investments
California
US$17.1億 -US$5854萬 6 4.56% 減碼
100
CIBC Bancorp USA
CIBC Bancorp USA
Illinois
US$17.1億 +US$8118萬 37 2.07% 增持