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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
976
Dorsey Wright & Associates
Dorsey Wright & Associates
California
US$5017萬 -US$1768萬 5 8.51% 減碼
977
RBF Capital
RBF Capital
California
US$4984萬 +US$625萬 8 2.07% 增持
978
AG2R La Mondiale Gestion d'Actifs
AG2R La Mondiale Gestion d'Actifs
France
US$4981萬 +US$356萬 10 1.81% 增持
979
CCM Investment Advisers
CCM Investment Advisers
South Carolina
US$4976萬 -US$568萬 2 3.85% 減碼
980
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
US$4962萬 +US$1268萬 12 1.05% 增持
981
HC
Henshaw Capital
Massachusetts
US$4956萬 -US$31.6萬 3 1.61% 減碼
982
Intrinsic Edge Capital Management
Intrinsic Edge Capital Management
Illinois
US$4925萬 -US$150萬 7 5.09% 減碼
983
Spyglass Capital Management
Spyglass Capital Management
California
US$4924萬 -US$473萬 1 2.67% 減碼
984
IQ EQ Fund Management
IQ EQ Fund Management
Ireland
US$4917萬 +US$644萬 12 3.14% 增持
985
Valiant Capital Management
Valiant Capital Management
California
US$4916萬 -US$3034萬 1 1.98% 減碼
986
First Interstate Bank
First Interstate Bank
Montana
US$4886萬 -US$41.4萬 3 2.55% 減碼
987
Independent Financial Group
Independent Financial Group
California
US$4876萬 +US$662萬 18 0.91% 增持
988
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
US$4874萬 +US$390萬 6 0.81% 增持
989
Renaissance Investment Group
Renaissance Investment Group
Massachusetts
US$4863萬 -US$167萬 5 9.56% 減碼
990
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
US$4857萬 +US$280萬 6 1.08% 增持
991
Saudi Central Bank
Saudi Central Bank
Saudi Arabia
US$4849萬 +US$2182萬 12 0.64% 增持
992
LMCG Investments
LMCG Investments
Massachusetts
US$4825萬 -US$632萬 3 2.58% 減碼
993
Wilkinson Global Asset Management
Wilkinson Global Asset Management
New York
US$4823萬 -US$1625萬 1 3.83% 減碼
994
J. Goldman & Co
J. Goldman & Co
New York
US$4808萬 -US$1025萬 4 1.24% 減碼
995
Simmons Bank
Simmons Bank
Arkansas
US$4807萬 +US$426萬 7 2.74% 增持
996
Patton Albertson Miller Group
Patton Albertson Miller Group
Tennessee
US$4806萬 -US$212萬 6 4.78% 減碼
997
Sigma Planning Corp
Sigma Planning Corp
Michigan
US$4792萬 +US$584萬 16 1.21% 增持
998
Skylands Capital
Skylands Capital
Wisconsin
US$4778萬 +US$13.6萬 7 5.87% 增持
999
Hamilton Point Investment Advisors
Hamilton Point Investment Advisors
North Carolina
US$4767萬 -US$20.9萬 4 6.71% 減碼
1000
Hamilton Capital Partners (Canada)
Hamilton Capital Partners (Canada)
US$4764萬 -US$352萬 1 1.38% 減碼