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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
1101
GAM Holding
GAM Holding
Switzerland
US$4050萬 -US$36.6萬 10 3.1% 減碼
1102
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
US$4046萬 -US$1251萬 5 0.38% 減碼
1103
Cartenna Capital
Cartenna Capital
Connecticut
US$4045萬 -US$4655萬 1 0.96% 減碼
1104
Donald Smith & Co
Donald Smith & Co
New York
US$4041萬 -US$6648萬 1 0.72% 減碼
1105
LA
LFL Advisers
Illinois
US$4033萬 -US$906萬 1 10.78% 減碼
1106
Atwater Malick
Atwater Malick
Pennsylvania
US$4032萬 -US$13.6萬 1 8.78% 減碼
1107
Empirical Finance
Empirical Finance
Pennsylvania
US$4025萬 -US$20.3萬 11 1.67% 減碼
1108
James Investment Research
James Investment Research
Ohio
US$4024萬 -US$436萬 6 4.09% 減碼
1109
Peterson Wealth Services
Peterson Wealth Services
Utah
US$4017萬 -US$58.1萬 7 8.76% 減碼
1110
Calamos Wealth Management
Calamos Wealth Management
Illinois
US$4012萬 +US$395萬 3 1.21% 增持
1111
CWA Asset Management Group
CWA Asset Management Group
Florida
US$4003萬 +US$604萬 9 1.22% 增持
1112
Exane Asset Management
Exane Asset Management
France
US$4002萬 -US$5754萬 3 14.46% 減碼
1113
Heartland Advisors
Heartland Advisors
Wisconsin
US$4002萬 +US$738萬 5 1.78% 增持
1114
AIA Group
AIA Group
Hong Kong
US$3998萬 +US$851萬 8 0.5% 增持
1115
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
US$3987萬 -US$349萬 5 0.15% 減碼
1116
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
US$3973萬 -US$60.1萬 27 0.89% 減碼
1117
Camden National Bank
Camden National Bank
Maine
US$3959萬 -US$597萬 6 5.16% 減碼
1118
Meeder Asset Management
Meeder Asset Management
Ohio
US$3954萬 -US$197萬 24 2.02% 減碼
1119
Southeastern Asset Management
Southeastern Asset Management
Tennessee
US$3951萬 -US$211萬 1 2.06% 減碼
1120
Diversify Advisory Services
Diversify Advisory Services
Utah
US$3941萬 +US$3782萬 15 0.66% 增持
1121
Diversify Wealth Management
Diversify Wealth Management
Utah
US$3941萬 -US$65.4萬 15 0.66% 減碼
1122
Campbell Newman Asset Management
Campbell Newman Asset Management
Wisconsin
US$3932萬 -US$2098萬 7 2.92% 減碼
1123
Eastern Bank
Eastern Bank
Massachusetts
US$3928萬 +US$1625萬 14 0.6% 增持
1124
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
US$3926萬 -US$190萬 8 0.79% 減碼
1125
EAM Investors
EAM Investors
California
US$3924萬 -US$545萬 10 3.5% 減碼