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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
101
CIBC Bancorp USA
CIBC Bancorp USA
Illinois
US$17.1億 +US$8118萬 37 2.07% 增持
102
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
US$17億 -US$1.34億 18 4.88% 減碼
103
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
US$17億 -US$6.65億 14 1.11% 減碼
104
TD Asset Management
TD Asset Management
Ontario, Canada
US$16.5億 -US$4.24億 26 1.43% 減碼
105
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
US$16.5億 -US$1.02億 51 3.16% 減碼
106
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
US$16.4億 -US$6.58億 13 4.46% 減碼
107
Aviva
Aviva
United Kingdom
US$16.2億 -US$4449萬 23 2.39% 減碼
108
Stifel Financial
Stifel Financial
Missouri
US$16.1億 +US$3535萬 54 1.34% 增持
109
Natixis Advisors
Natixis Advisors
Massachusetts
US$15.9億 +US$7467萬 39 1.79% 增持
110
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
US$15.7億 +US$1.52億 66 1.98% 增持
111
Vontobel Holding
Vontobel Holding
Switzerland
US$15.4億 +US$3.96億 27 4.9% 增持
112
Allianz Asset Management
Allianz Asset Management
Germany
US$15.2億 +US$1.25億 32 1.23% 增持
113
BNP Paribas Asset Management
BNP Paribas Asset Management
France
US$15億 -US$9826萬 50 1.5% 減碼
114
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
US$15億 -US$8693萬 48 2.52% 減碼
115
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
US$14.5億 -US$5921萬 26 1.82% 減碼
116
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
US$14.3億 -US$107萬 22 2.41% 減碼
117
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
US$14.3億 +US$2.21億 41 1.32% 增持
118
Point72 Asset Management
Point72 Asset Management
Connecticut
US$14.1億 +US$1.79億 43 1.56% 增持
119
D.E. Shaw & Co
D.E. Shaw & Co
New York
US$14.1億 +US$1.71億 58 0.67% 增持
120
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK)
United Kingdom
US$13.7億 -US$703萬 2 19.81% 減碼
121
Lone Pine Capital
Lone Pine Capital
Connecticut
US$13.7億 +US$3.01億 3 8.35% 增持
122
Royal London Asset Management
Royal London Asset Management
United Kingdom
US$13.6億 -US$1.85億 18 2.51% 減碼
123
Swedbank
Swedbank
Sweden
US$13.3億 -US$8214萬 22 1.15% 減碼
124
Two Sigma Investments
Two Sigma Investments
New York
US$13.2億 -US$1.1億 57 0.96% 減碼
125
Corient Private Wealth
Corient Private Wealth
Florida
US$13.2億 +US$8842萬 46 1.83% 增持