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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
151
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
US$10.2億 +US$6749萬 17 2.64% 增持
152
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
US$10.1億 +US$6741萬 21 3.63% 增持
153
Cerity Partners
Cerity Partners
New York
US$10.1億 -US$2025萬 49 1.22% 減碼
154
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
US$9.9億 -US$2.39億 16 1.41% 減碼
155
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
US$9.8億 +US$8851萬 6 2.86% 增持
156
Adage Capital Partners
Adage Capital Partners
Massachusetts
US$9.8億 +US$9314萬 14 1.38% 增持
157
Korea Investment Corp
Korea Investment Corp
South Korea
US$9.6億 -US$3582萬 17 1.82% 減碼
158
Creative Planning
Creative Planning
Kansas
US$9.6億 +US$6088萬 59 0.56% 增持
159
Marshall Wace
Marshall Wace
United Kingdom
US$9.6億 +US$2.11億 57 0.75% 增持
160
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
US$9.47億 +US$3333萬 53 0.86% 增持
161
Mariner
Mariner
Kansas
US$9.43億 -US$9309萬 39 0.99% 減碼
162
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
US$9.08億 +US$3.11億 39 2.34% 增持
163
Canada Life
Canada Life
Manitoba, Canada
US$9.07億 -US$2億 38 1.45% 減碼
164
Banco Santander
Banco Santander
Spain
US$9.05億 +US$7059萬 14 5.63% 增持
165
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
US$9.03億 +US$3.05億 29 1.27% 增持
166
Jennison Associates
Jennison Associates
New York
US$8.95億 +US$2.66億 13 0.54% 增持
167
VARA
Value Aligned Research Advisors
New Jersey
US$8.94億 +US$1.81億 4 2.23% 增持
168
Truist Financial
Truist Financial
North Carolina
US$8.86億 -US$4507萬 40 1.06% 減碼
169
US Bancorp
US Bancorp
Minnesota
US$8.77億 -US$805萬 61 0.96% 減碼
170
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
US$8.76億 -US$5180萬 50 1.77% 減碼
171
Osaic Holdings
Osaic Holdings
Arizona
US$8.7億 -US$693萬 79 1.02% 減碼
172
National Bank of Canada
National Bank of Canada
Quebec, Canada
US$8.66億 -US$2.19億 42 0.62% 減碼
173
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
US$8.55億 +US$1.44億 13 5.56% 增持
174
GRQ
Gardner Russo & Quinn
Pennsylvania
US$8.51億 -US$1746萬 5 9.54% 減碼
175
EARNEST Partners
EARNEST Partners
Georgia
US$8.46億 +US$6952萬 8 3.05% 增持