Electrificación y redes eléctricas
La electrificación y la red eléctrica abarcan los equipos y las obras necesarios para transportar mucha más electricidad de la que la red actual se diseñó para soportar. Los transformadores, los equipos de maniobra y los cables escasean, y las carteras de pedidos se extienden por varios años.
59 acciones
| # | Nombre | Posición | Valor operado |
Acciones del tema |
% del portafolio | Estado | |
|---|---|---|---|---|---|---|---|
| 376 |
Oregon Public Employees Retirement Fund
Tigard,
Oregon
| USD 249 M | +USD 14.4 M | 16 | 2.69% | Aumentadas |
|
| 377 |
Polen Capital Management
Boca Raton,
Florida
| USD 249 M | +USD 197 M | 5 | 2.14% | Aumentadas |
|
| 378 |
Mutual of America Capital Management
New York
| USD 248 M | -USD 6.03 M | 16 | 2.42% | Reducidas |
|
| 379 |
Jericho Capital Asset Management
New York
| USD 247 M | +USD 202 M | 1 | 2.04% | Nuevas |
|
| 380 |
Atalanta Sosnoff Capital
New York
| USD 247 M | +USD 35.4 M | 3 | 4.34% | Aumentadas |
|
| 381 |
Segall Bryant & Hamill
Chicago,
Illinois
| USD 246 M | -USD 36.4 M | 7 | 2.92% | Reducidas |
|
| 382 |
Zimmer Partners
New York
| USD 245 M | +USD 83.4 M | 5 | 5.63% | Aumentadas |
|
| 383 |
Ilmarinen Mutual Pension Insurance
Helsinki,
Finland
| USD 245 M | -USD 11.2 M | 5 | 1.65% | Reducidas |
|
| 384 |
Teachers Retirement System of the State of Kentucky
Frankfort,
Kentucky
| USD 241 M | -USD 4.88 M | 17 | 1.64% | Reducidas |
|
| 385 |
Forest Avenue Capital Management
Miami,
Florida
| USD 241 M | +USD 8.18 M | 2 | 10.11% | Aumentadas |
|
| 386 |
APG Asset Management
Amsterdam,
Netherlands
| USD 240 M | +USD 59.4 M | 4 | 0.59% | Aumentadas |
|
| 387 |
Erste Asset Management
Vienna,
Austria
| USD 235 M | +USD 21.4 M | 9 | 1.83% | Aumentadas |
|
| 388 |
Pacer Advisors
Malvern,
Pennsylvania
| USD 231 M | +USD 77.7 M | 12 | 0.59% | Aumentadas |
|
| 389 |
Viking Global Investors
Stamford,
Connecticut
| USD 230 M | -USD 793 M | 1 | 0.66% | Reducidas |
|
| 390 |
Troy Asset Management
London,
United Kingdom
| USD 229 M | -USD 58.5 M | 1 | 6.39% | Reducidas |
|
| 391 |
Baupost Group
Boston,
Massachusetts
| USD 229 M | -USD 263 M | 1 | 4.23% | Reducidas |
|
| 392 |
VARA
Value Aligned Research Advisors
Princeton,
New Jersey
| USD 229 M | +USD 144 M | 2 | 0.57% | Aumentadas |
|
| 393 |
DSM Capital Partners
Palm Beach Gardens,
Florida
| USD 226 M | -USD 44.6 M | 1 | 3.86% | Reducidas |
|
| 394 |
Southpoint Capital Advisors
New York
| USD 225 M | +USD 259 M | 2 | 5.13% | Nuevas |
|
| 395 |
Vinva Investment Management
Sydney,
Australia
| USD 225 M | +USD 40.3 M | 8 | 1.49% | Aumentadas |
|
| 396 |
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
| USD 222 M | +USD 96.2 M | 3 | 2.36% | Aumentadas |
|
| 397 |
Employees Retirement System of Texas
Austin,
Texas
| USD 221 M | -USD 5.33 M | 4 | 1.75% | Reducidas |
|
| 398 |
Brown Advisory
Baltimore,
Maryland
| USD 220 M | -USD 14.4 M | 12 | 0.34% | Reducidas |
|
| 399 |
State of Alaska Department of Revenue
Juneau,
Alaska
| USD 219 M | -USD 11.3 M | 20 | 2.18% | Reducidas |
|
| 400 |
AV
Aspiring Ventures
Cincinnati,
Ohio
| USD 218 M | +USD 31 M | 2 | 52.99% | Aumentadas |
|