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 | |
|---|---|---|---|---|---|---|---|
| 201 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
| USD 630 M | -USD 41.1 M | 7 | 0.9% | Reducidas |
|
| 202 |
Robeco Schweiz
Zurich,
Switzerland
| USD 613 M | +USD 62.9 M | 5 | 9.83% | Aumentadas |
|
| 203 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| USD 601 M | -USD 258 M | 4 | 0.55% | Reducidas |
|
| 204 |
Los Angeles Capital Management
Los Angeles,
California
| USD 595 M | +USD 179 M | 24 | 2.19% | Aumentadas |
|
| 205 |
Calamos Advisors
Naperville,
Illinois
| USD 594 M | -USD 82.6 M | 7 | 1.97% | Reducidas |
|
| 206 |
Tredje AP-fonden
Se-111 91 Stockholm,
Sweden
| USD 590 M | +USD 40.2 M | 6 | 2.67% | Aumentadas |
|
| 207 |
London & Capital Asset Management
London,
United Kingdom
| USD 582 M | -USD 80 k | 3 | 5.33% | Reducidas |
|
| 208 |
Nissay Asset Management
Tokyo,
Japan
| USD 582 M | +USD 55.3 M | 12 | 2.46% | Aumentadas |
|
| 209 |
Capstone Investment Advisors
New York
| USD 576 M | -USD 58.8 M | 10 | 1.07% | Reducidas |
|
| 210 |
Nykredit A/S
Nordhavn,
Denmark
| USD 575 M | +USD 538 M | 21 | 2.19% | Nuevas |
|
| 211 |
Focus Partners Wealth
Boston,
Massachusetts
| USD 570 M | +USD 3.68 M | 15 | 0.58% | Aumentadas |
|
| 212 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| USD 565 M | +USD 95 M | 24 | 0.86% | Aumentadas |
|
| 213 |
Public Employees Retirement Association of Colorado
Denver,
Colorado
| USD 565 M | +USD 8.99 M | 19 | 1.95% | Aumentadas |
|
| 214 |
Woodline Partners
San Francisco,
California
| USD 564 M | +USD 5.08 M | 8 | 1.74% | Aumentadas |
|
| 215 |
Temasek Holdings
Singapore
| USD 561 M | -USD 62.1 M | 1 | 1.51% | Reducidas |
|
| 216 |
Owl Creek Asset Management
New York
| USD 560 M | +USD 2.62 M | 2 | 46.33% | Aumentadas |
|
| 217 |
Lone Pine Capital
Greenwich,
Connecticut
| USD 560 M | -USD 71.1 M | 1 | 3.42% | Reducidas |
|
| 218 |
Select Equity Group
New York
| USD 557 M | +USD 116 M | 5 | 2.75% | Aumentadas |
|
| 219 |
EARNEST Partners
Atlanta,
Georgia
| USD 557 M | -USD 44.1 M | 7 | 2.01% | Reducidas |
|
| 220 |
MetLife Investment Management
Whippany,
New Jersey
| USD 552 M | -USD 9.5 M | 29 | 2.5% | Reducidas |
|
| 221 |
Tudor Investment Corp
Stamford,
Connecticut
| USD 551 M | +USD 167 M | 17 | 0.77% | Aumentadas |
|
| 222 |
Bank Julius Baer & Co
Zurich,
Switzerland
| USD 550 M | +USD 167 M | 11 | 1.43% | Aumentadas |
|
| 223 |
Lansforsakringar Fondforvaltning
Stockholm,
Sweden
| USD 549 M | +USD 49.1 M | 6 | 2.46% | Aumentadas |
|
| 224 |
Arizona State Retirement System
Phoenix,
Arizona
| USD 542 M | +USD 6.81 M | 27 | 2.72% | Aumentadas |
|
| 225 |
Sands Capital Management
Arlington,
Virginia
| USD 540 M | +USD 84.8 M | 1 | 2.01% | Aumentadas |
|