← すべてのテーマ

電化・電力網

電化・電力網関連には、現在の送電網が想定していた量を大幅に上回る電力を送るために必要な設備や建設が含まれます。変圧器、開閉装置、電力ケーブルはいずれも品薄で、受注残は数年先まで積み上がっています。

59銘柄

# 名前 保有額 取引額 テーマ
銘柄
ポートフォリオに
占める割合
ステータス
226
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$5.37億 -$9211万 7 4.74% 減少
227
Gilder Gagnon Howe & Co
Gilder Gagnon Howe & Co
New York
$5.35億 -$1618万 6 5.53% 減少
228
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$5.32億 -$1.68億 6 3.98% 減少
229
Resona Asset Management
Resona Asset Management
Japan
$5.22億 -$3266万 6 2.45% 減少
230
TCW Group
TCW Group
California
$5.21億 +$3704万 12 3.5% 買い増し
231
Axiom Investors
Axiom Investors
Connecticut
$5.19億 +$1.47億 3 4.49% 買い増し
232
Hyperion Asset Management
Hyperion Asset Management
Australia
$5.17億 +$2868万 1 13.69% 買い増し
233
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$5.16億 +$5207万 27 0.86% 買い増し
234
Xponance
Xponance
Pennsylvania
$5.16億 +$1752万 22 3.16% 買い増し
235
Czech National Bank
Czech National Bank
Czech Republic
$5.13億 +$2086万 5 2.79% 買い増し
236
Bahl & Gaynor
Bahl & Gaynor
Ohio
$5.11億 +$6710万 5 2.36% 買い増し
237
Gotham Asset Management
Gotham Asset Management
New York
$5.1億 +$213万 18 1.19% 買い増し
238
Nomura Holdings
Nomura Holdings
Japan
$5.05億 +$2.16億 13 0.59% 買い増し
239
Munro Partners
Munro Partners
Australia
$5.04億 -$1904万 4 11.11% 減少
240
Hood River Capital Management
Hood River Capital Management
Florida
$5.04億 -$5431万 2 3.66% 減少
241
Point72 Asset Management
Point72 Asset Management
Connecticut
$5.04億 -$5904万 15 0.56% 減少
242
AustralianSuper
AustralianSuper
Australia
$5.02億 +$4453万 3 2.17% 買い増し
243
Alkeon Capital Management
Alkeon Capital Management
New York
$4.95億 +$1.9億 2 0.67% 買い増し
244
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.95億 -$1949万 12 0.94% 減少
245
Driehaus Capital Management
Driehaus Capital Management
Illinois
$4.94億 -$7910万 9 2.86% 減少
246
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$4.92億 -$1.63億 6 3.2% 減少
247
Mercer Global Advisors
Mercer Global Advisors
Colorado
$4.9億 +$4738万 27 0.61% 買い増し
248
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$4.88億 -$398万 10 2.16% 減少
249
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$4.87億 -$3240万 8 1.67% 減少
250
Life Cycle Investment Partners
Life Cycle Investment Partners
$4.86億 +$3.49億 3 2.27% 買い増し