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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
251
Fundsmith LLP
Fundsmith LLP
United Kingdom
$4.81億 +$4.18億 1 3.53% 新規
252
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$4.78億 +$2019万 29 1.07% 買い増し
253
Bank Hapoalim BM
Bank Hapoalim BM
Israel
$4.74億 +$4.47億 1 31.47% 買い増し
254
IEQ Capital
IEQ Capital
California
$4.73億 -$6083万 15 2.18% 減少
255
Cardano Risk Management
Cardano Risk Management
Netherlands
$4.67億 +$9213万 2 3.6% 買い増し
256
Fidelity International
Fidelity International
Bermuda
$4.65億 -$3.46億 8 0.33% 減少
257
HRT Financial
HRT Financial
New York
$4.61億 +$2.45億 22 0.84% 買い増し
258
USS Investment Management
USS Investment Management
United Kingdom
$4.58億 +$2.04億 9 1.64% 買い増し
259
Alyeska Investment Group
Alyeska Investment Group
Illinois
$4.49億 -$690万 12 1.16% 減少
260
MML Investors Services
MML Investors Services
Massachusetts
$4.49億 +$8269万 21 0.92% 買い増し
261
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$4.44億 -$384万 23 0.24% 減少
262
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$4.41億 -$2574万 10 1.26% 減少
263
Sloy Dahl & Holst
Sloy Dahl & Holst
Washington
$4.37億 +$887万 1 53.92% 買い増し
264
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$4.35億 +$4904万 8 3.18% 買い増し
265
Icahn Carl
Icahn Carl
Florida
$4.34億 $0 1 5.25% 維持
266
Siemens Pension Trust
Siemens Pension Trust
Germany
$4.31億 -$1.87億 1 100% 減少
267
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.28億 -$2257万 15 2.08% 減少
268
Commerce Bank
Commerce Bank
Missouri
$4.25億 -$2915万 11 1.87% 減少
269
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$4.22億 -$1.77億 5 1.15% 減少
270
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.2億 -$624万 8 1.27% 減少
271
SEB Asset Management
SEB Asset Management
$4.19億 +$3962万 7 1.58% 買い増し
272
Amalgamated Bank
Amalgamated Bank
New York
$4.17億 -$709万 17 2.88% 減少
273
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$4.11億 -$2152万 17 1.17% 減少
274
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$4.09億 +$2697万 21 1.08% 買い増し
275
Silvercrest Asset Management
Silvercrest Asset Management
New York
$4.06億 -$3050万 11 2.66% 減少