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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
376
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$2.49億 +$1437万 16 2.69% 買い増し
377
Polen Capital Management
Polen Capital Management
Florida
$2.49億 +$1.97億 5 2.14% 買い増し
378
Mutual of America Capital Management
Mutual of America Capital Management
New York
$2.48億 -$603万 16 2.42% 減少
379
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$2.47億 +$2.02億 1 2.04% 新規
380
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$2.47億 +$3543万 3 4.34% 買い増し
381
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$2.46億 -$3635万 7 2.92% 減少
382
Zimmer Partners
Zimmer Partners
New York
$2.45億 +$8338万 5 5.63% 買い増し
383
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$2.45億 -$1116万 5 1.65% 減少
384
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$2.41億 -$488万 17 1.64% 減少
385
Forest Avenue Capital Management
Forest Avenue Capital Management
Florida
$2.41億 +$818万 2 10.11% 買い増し
386
APG Asset Management
APG Asset Management
Netherlands
$2.4億 +$5941万 4 0.59% 買い増し
387
Erste Asset Management
Erste Asset Management
Austria
$2.35億 +$2142万 9 1.83% 買い増し
388
Pacer Advisors
Pacer Advisors
Pennsylvania
$2.31億 +$7766万 12 0.59% 買い増し
389
Viking Global Investors
Viking Global Investors
Connecticut
$2.3億 -$7.93億 1 0.66% 減少
390
Troy Asset Management
Troy Asset Management
United Kingdom
$2.29億 -$5845万 1 6.39% 減少
391
Baupost Group
Baupost Group
Massachusetts
$2.29億 -$2.63億 1 4.23% 減少
392
VARA
Value Aligned Research Advisors
New Jersey
$2.29億 +$1.44億 2 0.57% 買い増し
393
DSM Capital Partners
DSM Capital Partners
Florida
$2.26億 -$4464万 1 3.86% 減少
394
Southpoint Capital Advisors
Southpoint Capital Advisors
New York
$2.25億 +$2.59億 2 5.13% 新規
395
Vinva Investment Management
Vinva Investment Management
Australia
$2.25億 +$4027万 8 1.49% 買い増し
396
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$2.22億 +$9620万 3 2.36% 買い増し
397
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$2.21億 -$533万 4 1.75% 減少
398
Brown Advisory
Brown Advisory
Maryland
$2.2億 -$1437万 12 0.34% 減少
399
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$2.19億 -$1127万 20 2.18% 減少
400
AV
Aspiring Ventures
Ohio
$2.18億 +$3105万 2 52.99% 買い増し