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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
401
GSA Capital Partners
GSA Capital Partners
United Kingdom
$1347万 +$751万 5 0.71% 買い増し
402
Estabrook Capital Management
Estabrook Capital Management
New York
$1346万 -$251万 1 1.44% 減少
403
CAM
Capstone Asset Management
Texas
$1346万 +$17.4万 7 0.46% 買い増し
404
MP
Makaira Partners
California
$1342万 $0 1 2.34% 維持
405
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$1336万 -$199万 2 1.57% 減少
406
TSU
TD Securities (USA)
New York
$1330万 -$2.44万 2 0.21% 減少
407
Zacks Investment Management
Zacks Investment Management
Illinois
$1330万 +$1063万 3 0.46% 買い増し
408
Placemark Investments
Placemark Investments
Illinois
$1321万 +$249万 8 0.24% 買い増し
409
VDBMI
Van Den Berg Management I
Texas
$1321万 +$52.1万 2 1.03% 買い増し
410
AL
Airain Ltd
Guernsey
$1315万 +$1226万 6 0.89% 買い増し
411
Nicholas Investment Partners
Nicholas Investment Partners
California
$1314万 +$415万 3 0.82% 買い増し
412
Eventide Asset Management
Eventide Asset Management
Massachusetts
$1302万 $0 2 1.82% 維持
413
LM
Luminus Management
Texas
$1301万 -$1377万 3 0.42% 減少
414
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$1299万 $0 1 0.86% 維持
415
PIM
Progressive Investment Management
Oregon
$1299万 -$89.8万 2 4.5% 減少
416
LGT Capital Partners
LGT Capital Partners
Switzerland
$1291万 -$5.48万 1 3.33% 減少
417
SGCIA
Smith Graham & Co Investment Advisors
Texas
$1288万 -$12.2万 2 1.9% 減少
418
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$1287万 -$2367万 2 0.03% 減少
419
RIG
Roosevelt Investment Group
New York
$1276万 -$5456万 1 0.68% 減少
420
AIA
AGF Investments America
Ontario, Canada
$1274万 -$183万 2 4.93% 減少
421
Advisors Asset Management
Advisors Asset Management
Colorado
$1274万 -$4.65万 7 0.18% 減少
422
Neumeier Poma Investment Counsel
Neumeier Poma Investment Counsel
California
$1260万 -$16.3万 1 3.1% 減少
423
Eastern Bank
Eastern Bank
Massachusetts
$1256万 +$36.6万 1 1.01% 買い増し
424
Opus Capital Group
Opus Capital Group
Ohio
$1252万 -$1756万 2 1.72% 減少
425
MCM
Marathon Capital Management
Maryland
$1251万 +$126万 2 11.27% 買い増し