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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
51
AQR Capital Management
AQR Capital Management
Connecticut
$45.3億 +$3.97億 29 1.58% 買い増し
52
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$44.2億 +$7.48億 15 2.45% 買い増し
53
Victory Capital Management
Victory Capital Management
Texas
$44.2億 +$1.84億 25 2.48% 買い増し
54
Bank of Montreal
Bank of Montreal
Ontario, Canada
$41.4億 +$2.91億 25 1.36% 買い増し
55
Vanguard Global Advisers
Vanguard Global Advisers
Pennsylvania
$39.5億 -$4798万 34 1.84% 減少
56
Capital Research Global Investors
Capital Research Global Investors
California
$38.4億 +$868万 5 0.54% 買い増し
57
National Pension Service
National Pension Service
South Korea
$38.4億 +$1億 5 2.47% 買い増し
58
California Public Employees Retirement System
California Public Employees Retirement System
California
$36.9億 +$1.58億 12 2.08% 買い増し
59
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$36.4億 +$2.05億 28 4.34% 買い増し
60
Vanguard Asset Management
Vanguard Asset Management
$36.2億 +$4.25億 28 2.45% 買い増し
61
LPL Financial
LPL Financial
California
$35億 +$3.29億 34 0.79% 買い増し
62
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$34.9億 -$1328万 33 2.63% 減少
63
Principal Financial Group
Principal Financial Group
Iowa
$33.5億 -$1.42億 22 1.65% 減少
64
Capital International Investors
Capital International Investors
California
$31.5億 -$10.4億 5 0.65% 減少
65
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$29.1億 +$443万 29 2.68% 買い増し
66
Neuberger Berman Group
Neuberger Berman Group
New York
$29.1億 -$2.57億 21 1.93% 減少
67
American Securities
American Securities
New York
$28.2億 -$3.21億 1 75.21% 減少
68
VOYA Investment Management
VOYA Investment Management
Georgia
$27.6億 +$2.15億 26 2.38% 買い増し
69
Aberdeen Group
Aberdeen Group
United Kingdom
$26.9億 +$2.85億 7 3.78% 買い増し
70
Primecap Management
Primecap Management
California
$26.6億 -$894万 2 1.58% 減少
71
DZ Bank
DZ Bank
Germany
$26億 -$4.43億 10 2% 減少
72
D.E. Shaw & Co
D.E. Shaw & Co
New York
$25.7億 -$2671万 28 1.22% 減少
73
Envestnet Asset Management
Envestnet Asset Management
Illinois
$25.3億 +$1.15億 28 0.6% 買い増し
74
Federated Hermes
Federated Hermes
Pennsylvania
$25.2億 +$2.65億 21 3.62% 買い増し
75
ClearBridge Investments
ClearBridge Investments
New York
$22.5億 +$794万 11 1.86% 買い増し