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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
1001
Vision One Management Partners
Vision One Management Partners
Florida
$3724万 -$1761万 1 13.41% 減少
1002
Gladstone Institutional Advisory
Gladstone Institutional Advisory
Florida
$3719万 +$185万 7 1.18% 買い増し
1003
RiverFront Investment Group
RiverFront Investment Group
Virginia
$3706万 +$616万 4 0.49% 買い増し
1004
Level Four Advisory Services
Level Four Advisory Services
Texas
$3701万 +$276万 10 1.05% 買い増し
1005
RTM
RH Tailwind Management
Pennsylvania
$3696万 +$1572万 3 3.6% 買い増し
1006
Ballentine Partners
Ballentine Partners
Massachusetts
$3682万 +$178万 14 0.45% 買い増し
1007
Evergreen Capital Management
Evergreen Capital Management
Washington
$3679万 +$179万 14 0.64% 買い増し
1008
ThornTree Capital Partners
ThornTree Capital Partners
Massachusetts
$3654万 -$952万 1 5% 減少
1009
Princeton Capital Management
Princeton Capital Management
New Jersey
$3651万 +$58万 4 8.23% 買い増し
1010
Fulcrum Asset Management
Fulcrum Asset Management
United Kingdom
$3651万 +$3451万 10 3.64% 新規
1011
Foundations Investment Advisors
Foundations Investment Advisors
Arizona
$3634万 +$424万 12 0.37% 買い増し
1012
Glazer Capital LLC
Glazer Capital LLC
New York
$3634万 +$3106万 1 0.89% 新規
1013
TCM
Tao Capital Management
California
$3628万 $0 1 1.87% 維持
1014
Eagle Global Advisors
Eagle Global Advisors
Texas
$3623万 +$171 3 1.2% 買い増し
1015
FACT Capital
FACT Capital
New York
$3615万 +$26.6万 3 20.31% 買い増し
1016
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$3606万 +$346万 13 0.3% 買い増し
1017
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$3592万 $0 1 0.24% 維持
1018
Princeton Global Asset Management
Princeton Global Asset Management
New Jersey
$3591万 -$42.6万 9 5.15% 減少
1019
Clough Capital Partners
Clough Capital Partners
Massachusetts
$3580万 -$876万 1 2.91% 減少
1020
Aquatic Capital Management
Aquatic Capital Management
Illinois
$3575万 -$1927万 16 1.23% 減少
1021
Auto-Owners Insurance
Auto-Owners Insurance
Michigan
$3570万 -$2343万 1 0.81% 減少
1022
Martingale Asset Management
Martingale Asset Management
Massachusetts
$3564万 +$151万 6 0.84% 買い増し
1023
Sumitomo Life Insurance
Sumitomo Life Insurance
Japan
$3557万 -$207万 4 0.58% 減少
1024
Tocqueville Asset Management
Tocqueville Asset Management
New York
$3556万 -$219万 5 0.47% 減少
1025
Leavell Investment Management
Leavell Investment Management
Alabama
$3555万 +$16.6万 10 1.3% 買い増し