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
1376	SBI Okasan Asset Management Tokyo, Japan	$1953万	-$214万	7	0.64%	減少
1377	Providence Capital Advisors Charlotte, North Carolina	$1951万	-$160万	4	2.95%	減少
1378	Advisors Management Group La Crosse, Wisconsin	$1951万	-$55.5万	3	3.23%	減少
1379	Evercore Wealth Management New York	$1943万	-$174万	5	0.28%	減少
1380	Engine Capital Management New York	$1941万	+$2575万	1	1.89%	新規
1381	Stonebridge Financial Group San Rafael, California	$1939万	+$1816万	4	2.68%	新規
1382	Callahan Advisors Houston, Texas	$1927万	+$97.4万	3	1.45%	買い増し
1383	Alley Investment Management Company Lake Forest, Illinois	$1927万	-$20.8万	1	2.25%	減少
1384	McRae Capital Management Morristown, New Jersey	$1926万	-$224万	3	3.79%	減少
1385	Auxano Advisors Bellevue, Washington	$1925万	-$27.6万	4	3.65%	減少
1386	NERM New England Research & Management Chicago, Illinois	$1922万	+$222万	4	7.48%	買い増し
1387	YHB Investment Advisors West Hartford, Connecticut	$1921万	+$76.1万	5	1.23%	買い増し
1388	Strategic Wealth Investment Group Louisville, Kentucky	$1917万	+$96.6万	3	2.32%	買い増し
1389	Clifford Capital Partners Alpine, Utah	$1916万	-$116万	1	2.64%	減少
1390	Cohen & Steers New York	$1914万	+$301万	5	0.03%	買い増し
1391	Frec Markets Inc San Francisco, California	$1909万	+$448万	10	1.71%	買い増し
1392	PS Pennant Select Summit, New Jersey	$1906万	$0	1	8.47%	維持
1393	Radnor Capital Management Wayne, Pennsylvania	$1906万	-$136万	3	2.68%	減少
1394	Advisory Research Chicago, Illinois	$1904万	+$2.58万	3	1.9%	買い増し
1395	Riggs Asset Management Dallas, Pennsylvania	$1902万	+$501万	4	3.4%	買い増し
1396	Laurion Capital Management New York	$1902万	-$2979万	5	0.49%	減少
1397	Legacy Edge Advisors Syosset, New York	$1896万	-$21.2万	3	1.74%	減少
1398	Fortis Capital Management Bellevue, Washington	$1895万	-$633万	4	2.12%	減少
1399	Maven Securities St Helier, Jersey	$1894万	-$198万	4	0.37%	減少
1400	Legato Capital Management San Francisco, California	$1894万	-$619万	10	1.57%	減少