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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
126
Canada Life
Canada Life
Manitoba, Canada
$13億 +$3928万 16 2.07% 買い増し
127
Marshall Wace
Marshall Wace
United Kingdom
$12.8億 -$1.52億 24 1.01% 減少
128
AGF Management
AGF Management
Ontario, Canada
$12.8億 +$3.19億 8 4.95% 買い増し
129
Winslow Capital Management
Winslow Capital Management
Minnesota
$12.1億 -$4.9億 3 4.17% 減少
130
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$12.1億 -$3777万 11 1.78% 減少
131
Royal London Asset Management
Royal London Asset Management
United Kingdom
$12億 +$3715万 6 2.21% 買い増し
132
Storebrand Asset Management
Storebrand Asset Management
Norway
$11.8億 -$1475万 13 2.9% 減少
133
William Blair & Company
William Blair & Company
Illinois
$11.6億 +$1684万 16 3.03% 買い増し
134
ARK Investment Management
ARK Investment Management
Florida
$11.6億 -$2845万 1 7.51% 減少
135
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$11.5億 +$2.3億 21 2.96% 買い増し
136
Truist Financial
Truist Financial
North Carolina
$11.4億 +$1648万 23 1.37% 買い増し
137
Parnassus Investments
Parnassus Investments
California
$11.2億 +$8.88億 3 2.98% 買い増し
138
Jones Financial Companies
Jones Financial Companies
Missouri
$11.1億 +$1.63億 37 0.45% 買い増し
139
Rockefeller Capital Management
Rockefeller Capital Management
New York
$11.1億 +$1.07億 31 1.7% 買い増し
140
PFA Pension Forsikringsaktieselskab
PFA Pension Forsikringsaktieselskab
$11億 -$9694万 6 2.79% 減少
141
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$11億 -$2928万 26 2.21% 減少
142
Hill City Capital
Hill City Capital
Massachusetts
$10.7億 $0 4 25.02% 維持
143
Nomura Asset Management International
Nomura Asset Management International
Pennsylvania
$10.5億 -$2.35億 16 1.57% 減少
144
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$10.3億 +$1.8億 12 2.8% 買い増し
145
Allianz Asset Management
Allianz Asset Management
Germany
$10.2億 -$1.13億 14 0.83% 減少
146
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$10.1億 +$8584万 30 0.92% 買い増し
147
ProShare Advisors
ProShare Advisors
Maryland
$10.1億 -$2.29億 21 1.46% 減少
148
Vanguard Investments Australia
Vanguard Investments Australia
Australia
$9.45億 +$2634万 27 2.35% 買い増し
149
Allspring Global Investments
Allspring Global Investments
North Carolina
$9.42億 -$6272万 22 1.44% 減少
150
Eurizon Capital SGR SpA
Eurizon Capital SGR SpA
$9.4億 -$4302万 14 2.52% 減少