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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
1601
CA
Crumly & Associates
Illinois
$1419万 +$209万 4 2.72% 買い増し
1602
Webster Bank
Webster Bank
Connecticut
$1416万 +$138万 8 1.23% 買い増し
1603
Strategy Asset Managers
Strategy Asset Managers
California
$1416万 +$151万 4 2.11% 買い増し
1604
SCM
Soros Capital Management
New York
$1416万 -$721万 4 2.53% 減少
1605
Smith, Moore & Co
Smith, Moore & Co
Missouri
$1415万 +$36.8万 7 0.92% 買い増し
1606
71 West Capital Partners
71 West Capital Partners
Massachusetts
$1414万 +$448万 4 0.49% 買い増し
1607
SIA
Schear Investment Advisers
Ohio
$1410万 -$68.7万 1 4.71% 減少
1608
Hudson Value Partners
Hudson Value Partners
Florida
$1408万 -$87万 2 3.53% 減少
1609
Proficio Capital Partners
Proficio Capital Partners
Massachusetts
$1407万 +$848万 10 0.51% 買い増し
1610
Burford Brothers
Burford Brothers
Texas
$1404万 +$13.7万 2 5.15% 買い増し
1611
Discovery Capital Management
Discovery Capital Management
Connecticut
$1402万 +$688万 1 0.58% 買い増し
1612
FIM
FWL Investment Management
Texas
$1399万 +$101万 7 2.57% 買い増し
1613
Sage Rhino Capital
Sage Rhino Capital
California
$1393万 +$129万 10 2.26% 買い増し
1614
Aragon Global Management
Aragon Global Management
Florida
$1392万 $0 1 5.28% 維持
1615
Topsail Wealth Management
Topsail Wealth Management
North Carolina
$1388万 +$1199万 3 1.77% 買い増し
1616
Cozad Asset Management
Cozad Asset Management
Illinois
$1384万 -$45.4万 5 0.89% 減少
1617
Draper Asset Management
Draper Asset Management
New York
$1379万 -$127万 2 6.97% 減少
1618
Mitchell Capital Management
Mitchell Capital Management
Kansas
$1375万 +$500万 3 2.09% 買い増し
1619
Versant Capital Management
Versant Capital Management
Arizona
$1374万 -$151万 22 1.23% 減少
1620
Shah Wealth Advisors
Shah Wealth Advisors
California
$1373万 +$1291万 2 3.17% 新規
1621
Coleford Investment Management
Coleford Investment Management
Canada
$1373万 +$653万 1 2.99% 買い増し
1622
Matthew 25 Management Corp
Matthew 25 Management Corp
Pennsylvania
$1367万 $0 1 3.96% 維持
1623
Cambient Family Office
Cambient Family Office
Michigan
$1364万 +$139万 6 1.68% 買い増し
1624
Harbor Investment Advisory
Harbor Investment Advisory
Maryland
$1363万 -$293万 13 0.95% 減少
1625
Financial Engines Advisors
Financial Engines Advisors
California
$1359万 +$274 3 0.02% 買い増し