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電氣化與電網

電氣化與電網領域涵蓋了為輸送遠超現有電網設計負荷的電力所需的設備與建設。變壓器、開關設備和電纜都已供不應求,訂單已排到數年後。

59檔股票

# 名稱 持股 交易金額 主題
股票
投資組合
占比
狀態
1
BlackRock
BlackRock
New York
US$1597億 +US$33.5億 39 2.37% 增持
2
Vanguard Capital Management
Vanguard Capital Management
Pennsylvania
US$1246億 +US$7.67億 38 2.66% 增持
3
State Street
State Street
Massachusetts
US$819億 +US$22.7億 39 2.42% 增持
4
Geode Capital Management
Geode Capital Management
Massachusetts
US$470億 +US$9621萬 41 2.51% 增持
5
Fidelity Investments
Fidelity Investments
Massachusetts
US$443億 -US$9.6億 38 1.93% 減碼
6
Vanguard Portfolio Management
Vanguard Portfolio Management
Pennsylvania
US$439億 +US$4.97億 29 1.98% 增持
7
JP Morgan Chase
JP Morgan Chase
New York
US$365億 -US$34.5億 39 2.02% 減碼
8
Morgan Stanley
Morgan Stanley
New York
US$335億 -US$4.04億 46 1.77% 減碼
9
Invesco
Invesco
Georgia
US$328億 +US$4.56億 30 2.59% 增持
10
Capital World Investors
Capital World Investors
California
US$271億 +US$17.7億 8 3.2% 增持
11
Norges Bank
Norges Bank
Norway
US$250億 +US$234億 19 2.49% 新
12
Goldman Sachs
Goldman Sachs
New York
US$218億 +US$15.4億 36 1.89% 增持
13
Bank of America
Bank of America
North Carolina
US$201億 -US$9.9億 35 1.3% 減碼
14
Northern Trust
Northern Trust
Illinois
US$188億 +US$8717萬 38 2.19% 增持
15
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
US$169億 +US$8.7億 30 1.69% 增持
16
Charles Schwab
Charles Schwab
California
US$141億 -US$5746萬 31 1.88% 減碼
17
Nuveen
Nuveen
North Carolina
US$134億 +US$10.1億 30 3.19% 增持
18
Legal & General Group
Legal & General Group
United Kingdom
US$127億 +US$2279萬 30 2.64% 增持
19
Bank of New York Mellon
Bank of New York Mellon
New York
US$126億 -US$5.77億 31 2.07% 減碼
20
UBS AM
UBS AM
Illinois
US$123億 -US$14.3億 32 2.24% 減碼
21
Amundi
Amundi
France
US$120億 -US$11.1億 23 2.9% 減碼
22
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust
Pennsylvania
US$114億 +US$4120萬 39 2.5% 增持
23
UBS Group
UBS Group
Switzerland
US$99.3億 +US$4.52億 51 1.26% 增持
24
Wellington Management Group
Wellington Management Group
Massachusetts
US$94.3億 -US$6.02億 18 1.63% 減碼
25
First Trust Advisors
First Trust Advisors
Illinois
US$75.8億 +US$13.1億 26 4.46% 增持