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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
201
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
US$6.3億 -US$4108萬 7 0.9% 減碼
202
Robeco Schweiz
Robeco Schweiz
Switzerland
US$6.13億 +US$6286萬 5 9.83% 增持
203
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
US$6.01億 -US$2.58億 4 0.55% 減碼
204
Los Angeles Capital Management
Los Angeles Capital Management
California
US$5.95億 +US$1.79億 24 2.19% 增持
205
Calamos Advisors
Calamos Advisors
Illinois
US$5.94億 -US$8258萬 7 1.97% 減碼
206
Tredje AP-fonden
Tredje AP-fonden
Sweden
US$5.9億 +US$4019萬 6 2.67% 增持
207
London & Capital Asset Management
London & Capital Asset Management
United Kingdom
US$5.82億 -US$8萬 3 5.33% 減碼
208
Nissay Asset Management
Nissay Asset Management
Japan
US$5.82億 +US$5530萬 12 2.46% 增持
209
Capstone Investment Advisors
Capstone Investment Advisors
New York
US$5.76億 -US$5883萬 10 1.07% 減碼
210
Nykredit A/S
Nykredit A/S
Denmark
US$5.75億 +US$5.38億 21 2.19% 新
211
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
US$5.7億 +US$368萬 15 0.58% 增持
212
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
US$5.65億 +US$9504萬 24 0.86% 增持
213
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
US$5.65億 +US$899萬 19 1.95% 增持
214
Woodline Partners
Woodline Partners
California
US$5.64億 +US$508萬 8 1.74% 增持
215
Temasek Holdings
Temasek Holdings
Singapore
US$5.61億 -US$6212萬 1 1.51% 減碼
216
Owl Creek Asset Management
Owl Creek Asset Management
New York
US$5.6億 +US$262萬 2 46.33% 增持
217
Lone Pine Capital
Lone Pine Capital
Connecticut
US$5.6億 -US$7106萬 1 3.42% 減碼
218
Select Equity Group
Select Equity Group
New York
US$5.57億 +US$1.16億 5 2.75% 增持
219
EARNEST Partners
EARNEST Partners
Georgia
US$5.57億 -US$4410萬 7 2.01% 減碼
220
MetLife Investment Management
MetLife Investment Management
New Jersey
US$5.52億 -US$954萬 29 2.5% 減碼
221
Tudor Investment Corp
Tudor Investment Corp
Connecticut
US$5.51億 +US$1.67億 17 0.77% 增持
222
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
US$5.5億 +US$1.67億 11 1.43% 增持
223
Lansforsakringar Fondforvaltning
Lansforsakringar Fondforvaltning
Sweden
US$5.49億 +US$4915萬 6 2.46% 增持
224
Arizona State Retirement System
Arizona State Retirement System
Arizona
US$5.42億 +US$681萬 27 2.72% 增持
225
Sands Capital Management
Sands Capital Management
Virginia
US$5.4億 +US$8485萬 1 2.01% 增持