LongSU.PAAug 2026
Schneider Electric
The fund owns Schneider Electric as part of its electrical-equipment exposure to electrification and grid expansion. The company participates in the design, manufacture and…
SU.PA
Which hedge funds are long SU.PA?
2 published ideas on Schneider Electric across 2 funds — 2 long and 0 short.
Schneider Electric hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Schneider Electric: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongSU.PAJun 2026
Schneider Electric SE
SGA initiated Schneider Electric because it sees the company as one of the few global providers capable of delivering end-to-end electrical solutions at scale. Its installed…