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…
SU.PA
2 published ideas on Schneider Electric SE across 2 funds — 2 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Schneider Electric SE: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
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…
SGA initiated Schneider Electric because it is one of the few global companies capable of delivering end-to-end electrical solutions and services at scale. Its installed base…