← All themes

Electrification & Grid

Electrification and grid covers the equipment and construction needed to move far more electricity than today’s network was built for. Transformers, switchgear, and cable have all become scarce, with order books stretching years ahead.

59 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
226
Marshall Wace North America
Marshall Wace North America
New York
$37.1M +$6.71M 7 0.21% Increased
227
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$36.8M +$864K 9 0.35% Increased
228
ProShare Advisors
ProShare Advisors
Maryland
$36.7M -$3.04M 9 0.25% Reduced
229
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$36.2M -$6.44M 4 0.14% Reduced
230
Castleark Management
Castleark Management
Illinois
$35.9M -$5.81M 3 1.11% Reduced
231
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$35.6M +$1.75M 5 0.31% Increased
232
Fidelity International
Fidelity International
Bermuda
$34.9M +$1.38M 3 0.05% Increased
233
TCM
Tygh Capital Management
Oregon
$34.8M +$6.36M 4 5.88% Increased
234
Causeway Capital Management
Causeway Capital Management
California
$34.6M +$4.65M 2 0.35% Increased
235
SEP
Soma Equity Partners
California
$34.3M -$21.3M 1 4.33% Reduced
236
FP
Foundry Partners
Minnesota
$34.3M +$9.57M 4 1.4% Increased
237
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$34.2M +$3.02M 2 0.41% Increased
238
Samlyn Capital
Samlyn Capital
New York
$34.1M +$3.64M 2 0.8% Increased
239
Nuveen
Nuveen
North Carolina
$34.1M -$2.39M 6 0.21% Reduced
240
Trillium Asset Management
Trillium Asset Management
Massachusetts
$33.9M -$893K 4 1.81% Reduced
241
PCM
Penn Capital Management
Pennsylvania
$33.7M +$8.54M 4 2.51% Increased
242
Personal Capital Advisors
Personal Capital Advisors
California
$33.5M +$2.59M 1 0.47% Increased
243
JCM
Janney Capital Management
Pennsylvania
$33.4M -$528K 4 1.47% Reduced
244
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$33.2M -$8.78M 2 0.29% Reduced
245
HA
Heartland Advisors
Wisconsin
$33.2M -$1.41M 4 2.19% Reduced
246
TPG Group Holdings (SBS) Advisors
TPG Group Holdings (SBS) Advisors
Texas
$33M $0 1 0.43% Maintained
247
Gabelli Funds
Gabelli Funds
New York
$32.7M +$3.49M 6 0.19% Increased
248
Royal London Asset Management
Royal London Asset Management
United Kingdom
$32.7M +$31.1M 2 0.33% New
249
South Texas Money Management
South Texas Money Management
Texas
$32.7M +$4.12M 1 1.43% Increased
250
LM
Luminus Management
Texas
$32M -$168M 5 0.73% Reduced