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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
Foresters Investment Management
Foresters Investment Management
New York
$38.1M +$3.17M 3 0.67% Increased
227
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$37.9M +$18.2M 7 1.31% Increased
228
HAM
HHR Asset Management
New Jersey
$37.7M -$5.31M 1 2.59% Reduced
229
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$37.7M +$35.2M 10 0.04% Increased
230
Squarepoint
Squarepoint
New York
$37.6M +$18M 15 0.4% Increased
231
Gabelli Funds
Gabelli Funds
New York
$37.6M -$233K 6 0.24% Reduced
232
AFG
American Financial Group
Ohio
$37.5M $0 1 3.31% Maintained
233
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$37.4M -$1.38M 16 0.33% Reduced
234
Homestead Advisers
Homestead Advisers
Virginia
$37.1M -$10.7M 2 0.69% Reduced
235
CC
Carlson Capital
Texas
$36.4M -$12.7M 3 0.65% Reduced
236
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$36.4M +$1.76M 2 0.68% Increased
237
AMF Tjänstepension
AMF Tjänstepension
Sweden
$36M -$18.1M 2 0.36% Reduced
238
Causeway Capital Management
Causeway Capital Management
California
$35.9M +$8.24M 1 0.36% Increased
239
AQR Arbitrage
AQR Arbitrage
Connecticut
$35.9M +$2.38M 3 0.45% Increased
240
SCM
SG Capital Management
Illinois
$35.8M -$10.5M 1 6.53% Reduced
241
Davis Selected Advisers
Davis Selected Advisers
Arizona
$35.8M -$3.49M 1 0.18% Reduced
242
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$35.7M +$824K 7 0.29% Increased
243
South Texas Money Management
South Texas Money Management
Texas
$35.2M -$396K 1 1.52% Reduced
244
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$34.7M -$1.12M 5 0.31% Reduced
245
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$34.6M +$12.4M 9 0.17% Increased
246
LM
Luminus Management
Texas
$34.3M -$40.7M 2 0.74% Reduced
247
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$34.1M -$17.9M 8 0.31% Reduced
248
Eaton Vance Management
Eaton Vance Management
Massachusetts
$33.3M +$835K 5 0.08% Increased
249
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$32.9M +$4.75M 8 0.05% Increased
250
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$32.8M +$8.66M 5 0.22% Increased