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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
Boston Trust Walden
Boston Trust Walden
Massachusetts
$111M -$1.54M 4 1.18% Reduced
227
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$110M +$6.05M 15 0.53% Increased
228
NSCM
New South Capital Management
Tennessee
$109M -$1.63M 2 3.62% Reduced
229
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$109M -$3.53M 2 0.66% Reduced
230
Storebrand Asset Management
Storebrand Asset Management
Norway
$108M -$6.07M 9 0.64% Reduced
231
Xponance
Xponance
Pennsylvania
$108M +$29.5M 8 2.35% Increased
232
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$107M +$2.05M 2 1.19% Increased
233
WC
Wexford Capital
Florida
$107M +$6.01M 3 16.71% Increased
234
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$106M -$41.3M 2 1.34% Reduced
235
William Blair & Company
William Blair & Company
Illinois
$106M +$13.1M 10 0.39% Increased
236
HCM
Hitchwood Capital Management
New York
$106M -$115M 1 1.81% Reduced
237
VanEck Associates
VanEck Associates
New York
$105M +$35.3M 6 0.31% Increased
238
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$104M +$1.73M 1 2.39% Increased
239
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$103M -$18.8M 12 1.03% Reduced
240
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$102M -$2.84M 5 2.52% Reduced
241
US Bancorp
US Bancorp
Minnesota
$101M -$17.5M 19 0.22% Reduced
242
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$100M +$17.7M 5 0.47% Increased
243
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$99.8M -$883K 2 13.83% Reduced
244
Commerce Bank
Commerce Bank
Missouri
$99M +$9.27M 7 0.8% Increased
245
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$97.2M -$1.55M 2 0.68% Reduced
246
Mutual of America Capital Management
Mutual of America Capital Management
New York
$96.9M +$49.7M 10 1.1% Increased
247
MSA
Mason Street Advisors
Wisconsin
$96.2M +$53.4M 12 1.63% Increased
248
Select Equity Group
Select Equity Group
New York
$95.5M +$78.6M 1 0.39% New
249
Graham Capital Management
Graham Capital Management
Connecticut
$95M +$51.7M 1 3.49% Increased
250
Balyasny Asset Management
Balyasny Asset Management
Illinois
$93.4M +$43.2M 8 0.52% Increased