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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
251
Federated Hermes
Federated Hermes
Pennsylvania
$40.2M -$5.45M 15 0.1% Reduced
252
CIP
Champlain Investment Partners
Vermont
$40.2M -$5.83M 1 0.29% Reduced
253
Utah Retirement Systems
Utah Retirement Systems
Utah
$40M +$605K 5 0.73% Increased
254
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$39.8M -$46.6K 4 0.29% Reduced
255
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$39.4M -$5.51M 3 0.28% Reduced
256
Candriam SCA
Candriam SCA
Luxembourg
$39.1M -$24.9M 2 0.41% Reduced
257
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$39.1M +$5.07M 5 0.45% Increased
258
Commerce Bank
Commerce Bank
Missouri
$38.5M +$194K 6 0.38% Increased
259
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
$38.3M +$6.75M 4 3.76% Increased
260
Storebrand Asset Management
Storebrand Asset Management
Norway
$38.2M +$3.62M 8 0.32% Increased
261
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$38.2M +$1.15M 16 0.35% Increased
262
ALPS Advisors
ALPS Advisors
Colorado
$37.4M -$2.85M 7 0.5% Reduced
263
SCM
SG Capital Management
Illinois
$37.3M +$31.7M 2 6.93% Increased
264
Gabelli Funds
Gabelli Funds
New York
$37M -$1.28M 7 0.3% Reduced
265
Davis Selected Advisers
Davis Selected Advisers
Arizona
$36.9M +$406K 1 0.21% Increased
266
BCC
Bain Capital Credit
Massachusetts
$36.6M +$6.6M 1 12.58% Increased
267
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$36.4M -$69.4K 2 0.68% Reduced
268
DnB Asset Management
DnB Asset Management
Norway
$36.1M -$4.16M 2 0.42% Reduced
269
William Blair & Company
William Blair & Company
Illinois
$36M -$4.57M 7 0.17% Reduced
270
Balyasny Asset Management
Balyasny Asset Management
Illinois
$36M +$5.51M 5 0.31% Increased
271
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$35.8M -$840K 6 0.16% Reduced
272
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$35.7M +$7.95M 6 1.02% Increased
273
Chevy Chase Trust
Chevy Chase Trust
Maryland
$35.4M -$2.86M 4 0.14% Reduced
274
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$35.3M +$26.7M 7 0.52% Increased
275
Wedge Capital Management
Wedge Capital Management
North Carolina
$35.3M -$5.84M 5 0.48% Reduced