← 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
251
Moore Capital Management
Moore Capital Management
New York
$96.7M +$71.4M 8 1.22% Increased
252
Storebrand Asset Management
Storebrand Asset Management
Norway
$95M +$2.38M 9 0.5% Increased
253
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$92.2M +$3.46M 2 1.41% Increased
254
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$92.2M -$1.61M 2 0.66% Reduced
255
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$91.1M +$47M 9 0.5% Increased
256
Shelton Capital Management
Shelton Capital Management
Colorado
$88.6M +$17.1M 11 3.08% Increased
257
Pzena Investment Management
Pzena Investment Management
New York
$88.1M +$9.08M 1 0.36% Increased
258
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$86.9M +$469K 13 1.07% Increased
259
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$86.5M +$11.2M 2 1.11% Increased
260
GIM
Growth Interface Management
Florida
$86.4M +$97.4M 1 11.18% New
261
William Blair & Company
William Blair & Company
Illinois
$86M -$23.7M 9 0.32% Reduced
262
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$86M -$1.5M 4 0.48% Reduced
263
KeyBank National Association
KeyBank National Association
Ohio
$86M -$373K 8 0.4% Reduced
264
IP
Interval Partners
New York
$85.2M +$54.9M 3 3.29% Increased
265
Energy Income Partners
Energy Income Partners
Connecticut
$84.9M -$197K 1 2.26% Reduced
266
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$84.8M -$3.52M 2 1.79% Reduced
267
Ariel Investments
Ariel Investments
Illinois
$84.2M +$77.3M 1 0.83% New
268
Private Advisor Group
Private Advisor Group
New Jersey
$82.1M +$1.65M 6 0.78% Increased
269
Daiwa Securities Group
Daiwa Securities Group
Japan
$82M +$9.82M 5 0.61% Increased
270
ALPS Advisors
ALPS Advisors
Colorado
$81.9M +$32.9M 7 0.8% Increased
271
Artemis Investment Management
Artemis Investment Management
United Kingdom
$80.7M +$52.8M 2 0.77% Increased
272
Calamos Advisors
Calamos Advisors
Illinois
$79.1M +$429K 3 0.43% Increased
273
CIBC World Markets
CIBC World Markets
New York
$78.4M -$88.8M 8 0.49% Reduced
274
Nomura Holdings
Nomura Holdings
Japan
$78.1M -$93.5M 4 0.18% Reduced
275
Swiss Life Asset Management
Swiss Life Asset Management
$77.7M +$3.24M 3 1.11% Increased