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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
Xponance
Xponance
Pennsylvania
$103M -$4.51M 9 1.9% Reduced
252
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$102M -$4.13M 3 0.5% Reduced
253
Scout Investments
Scout Investments
Missouri
$97.2M +$20.9M 3 1.45% Increased
254
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$94.1M -$7.53M 1 2.59% Reduced
255
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$90.9M +$3.52M 4 0.46% Increased
256
William Blair & Company
William Blair & Company
Illinois
$90.3M +$1.22M 10 0.31% Increased
257
KeyBank National Association
KeyBank National Association
Ohio
$90.3M -$1.14M 8 0.4% Reduced
258
Daiwa Securities Group
Daiwa Securities Group
Japan
$89.9M +$7.72M 5 0.61% Increased
259
Calamos Advisors
Calamos Advisors
Illinois
$89.5M +$8.25M 3 0.41% Increased
260
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$89.2M +$140K 13 1% Increased
261
Shelton Capital Management
Shelton Capital Management
Colorado
$88.9M -$5.75M 10 3.35% Reduced
262
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$87.6M -$23.1M 12 0.81% Reduced
263
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$86.3M +$6.46M 2 1.28% Increased
264
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$84.6M -$2.24M 2 1.7% Reduced
265
MSL
Mackay Shields LLC
New York
$84.3M -$54.9M 2 0.79% Reduced
266
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$83.5M -$26.7M 2 0.85% Reduced
267
Alyeska Investment Group
Alyeska Investment Group
Illinois
$83.1M +$79.1M 5 0.96% Increased
268
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$81.7M +$2.73M 1 8.34% Increased
269
Temasek Holdings
Temasek Holdings
Singapore
$81.5M +$61.6M 1 0.27% New
270
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$80.6M +$4.46M 5 0.41% Increased
271
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$80.1M -$26.9M 3 0.43% Reduced
272
1832 Asset Management
1832 Asset Management
Ontario, Canada
$79.5M +$16.5M 4 0.15% Increased
273
SIG
Senator Investment Group
New York
$79.2M +$59.9M 1 1.5% New
274
ALPS Advisors
ALPS Advisors
Colorado
$77.2M -$8.08M 7 0.68% Reduced
275
Energy Income Partners
Energy Income Partners
Connecticut
$76.3M -$11.5M 1 1.87% Reduced