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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
Regions Financial Corp
Regions Financial Corp
Alabama
$120M +$6.03M 4 1.21% Increased
252
CIBC World Markets
CIBC World Markets
New York
$119M -$77.1M 3 1.65% Reduced
253
LA
Legacy Advisors
Pennsylvania
$118M +$1.04M 3 26.07% Increased
254
US Bancorp
US Bancorp
Minnesota
$117M -$2.27M 26 0.24% Reduced
255
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$117M -$4.05M 2 1.48% Reduced
256
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$117M +$123M 6 1.32% New
257
Pathstone Family Office
Pathstone Family Office
New Jersey
$116M -$168K 11 2.22% Reduced
258
National Bank of Canada
National Bank of Canada
Quebec, Canada
$116M +$31.2M 15 0.62% Increased
259
Commerce Bank
Commerce Bank
Missouri
$116M -$9.01M 7 1.01% Reduced
260
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$115M -$10.5M 2 1.96% Reduced
261
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$115M -$414K 3 0.69% Reduced
262
CRM
Cramer Rosenthal McGlynn
Connecticut
$114M -$13.9M 3 5.46% Reduced
263
Capital International Inc
Capital International Inc
California
$111M -$65.3M 2 2.48% Reduced
264
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$109M -$5.54M 2 1.43% Reduced
265
Tredje AP-fonden
Tredje AP-fonden
Sweden
$108M +$48.1M 3 2.24% Increased
266
Guinness Asset Management
Guinness Asset Management
United Kingdom
$107M -$1.77M 3 3.65% Reduced
267
Federated Hermes
Federated Hermes
Pennsylvania
$106M +$9.86M 14 0.31% Increased
268
GCM
Goldstream Capital Management
Hong Kong
$105M -$6.12M 1 81.41% Reduced
269
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$105M -$786K 1 9.78% Reduced
270
Capital International Sarl
Capital International Sarl
California
$104M +$10.6M 1 8.42% Increased
271
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$104M -$66M 3 1.31% Reduced
272
William Blair & Company
William Blair & Company
Illinois
$104M -$2.67M 11 0.48% Reduced
273
Swiss Life Asset Management
Swiss Life Asset Management
$103M +$3.5M 3 1.78% Increased
274
ORIO
Old Republic International (ORI)
Illinois
$102M $0 2 3.38% Maintained
275
Nissay Asset Management
Nissay Asset Management
Japan
$101M +$3.94M 3 1.06% Increased