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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
Alkeon Capital Management
Alkeon Capital Management
New York
$194M +$31.8M 1 0.33% Increased
252
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$194M +$37.3M 8 1.91% Increased
253
Cardano Risk Management
Cardano Risk Management
Netherlands
$191M +$3.1M 1 3.38% Increased
254
AAM
ACK Asset Management
Connecticut
$191M +$20.8M 3 23.57% Increased
255
KBC Group
KBC Group
Belgium
$190M +$27.3M 19 0.57% Increased
256
Great Lakes Advisors
Great Lakes Advisors
Illinois
$188M +$12.6M 10 1.58% Increased
257
Guggenheim Capital
Guggenheim Capital
Illinois
$188M -$8.23M 12 1.32% Reduced
258
CIBC World Markets
CIBC World Markets
New York
$185M -$46.3M 5 1.34% Reduced
259
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$185M +$3.27M 5 2.17% Increased
260
CIM
Contrarius Investment Management
Jersey
$183M -$32.1M 1 10.39% Reduced
261
IFM Investors
IFM Investors
Australia
$180M -$362K 4 1.73% Reduced
262
Slate Path Capital
Slate Path Capital
New York
$180M -$46.6M 2 2.77% Reduced
263
UniSuper Management
UniSuper Management
Australia
$178M -$44M 4 1.34% Reduced
264
Marsico Capital Management
Marsico Capital Management
Colorado
$178M -$39M 2 4.96% Reduced
265
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$177M +$4.86M 2 1.53% Increased
266
Sanctuary Advisors
Sanctuary Advisors
Indiana
$176M +$22.7M 14 1.12% Increased
267
NAH
Neumann Advisory (HK)
Hong Kong
$176M $0 1 71.32% Maintained
268
NSCM
New South Capital Management
Tennessee
$176M -$2.1M 2 7.2% Reduced
269
Pathstone Holdings
Pathstone Holdings
New Jersey
$176M +$2.26M 19 0.78% Increased
270
Candriam SCA
Candriam SCA
Luxembourg
$175M +$142K 8 1% Increased
271
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$174M +$15.9M 3 1.38% Increased
272
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$173M +$151M 5 1.77% New
273
Commerce Bank
Commerce Bank
Missouri
$173M -$1.7M 8 1.06% Reduced
274
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$173M +$151M 1 2.57% New
275
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$168M -$2.43M 2 1.58% Reduced