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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
Royce & Associates
Royce & Associates
New York
$330M -$22.5M 11 3.3% Reduced
252
Mercer Global Advisors
Mercer Global Advisors
Colorado
$329M +$41.4M 15 0.55% Increased
253
Vontobel Holding
Vontobel Holding
Switzerland
$328M +$30.2M 14 0.99% Increased
254
Robeco Schweiz
Robeco Schweiz
Switzerland
$326M +$2.1M 5 7.34% Increased
255
Silvercrest Asset Management
Silvercrest Asset Management
New York
$322M +$12.2M 9 2.13% Increased
256
Point72 Asset Management
Point72 Asset Management
Connecticut
$321M -$150M 13 0.54% Reduced
257
PCM
Prime Capital Management
Hong Kong
$320M +$250M 1 38.46% New
258
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$320M +$70.3M 13 0.52% Increased
259
Baupost Group
Baupost Group
Massachusetts
$318M -$148M 1 6.64% Reduced
260
CIBC Bancorp USA
CIBC Bancorp USA
Illinois
$317M +$259M 14 1.73% New
261
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$311M -$4.82M 5 3% Reduced
262
Lido Advisors
Lido Advisors
California
$306M +$41.8M 9 0.96% Increased
263
Empower Advisory Group
Empower Advisory Group
Colorado
$303M +$14.9M 3 0.84% Increased
264
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$299M +$17.6M 27 2.4% Increased
265
Nissay Asset Management
Nissay Asset Management
Japan
$298M +$3.06M 9 1.65% Increased
266
IFM Investors
IFM Investors
Australia
$298M -$296K 4 2.62% Reduced
267
NAH
Neumann Advisory (HK)
Hong Kong
$297M -$1.73M 1 75.59% Reduced
268
TSW
Three Seasons Wealth
Utah
$297M +$2.34M 3 29.51% Increased
269
Gotham Asset Management
Gotham Asset Management
New York
$297M +$27.2M 15 1.29% Increased
270
Alkeon Capital Management
Alkeon Capital Management
New York
$291M $0 1 0.43% Maintained
271
Pathstone Holdings
Pathstone Holdings
New Jersey
$288M +$2.57M 20 1.1% Increased
272
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$284M -$8.64M 10 2.37% Reduced
273
Waverton Investment Management
Waverton Investment Management
United Kingdom
$281M -$38.1M 2 3.61% Reduced
274
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$280M -$23M 5 1.6% Reduced
275
CIP
Champlain Investment Partners
Vermont
$280M -$62.8M 2 2.11% Reduced