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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
SDH
Sloy Dahl & Holst
Washington
$378M +$20.1M 1 51.89% Increased
252
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$378M -$5.76M 26 0.23% Reduced
253
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$376M +$16.3M 1 5.32% Increased
254
Mercer Global Advisors
Mercer Global Advisors
Colorado
$371M +$28.3M 19 0.55% Increased
255
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$370M +$201M 21 0.65% Increased
256
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$365M -$92.5M 9 1.19% Reduced
257
ING Group
ING Group
Netherlands
$359M +$122M 5 2.2% Increased
258
AIM
Allen Investment Management
New York
$357M -$8.77M 3 4.41% Reduced
259
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$355M -$12.8M 3 1.26% Reduced
260
Amalgamated Bank
Amalgamated Bank
New York
$354M -$10.3M 16 2.71% Reduced
261
Commerce Bank
Commerce Bank
Missouri
$351M +$75.8M 11 1.7% Increased
262
Marex Group
Marex Group
$346M +$57.9M 4 2.19% Increased
263
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$344M -$31.3M 7 1.56% Reduced
264
Sands Capital Management
Sands Capital Management
Virginia
$344M +$25.5M 1 1.35% Increased
265
Silvercrest Asset Management
Silvercrest Asset Management
New York
$342M -$15.5M 10 2.47% Reduced
266
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$341M -$75.2M 17 1.14% Reduced
267
ABN AMRO Bank
ABN AMRO Bank
Netherlands
$341M -$37.9M 6 3.68% Reduced
268
PointState Capital
PointState Capital
New York
$341M -$110M 2 4.31% Reduced
269
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$339M -$132M 17 0.84% Reduced
270
Westwood Holdings Group
Westwood Holdings Group
Texas
$338M -$27.1M 7 2.47% Reduced
271
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$338M +$60.7M 18 1.68% Increased
272
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$331M -$85.6M 6 1.08% Reduced
273
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$329M -$90.2M 26 1.22% Reduced
274
Cardano Risk Management
Cardano Risk Management
Netherlands
$320M +$16.2M 1 3.12% Increased
275
Los Angeles Capital Management
Los Angeles Capital Management
California
$319M -$209M 25 1.26% Reduced