← All themes

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
276
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$406M -$49M 3 0.96% Reduced
277
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$403M -$19.9M 2 5.2% Reduced
278
William Blair Investment Management
William Blair Investment Management
Illinois
$402M +$155M 6 1.21% Increased
279
CI Investments Inc
CI Investments Inc
Ontario, Canada
$402M +$8.05M 10 1.29% Increased
280
ING Group
ING Group
Netherlands
$398M -$26.2M 7 1.94% Reduced
281
IFM Investors
IFM Investors
Australia
$397M +$38.7M 6 2.63% Increased
282
S
Siemens
Germany
$392M $0 1 79.48% Maintained
283
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$391M -$10.7M 4 5.93% Reduced
284
Pathstone Holdings
Pathstone Holdings
New Jersey
$389M +$17.2M 25 1.13% Increased
285
OP Asset Management
OP Asset Management
$389M -$134M 10 4.14% Reduced
286
ECP
Electron Capital Partners
New York
$387M +$13.5M 6 15.46% Increased
287
PUI
Purpose Unlimited Inc
$386M +$26.7M 5 14.74% Increased
288
NewEdge Advisors
NewEdge Advisors
Louisiana
$384M +$23.9M 35 1.15% Increased
289
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$372M -$18.3M 29 1.16% Reduced
290
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$366M +$308M 4 1.78% Increased
291
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$361M +$5.16M 7 1.48% Increased
292
AIM
Allen Investment Management
New York
$359M -$104M 3 4.27% Reduced
293
IMC Chicago
IMC Chicago
Illinois
$354M -$262M 17 0.08% Reduced
294
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$354M -$48.6M 17 1.63% Reduced
295
Macquarie Group
Macquarie Group
Australia
$351M +$90.2M 10 1.51% Increased
296
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$350M +$5.25M 6 3.95% Increased
297
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$349M -$1.94M 3 3.21% Reduced
298
NSCM
New South Capital Management
Tennessee
$348M -$26.4M 2 15.28% Reduced
299
ABN AMRO Bank
ABN AMRO Bank
Netherlands
$348M -$94.4M 7 4.5% Reduced
300
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$344M $0 1 1.34% Maintained