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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
276
GH
GAM Holding
Switzerland
$24.7M +$1.73M 5 0.46% Increased
277
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$24.7M +$8.16M 2 1.22% Increased
278
CCM
Cadence Capital Management
Massachusetts
$24.7M +$7.66M 3 0.84% Increased
279
City National Bank
City National Bank
Delaware
$24.6M +$3.99M 2 0.44% Increased
280
TCW Group
TCW Group
California
$24.5M -$20M 3 0.11% Reduced
281
Stifel Nicolaus & Co
Stifel Nicolaus & Co
Missouri
$24M +$1.33M 6 0.4% Increased
282
Emerald Advisers
Emerald Advisers
Pennsylvania
$23.8M -$13.5M 3 1.34% Reduced
283
GAMCO Investors
GAMCO Investors
Connecticut
$23.7M -$28.5M 4 0.14% Reduced
284
CBOA
Commonwealth Bank of Australia
Australia
$23.7M +$794K 3 0.17% Increased
285
OC
Oakmont Corp
California
$23.7M +$23.1M 1 5.42% New
286
Oppenheimer & Co
Oppenheimer & Co
New York
$23.4M -$2.06M 8 0.82% Reduced
287
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$23.1M -$484K 4 0.32% Reduced
288
Bartlett & Co
Bartlett & Co
Ohio
$23M -$403K 2 1.25% Reduced
289
VanEck Associates
VanEck Associates
New York
$23M -$2.14M 4 0.12% Reduced
290
Arizona State Retirement System
Arizona State Retirement System
Arizona
$23M +$592K 6 0.29% Increased
291
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$22.9M +$1.52M 5 0.14% Increased
292
AC
Ascend Capital
California
$22.6M +$3.92M 2 0.84% Increased
293
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$22.5M +$22M 3 0.29% New
294
Aviva
Aviva
United Kingdom
$22.5M +$7.04M 1 0.2% Increased
295
FIG
Fortress Investment Group
New York
$22.4M +$4.75M 3 0.42% Increased
296
KCA
KR Capital Advisors
New York
$22.3M +$1.04M 2 3.68% Increased
297
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$22.2M +$21.5M 2 0.73% New
298
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$21.8M +$4.25M 8 0.1% Increased
299
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$21.7M -$20.5M 7 0.2% Reduced
300
LBG
Lloyds Banking Group
United Kingdom
$21.5M -$1.34M 2 0.22% Reduced