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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
Hood River Capital Management
Hood River Capital Management
Florida
$22.7M +$8.03M 3 2.88% Increased
277
HJMC
Hellman Jordan Management Company
Massachusetts
$22.6M +$6.88M 2 4.21% Increased
278
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$22.6M +$3.52M 2 0.45% Increased
279
AMF Tjänstepension
AMF Tjänstepension
Sweden
$22.5M +$23.7M 1 0.28% New
280
ICOM
Investment Counselors of Maryland
Maryland
$22.3M -$2.04M 1 1.08% Reduced
281
ALPS Advisors
ALPS Advisors
Colorado
$22.3M +$21.2M 2 0.18% Increased
282
Reinhart Partners
Reinhart Partners
Wisconsin
$22M -$1.14M 2 1.64% Reduced
283
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$21.9M +$8.1M 7 0.07% Increased
284
ICM
IronBridge Capital Management
Illinois
$21.7M -$3.57M 3 0.61% Reduced
285
BCM
Beddow Capital Management
Wyoming
$21.7M +$14.5K 2 6.83% Increased
286
TPSF
Texas Permanent School Fund
Texas
$21.4M -$525K 6 0.23% Reduced
287
FMA
Fiduciary Management Associates
Illinois
$21.3M -$13.9M 2 1.32% Reduced
288
STCG
Speece Thorson Capital Group
Minnesota
$21.3M -$285K 2 5.18% Reduced
289
Channing Capital Management
Channing Capital Management
Illinois
$21.3M +$3.58M 1 1.09% Increased
290
HCM
Hodges Capital Management
Texas
$21.3M +$4.36M 1 0.87% Increased
291
RCM
Rutabaga Capital Management
Massachusetts
$21.1M +$19.1M 1 2.02% New
292
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$20.9M -$1.36M 5 0.14% Reduced
293
WesBanco Bank
WesBanco Bank
West Virginia
$20.9M +$1.7M 3 1.14% Increased
294
NIM
NXG Investment Management
Texas
$20.9M +$12.7M 2 0.54% Increased
295
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$20.6M +$157K 2 0.42% Increased
296
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$20.5M -$611K 1 2.02% Reduced
297
HCM
Highfields Capital Management
Massachusetts
$20.3M +$21.4M 1 0.17% New
298
Arizona State Retirement System
Arizona State Retirement System
Arizona
$20.3M +$245K 6 0.24% Increased
299
Ruffer LLP
Ruffer LLP
United Kingdom
$20.2M +$4.45M 1 0.66% Increased
300
CC
Carlson Capital
Texas
$19.9M +$22M 1 0.2% New