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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
Hamlin Capital Management
Hamlin Capital Management
New York
$26.4M -$36.6M 1 1.58% Reduced
277
AWA
Artemis Wealth Advisors
New York
$26.2M -$7.83K 1 11.2% Reduced
278
DnB Asset Management
DnB Asset Management
Norway
$26M -$1.16M 3 0.38% Reduced
279
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$25.8M +$71K 2 2.76% Increased
280
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$25.7M -$859K 15 0.29% Reduced
281
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$25.3M +$1.06M 2 0.48% Increased
282
FMW
Farr Miller & Washington
District of Columbia
$24.9M +$483K 1 2.34% Increased
283
AR
Advisory Research
Illinois
$24.6M -$15.7M 2 1.71% Reduced
284
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$24.5M +$2.2M 4 2.96% Increased
285
Encompass Capital Advisors
Encompass Capital Advisors
New York
$24.5M +$32.3M 1 2.63% New
286
Storebrand Asset Management
Storebrand Asset Management
Norway
$24.4M +$31.3M 7 0.25% New
287
Fred Alger Management
Fred Alger Management
New York
$24.3M +$14.2M 4 0.11% Increased
288
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$23.9M -$19M 7 0.37% Reduced
289
Harris Associates
Harris Associates
Illinois
$23.8M -$54.5M 1 0.07% Reduced
290
QIM
Quantitative Investment Management
Virginia
$23.5M +$23.7M 3 2.57% Increased
291
Winton Group
Winton Group
United Kingdom
$23.5M -$12.9M 7 0.62% Reduced
292
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$23.3M -$110M 7 0.13% Reduced
293
Atreides Management
Atreides Management
Massachusetts
$23.3M -$14.4M 1 5.14% Reduced
294
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$23.3M -$207K 2 1.5% Reduced
295
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$23.1M +$8.34M 2 0.23% Increased
296
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$23M +$404K 3 0.1% Increased
297
Utah Retirement Systems
Utah Retirement Systems
Utah
$22.9M +$50.7K 5 0.49% Increased
298
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$22.9M +$1.4M 6 0.03% Increased
299
MSL
Mackay Shields LLC
New York
$22.7M +$13.8M 8 0.21% Increased
300
NAH
Neumann Advisory (HK)
Hong Kong
$22.5M $0 1 11.98% Maintained