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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
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$77.4M -$19.2M 1 9.31% Reduced
277
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$76.9M +$38.6M 3 1.11% Increased
278
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$75.9M +$39.8M 5 0.15% Increased
279
AssetMark Inc
AssetMark Inc
California
$73.8M +$70.4M 9 0.38% Increased
280
Oppenheimer & Co
Oppenheimer & Co
New York
$73.8M +$8.36M 10 1.47% Increased
281
Scout Investments
Scout Investments
Missouri
$73.7M +$53.4M 3 1.11% Increased
282
HCM
Hitchwood Capital Management
New York
$73.5M -$30.1M 1 1.67% Reduced
283
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$73M +$5.58M 11 1.91% Increased
284
TA
Trivest Advisors
Hong Kong
$72.8M -$164M 1 20.65% Reduced
285
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$72.5M +$871K 5 0.4% Increased
286
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$69.9M +$1.62M 5 0.68% Increased
287
Nissay Asset Management
Nissay Asset Management
Japan
$68.8M -$6.49M 2 0.68% Reduced
288
SSM
Sound Shore Management
Connecticut
$68.1M -$5.21M 1 1.99% Reduced
289
Hood River Capital Management
Hood River Capital Management
Florida
$67.8M -$5.71M 1 2.18% Reduced
290
SAM
Scopus Asset Management
New York
$67.1M +$53K 6 0.85% Increased
291
M&T Bank
M&T Bank
New York
$67M +$12.6M 10 0.29% Increased
292
Westfield Capital Management
Westfield Capital Management
Massachusetts
$66.6M +$75.1M 1 0.41% New
293
Balyasny Asset Management
Balyasny Asset Management
Illinois
$65.5M -$37M 8 0.32% Reduced
294
Squarepoint
Squarepoint
New York
$64.8M -$5.18M 13 0.38% Reduced
295
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$64.6M -$2.9M 4 1.7% Reduced
296
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$64.3M +$35.8M 16 0.78% Increased
297
WBC
Westpac Banking Corp
Australia
$64.1M -$8.98M 2 0.71% Reduced
298
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$63.7M -$540M 5 0.06% Reduced
299
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$63.2M -$13.1M 6 0.49% Reduced
300
Gabelli Funds
Gabelli Funds
New York
$63M +$1.01M 9 0.42% Increased