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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
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$118M +$21.9M 11 0.53% Increased
277
Personal Capital Advisors
Personal Capital Advisors
California
$118M +$367K 1 0.55% Increased
278
Private Advisor Group
Private Advisor Group
New Jersey
$115M +$1.86M 9 0.88% Increased
279
Shelton Capital Management
Shelton Capital Management
Colorado
$113M +$2.21M 9 4.17% Increased
280
Marsico Capital Management
Marsico Capital Management
Colorado
$111M -$9.8M 1 3.86% Reduced
281
LPU
Lansdowne Partners (UK)
United Kingdom
$109M -$38.1M 1 9.04% Reduced
282
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$109M -$100M 5 2.08% Reduced
283
MUMSS
Mitsubishi UFJ Morgan Stanley Securities
Japan
$108M +$93.1M 2 93.78% Increased
284
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$108M +$4.67M 1 1.37% Increased
285
Caxton Associates (New York)
Caxton Associates (New York)
New York
$107M +$89.8M 2 8.73% Increased
286
Guinness Asset Management
Guinness Asset Management
United Kingdom
$107M +$8.58M 3 3.98% Increased
287
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$106M +$31.7M 3 2.47% Increased
288
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$103M +$18.4K 3 0.5% Increased
289
WBC
Westpac Banking Corp
Australia
$101M +$163K 2 1.16% Increased
290
Congress Asset Management
Congress Asset Management
Massachusetts
$101M +$2.31M 2 0.86% Increased
291
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$100M -$8.2M 6 1.94% Reduced
292
TA
Trivest Advisors
Hong Kong
$100M -$180M 1 16.95% Reduced
293
CIBC World Market
CIBC World Market
Ontario, Canada
$100M +$1.99M 8 0.32% Increased
294
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$99.5M +$2.81M 11 2.36% Increased
295
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$99.4M +$319K 5 5.81% Increased
296
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$98.5M +$2.37M 2 1.1% Increased
297
USS Investment Management
USS Investment Management
United Kingdom
$98.3M -$95.3M 2 0.81% Reduced
298
Norinchukin Bank
Norinchukin Bank
Japan
$97.2M +$8.67M 3 1.3% Increased
299
ORIO
Old Republic International (ORI)
Illinois
$96.8M -$13.5M 2 1.96% Reduced
300
Mercer Global Advisors
Mercer Global Advisors
Colorado
$96.1M +$4.83M 9 0.57% Increased