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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
Two Sigma Advisers
Two Sigma Advisers
New York
$96.1M -$376M 16 0.25% Reduced
277
Atreides Management
Atreides Management
Massachusetts
$95.8M -$37.1M 1 2.93% Reduced
278
Pacer Advisors
Pacer Advisors
Pennsylvania
$95.5M +$59.8M 6 0.41% Increased
279
AAM
ACK Asset Management
Connecticut
$95.1M +$2.67M 2 14.51% Increased
280
WC
Wexford Capital
Florida
$94.8M -$62.5K 1 19.64% Reduced
281
GF
Greenhouse Funds
Maryland
$94.8M -$25.9M 2 7.95% Reduced
282
NC
Nightview Capital
Texas
$94.3M -$3.06M 1 36.19% Reduced
283
Group One Trading
Group One Trading
Illinois
$94M -$21.5M 16 0.34% Reduced
284
SAM
Scopus Asset Management
New York
$93.3M +$18.9M 8 2.24% Increased
285
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$92.7M +$25.7M 19 0.5% Increased
286
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$92.4M -$228K 16 0.41% Reduced
287
Acadian Asset Management
Acadian Asset Management
Massachusetts
$90.2M +$37.6M 12 0.4% Increased
288
Natixis
Natixis
France
$90.1M -$74M 5 0.81% Reduced
289
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$89.7M -$20.4M 4 1.87% Reduced
290
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$87.3M -$3.39M 1 6.9% Reduced
291
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$86.2M -$4.93M 8 0.26% Reduced
292
Braun Stacey Associates
Braun Stacey Associates
New York
$85.5M +$33.5M 3 2.24% Increased
293
SCM
Scopia Capital Management
New York
$85.3M -$5.42M 1 8.11% Reduced
294
Oppenheimer & Co
Oppenheimer & Co
New York
$85.3M +$473K 12 1.81% Increased
295
Glenmede Trust
Glenmede Trust
Pennsylvania
$84.3M +$229K 9 0.48% Increased
296
Swiss Life Asset Management
Swiss Life Asset Management
$83.1M -$1.74M 4 1.25% Reduced
297
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$81.4M -$4.6M 3 5.21% Reduced
298
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$80.6M -$1.62M 2 2.13% Reduced
299
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$80.1M -$13.9M 7 0.83% Reduced
300
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$80.1M +$218K 11 2.03% Increased