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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
William Blair & Company
William Blair & Company
Illinois
$114M +$7.25M 11 0.44% Increased
277
Tredje AP-fonden
Tredje AP-fonden
Sweden
$113M -$645K 4 1.67% Reduced
278
Ariel Investments
Ariel Investments
Illinois
$113M -$27.4M 1 1.2% Reduced
279
WC
Wexford Capital
Florida
$111M +$3.03M 4 24.65% Increased
280
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$111M +$2.87M 7 1.09% Increased
281
Pathstone Family Office
Pathstone Family Office
New Jersey
$109M +$20.5M 14 0.83% Increased
282
Swiss Life Asset Management
Swiss Life Asset Management
$108M +$11.6M 5 1.68% Increased
283
Guinness Asset Management
Guinness Asset Management
United Kingdom
$105M +$6.55M 3 2.42% Increased
284
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$105M +$2.46M 4 1.28% Increased
285
Pacer Advisors
Pacer Advisors
Pennsylvania
$104M -$7.67M 11 0.4% Reduced
286
Winslow Capital Management
Winslow Capital Management
Minnesota
$104M -$2.62M 1 0.49% Reduced
287
LA
Legacy Advisors
Pennsylvania
$102M -$7.59M 3 16.46% Reduced
288
Quadrature Capital
Quadrature Capital
United Kingdom
$100M -$16.6M 10 2.06% Reduced
289
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$100M -$17.1M 4 0.76% Reduced
290
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$99.6M -$2.91M 1 6.78% Reduced
291
QRG Capital Management
QRG Capital Management
Illinois
$99.2M +$101M 5 1.72% New
292
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$99.1M +$19.9M 7 0.23% Increased
293
TSS
Two Sigma Securities
New York
$98.7M +$40.7M 5 1.05% Increased
294
Marsico Capital Management
Marsico Capital Management
Colorado
$98.2M -$2.45M 1 4.21% Reduced
295
GF
Greenhouse Funds
Maryland
$98M +$12.3M 2 7.24% Increased
296
Nissay Asset Management
Nissay Asset Management
Japan
$97.8M +$2M 4 0.87% Increased
297
Mercer Global Advisors
Mercer Global Advisors
Colorado
$96.6M -$5.23M 11 0.37% Reduced
298
Cetera Advisor Networks
Cetera Advisor Networks
California
$96.1M +$7.95M 15 0.61% Increased
299
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$96M -$8.64M 13 2.2% Reduced
300
Artemis Investment Management
Artemis Investment Management
United Kingdom
$95.2M -$42.6M 4 1.33% Reduced