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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
SEB Asset Management
SEB Asset Management
$318M +$335M 6 1.36% New
277
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$317M +$158M 19 0.94% Increased
278
PUI
Purpose Unlimited Inc
$316M +$47.7M 5 13.05% Increased
279
Artemis Investment Management
Artemis Investment Management
United Kingdom
$313M -$76.8M 4 3.32% Reduced
280
ECP
Electron Capital Partners
New York
$311M -$82.6M 6 12.17% Reduced
281
Pathstone Holdings
Pathstone Holdings
New Jersey
$308M +$12.8M 22 1.23% Increased
282
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$308M +$210M 19 0.57% Increased
283
CI Investments Inc
CI Investments Inc
Ontario, Canada
$306M +$20.7M 9 1.48% Increased
284
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$305M +$73.2M 8 0.92% Increased
285
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$304M -$18M 1 1.44% Reduced
286
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$302M +$79.6M 3 5.02% Increased
287
IFM Investors
IFM Investors
Australia
$302M +$12.5M 5 2.52% Increased
288
MML Investors Services
MML Investors Services
Massachusetts
$302M -$122K 16 0.84% Reduced
289
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$300M -$4.83M 13 2.13% Reduced
290
Royce & Associates
Royce & Associates
New York
$298M -$43.9M 11 2.94% Reduced
291
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$293M +$2.64M 4 7.14% Increased
292
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$292M -$4.76M 7 2.36% Reduced
293
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$291M +$20.9M 32 0.76% Increased
294
NewEdge Advisors
NewEdge Advisors
Louisiana
$290M -$12.2M 33 1.05% Reduced
295
NSCM
New South Capital Management
Tennessee
$289M -$27.7M 2 13.84% Reduced
296
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$288M -$76.3M 5 2.26% Reduced
297
Great Lakes Advisors
Great Lakes Advisors
Illinois
$283M +$1.43M 10 2.35% Increased
298
Mirova US
Mirova US
Massachusetts
$283M +$47.7M 1 3.21% Increased
299
CIBC World Market
CIBC World Market
Ontario, Canada
$280M +$6.64M 11 0.46% Increased
300
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$279M -$1.49M 6 3.43% Reduced