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 | |
|---|---|---|---|---|---|---|---|
| 301 |
Kestra Advisory Services
Austin,
Texas
| $343M | +$31.7M | 20 | 1.11% | Increased |
|
| 302 |
Candriam SCA
Strassen, Luxembourg,
Luxembourg
| $341M | +$7.03M | 5 | 1.54% | Increased |
|
| 303 |
ABN AMRO Investment Solutions
Paris Cedex 008,
| $341M | +$144M | 7 | 2.95% | Increased |
|
| 304 |
Defiance ETFs
New York
| $340M | +$218M | 16 | 4.62% | Increased |
|
| 305 |
Royce & Associates
New York
| $340M | -$48.7M | 10 | 2.74% | Reduced |
|
| 306 |
Westwood Holdings Group
Dallas,
Texas
| $338M | -$103M | 8 | 2.55% | Reduced |
|
| 307 |
M&T Bank
Buffalo,
New York
| $337M | -$6.81M | 18 | 0.99% | Reduced |
|
| 308 |
Fjarde Ap-fonden
Stockholm,
Sweden
| $336M | +$44M | 6 | 1.61% | Increased |
|
| 309 |
First Manhattan
New York
| $332M | -$4.15M | 12 | 0.85% | Reduced |
|
| 310 |
Police & Firemen's Retirement System of New Jersey
Trenton,
New Jersey
| $332M | +$956K | 30 | 2.49% | Increased |
|
| 311 |
Regions Financial Corp
Birmingham,
Alabama
| $329M | -$4.54M | 8 | 1.97% | Reduced |
|
| 312 |
Prudential plc
London, England,
United Kingdom
| $329M | +$165M | 7 | 1.79% | Increased |
|
| 313 |
Clal Insurance
Tel-Aviv,
Israel
| $324M | +$144M | 7 | 1.45% | Increased |
|
| 314 |
CIBC World Market
Toronto,
Ontario, Canada
| $323M | -$37.8M | 11 | 0.52% | Reduced |
|
| 315 |
Sequoia Financial Advisors
Akron,
Ohio
| $320M | +$27.5M | 17 | 1.59% | Increased |
|
| 316 |
Lido Advisors
Los Angeles,
California
| $319M | -$8.04M | 14 | 0.87% | Reduced |
|
| 317 |
QRG Capital Management
Chicago,
Illinois
| $319M | +$29.6M | 13 | 2.62% | Increased |
|
| 318 |
UniSuper Management
Melbourne, Victoria,
Australia
| $315M | +$25.4M | 7 | 1.63% | Increased |
|
| 319 |
Trexquant Investment
Stamford,
Connecticut
| $314M | +$39M | 15 | 1.85% | Increased |
|
| 320 |
Ossiam
Paris,
France
| $312M | -$123M | 7 | 4.14% | Reduced |
|
| 321 |
Exchange Traded Concepts
Oklahoma City,
Oklahoma
| $311M | -$36.3M | 15 | 1.42% | Reduced |
|
| 322 |
BSL
Blue Sparrow LLC
Dover,
Delaware
| $310M | +$74.4M | 1 | 3.01% | Increased |
|
| 323 |
Empower Advisory Group
Greenwood Village,
Colorado
| $307M | +$11.2M | 3 | 0.73% | Increased |
|
| 324 |
Marex Group
London,
| $307M | -$104M | 7 | 1.3% | Reduced |
|
| 325 |
Empowered Funds
Havertown,
Pennsylvania
| $307M | +$30.7M | 21 | 1.62% | Increased |
|