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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
301
Douglas C. Lane & Associates
Douglas C. Lane & Associates
New York
$22.3M +$1.63M 1 0.67% Increased
302
Kennedy Capital Management
Kennedy Capital Management
Missouri
$22.3M -$3.8M 4 0.41% Reduced
303
R.M. Davis Inc
R.M. Davis Inc
Maine
$22.2M +$1.04M 1 1.28% Increased
304
TCW Group
TCW Group
California
$22.2M +$237K 2 0.09% Increased
305
ICOM
Investment Counselors of Maryland
Maryland
$22M +$1.69M 1 0.95% Increased
306
STCG
Speece Thorson Capital Group
Minnesota
$21.7M -$176K 2 5.53% Reduced
307
Ruffer LLP
Ruffer LLP
United Kingdom
$21.6M +$16.6M 1 0.7% Increased
308
Winton Group
Winton Group
United Kingdom
$21.5M +$20.8M 2 0.15% New
309
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$21.4M -$1.43M 5 0.51% Reduced
310
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$21.3M -$2.1M 4 0.27% Reduced
311
ProShare Advisors
ProShare Advisors
Maryland
$20.9M -$3.71M 11 0.27% Reduced
312
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$20.8M -$8.01M 1 0.97% Reduced
313
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$20.6M -$282K 1 0.42% Reduced
314
Sentry Investments
Sentry Investments
Ontario, Canada
$20.5M +$14M 1 0.26% Increased
315
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$20.3M +$4.02M 2 1.87% Increased
316
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$20.1M -$7.6M 1 0.06% Reduced
317
VDBMI
Van Den Berg Management I
Texas
$20.1M -$3.84M 2 1.44% Reduced
318
Bartlett & Co
Bartlett & Co
Ohio
$20.1M -$2.58M 3 0.97% Reduced
319
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$19.8M +$4.74M 5 0.15% Increased
320
Suntrust Banks
Suntrust Banks
Georgia
$19.6M -$14M 5 0.14% Reduced
321
Wasatch Advisors
Wasatch Advisors
Utah
$19.4M +$1.39M 2 0.19% Increased
322
Reinhart Partners
Reinhart Partners
Wisconsin
$19.2M -$362K 2 1.38% Reduced
323
ST
Stifel Trust
Missouri
$19.2M +$125K 4 3.58% Increased
324
ECM
Estabrook Capital Management
New York
$19.1M -$1.97M 1 1.96% Reduced
325
BMCMI
Bryn Mawr Capital Management Inc
Pennsylvania
$19M +$12.6M 9 1.82% Increased