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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
Phoenix Financial
Phoenix Financial
Israel
$72.2M +$14.5M 3 1.48% Increased
302
Zacks Investment Management
Zacks Investment Management
Illinois
$71.2M +$30.5M 5 1.09% Increased
303
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$70.7M +$4.19M 3 2.15% Increased
304
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$70M +$71.9M 1 2.11% Increased
305
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$69.8M -$127M 30 1.56% Reduced
306
GC
GMT Capital
Georgia
$69.3M +$38.7M 2 4.41% Increased
307
Personal Capital Advisors
Personal Capital Advisors
California
$69.2M -$5.45M 1 0.36% Reduced
308
Private Advisor Group
Private Advisor Group
New Jersey
$68.8M -$10.7M 8 0.61% Reduced
309
Mercer Global Advisors
Mercer Global Advisors
Colorado
$68M +$1.54M 9 0.42% Increased
310
SCM
Sandler Capital Management
New York
$67.7M +$50.1M 2 7.19% Increased
311
Merit Financial Group
Merit Financial Group
Georgia
$67.6M +$75.9M 2 2.09% Increased
312
MUMSS
Mitsubishi UFJ Morgan Stanley Securities
Japan
$67.4M $0 2 90.4% Maintained
313
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$67.3M $0 1 1.04% Maintained
314
PML
Prime Movers Lab
Wyoming
$67.3M +$16.2M 1 35.84% Increased
315
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$67.2M -$2.5M 2 1.7% Reduced
316
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$66.8M -$59.9M 8 0.41% Reduced
317
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$66.8M +$81.3M 1 1.67% New
318
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$66.7M -$1.3M 5 0.37% Reduced
319
Oppenheimer & Co
Oppenheimer & Co
New York
$66.3M -$320K 9 1.43% Reduced
320
Trillium Asset Management
Trillium Asset Management
Massachusetts
$65.8M +$1.65M 3 2.02% Increased
321
Pzena Investment Management
Pzena Investment Management
New York
$65.6M +$16.1M 1 0.29% Increased
322
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$65.2M -$23.6M 2 4.49% Reduced
323
Scout Investments
Scout Investments
Missouri
$64.9M -$3M 2 1.29% Reduced
324
Pendal Group
Pendal Group
Australia
$64.5M +$3.83M 2 0.63% Increased
325
KeyBank National Association
KeyBank National Association
Ohio
$64.1M -$868K 6 0.31% Reduced