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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
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$84.2M +$1.6M 1 2.66% Increased
302
Marsico Capital Management
Marsico Capital Management
Colorado
$83.9M +$80.5M 1 4.51% Increased
303
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$83.2M -$16.6M 10 0.53% Reduced
304
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$82.2M +$2.79M 1 1.34% Increased
305
CET
Clean Energy Transition
United Kingdom
$79.1M -$21.7M 2 9.07% Reduced
306
PCM
Prime Capital Management
Hong Kong
$79.1M +$83.3M 1 44.69% New
307
CA
Cornerstone Advisors
North Carolina
$78.8M +$32.7M 1 3.87% Increased
308
Oppenheimer & Co
Oppenheimer & Co
New York
$78.8M +$5.32M 10 1.84% Increased
309
GC
GMT Capital
Georgia
$78.4M +$1.31M 2 4.87% Increased
310
Verition Fund Management
Verition Fund Management
Connecticut
$78.2M +$23.5M 13 0.87% Increased
311
Mercer Global Advisors
Mercer Global Advisors
Colorado
$77.5M +$892K 9 0.46% Increased
312
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$77.4M -$11.1M 16 0.38% Reduced
313
CI Investments Inc
CI Investments Inc
Ontario, Canada
$77M -$958K 8 0.4% Reduced
314
Wealthfront Advisers
Wealthfront Advisers
California
$76.8M +$18.2M 5 0.41% Increased
315
WC
Wexford Capital
Florida
$76.7M -$577K 1 24.24% Reduced
316
Point72 Asset Management
Point72 Asset Management
Connecticut
$76.6M +$47.4M 6 0.31% Increased
317
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$76.4M -$3.71M 2 2.1% Reduced
318
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$76M +$3.67M 3 2.46% Increased
319
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$75.5M +$987K 3 1.21% Increased
320
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$75.4M -$31.6M 5 1.78% Reduced
321
AAM
Ardevora Asset Management
United Kingdom
$75.3M -$47.2M 2 1.36% Reduced
322
Zacks Investment Management
Zacks Investment Management
Illinois
$74.7M -$6.29M 5 1.19% Reduced
323
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$74.6M -$913M 8 0.11% Reduced
324
ALPS Advisors
ALPS Advisors
Colorado
$74.5M +$2.38M 8 0.7% Increased
325
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$74.3M -$3.36M 3 0.3% Reduced