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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
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$78.1M -$1.25M 1 1.49% Reduced
302
Driehaus Capital Management
Driehaus Capital Management
Illinois
$77.9M -$39.8M 4 1.09% Reduced
303
Nissay Asset Management
Nissay Asset Management
Japan
$77.5M -$4.98M 4 0.69% Reduced
304
Pathstone Family Office
Pathstone Family Office
New Jersey
$76.7M -$11.4M 12 1.24% Reduced
305
Czech National Bank
Czech National Bank
Czech Republic
$76.6M +$479K 3 1.89% Increased
306
OFI Invest Asset Management
OFI Invest Asset Management
France
$76.5M +$64.5M 2 3.23% New
307
UMB Bank
UMB Bank
Missouri
$76.3M +$8.8M 10 1.22% Increased
308
Shelton Capital Management
Shelton Capital Management
Colorado
$75.9M +$21M 8 3.16% Increased
309
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$75.1M -$9.42M 2 1.74% Reduced
310
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$74.3M -$720K 1 1.75% Reduced
311
SG Americas Securities
SG Americas Securities
New York
$74.2M -$110M 25 0.86% Reduced
312
UBV
United Bank (Virginia)
Virginia
$73.5M $0 1 9.39% Maintained
313
Third Point
Third Point
New York
$73.1M +$70.9M 1 1.2% New
314
CIP
Champlain Investment Partners
Vermont
$73.1M -$785K 1 0.46% Reduced
315
FCI
Financial Counselors Inc
Kansas
$72.5M +$2.94M 2 1.56% Increased
316
Trillium Asset Management
Trillium Asset Management
Massachusetts
$72.5M -$329K 2 2.12% Reduced
317
Cetera Advisor Networks
Cetera Advisor Networks
California
$71.8M +$6.84M 14 0.53% Increased
318
Mercer Global Advisors
Mercer Global Advisors
Colorado
$71.3M -$1.11M 8 0.32% Reduced
319
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$68.3M +$515K 12 0.85% Increased
320
Axiom Investors
Axiom Investors
Connecticut
$68.3M +$6.16M 1 1.12% Increased
321
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$68.1M +$17.3M 3 1.19% Increased
322
Whittier Trust
Whittier Trust
California
$68M +$9.41M 11 1.24% Increased
323
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$67.7M +$296K 4 1.94% Increased
324
WBC
Westpac Banking Corp
Australia
$67.5M -$760K 4 0.91% Reduced
325
Tidal Investments
Tidal Investments
Wisconsin
$67M +$20.5M 10 2.21% Increased