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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
Trillium Asset Management
Trillium Asset Management
Massachusetts
$92.7M +$7.53M 3 2.6% Increased
302
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$92M -$15.9M 4 2.28% Reduced
303
UMB Bank
UMB Bank
Missouri
$91.6M +$40.7K 11 1.39% Increased
304
Cetera Advisor Networks
Cetera Advisor Networks
California
$91.1M +$3.07M 14 0.63% Increased
305
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$90.6M -$5.88M 2 1.63% Reduced
306
Zacks Investment Management
Zacks Investment Management
Illinois
$88.7M +$9.01M 8 1.11% Increased
307
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$88.3M +$15M 4 0.19% Increased
308
FCI
Financial Counselors Inc
Kansas
$88.1M -$277K 2 1.79% Reduced
309
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$87.9M -$16.3M 5 0.23% Reduced
310
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$87.6M +$15.2M 4 1.34% Increased
311
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$86.6M +$1.33M 13 1.03% Increased
312
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$85M -$51.4M 1 1.25% Reduced
313
Huntington National Bank
Huntington National Bank
Ohio
$84.5M +$6.95M 16 0.78% Increased
314
Glenmede Trust
Glenmede Trust
Pennsylvania
$84.4M -$389K 8 0.48% Reduced
315
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$83.7M -$1.19M 3 2.03% Reduced
316
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$82M -$135M 13 0.7% Reduced
317
Tidal Investments
Tidal Investments
Wisconsin
$81.9M -$1.27M 12 2.41% Reduced
318
Kestra Advisory Services
Kestra Advisory Services
Texas
$81.3M +$9.42M 10 0.81% Increased
319
MML Investors Services
MML Investors Services
Massachusetts
$81.3M +$10.5M 12 0.45% Increased
320
Shelton Capital Management
Shelton Capital Management
Colorado
$81.2M -$9.06M 9 2.92% Reduced
321
CIP
Champlain Investment Partners
Vermont
$81M -$3.24M 1 0.5% Reduced
322
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$80.7M +$1.29M 3 1.3% Increased
323
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$80.6M -$11M 2 1.86% Reduced
324
Whittier Trust
Whittier Trust
California
$80.3M -$1.53M 10 1.4% Reduced
325
PFM
Premier Fund Managers
United Kingdom
$80.1M +$6.48M 1 3.18% Increased