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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
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$104M +$84.6M 1 1.59% Increased
302
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$103M +$58.3M 1 1.81% Increased
303
Swiss Life Asset Management
Swiss Life Asset Management
$103M -$13.2M 5 1.44% Reduced
304
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$102M -$2.31M 13 1.16% Reduced
305
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$101M +$8.74M 16 0.2% Increased
306
CCPM
Cooper Creek Partners Management
New York
$101M +$82.4M 1 3.84% New
307
KeyBank National Association
KeyBank National Association
Ohio
$101M -$2.44M 6 0.42% Reduced
308
JLBC
J.L. Bainbridge & Co
Florida
$100M -$770K 4 10.69% Reduced
309
Epoch Investment Partners
Epoch Investment Partners
New York
$99M -$79.1M 2 0.44% Reduced
310
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$98.9M +$33.6M 3 0.87% Increased
311
Cardano Risk Management
Cardano Risk Management
Netherlands
$98.2M +$5.14M 1 3.05% Increased
312
IP
Interval Partners
New York
$98M -$8.9M 5 2.75% Reduced
313
Group One Trading
Group One Trading
Illinois
$97.7M +$21.3M 12 0.38% Increased
314
Fisher Asset Management
Fisher Asset Management
Washington
$97M -$1.63M 5 0.05% Reduced
315
PineBridge Investments
PineBridge Investments
New York
$96.3M +$2.2M 4 0.77% Increased
316
QRG Capital Management
QRG Capital Management
Illinois
$96.2M -$913K 8 1.22% Reduced
317
D1 Capital Partners
D1 Capital Partners
New York
$96.1M +$94.2M 1 1.46% New
318
Whittier Trust
Whittier Trust
California
$93.5M -$5.75M 8 1.36% Reduced
319
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$92.9M -$7.74M 4 0.6% Reduced
320
River Road Asset Management
River Road Asset Management
Kentucky
$92.9M +$14.1M 1 1.25% Increased
321
Hood River Capital Management
Hood River Capital Management
Florida
$91.6M -$9.17M 2 2.04% Reduced
322
FCI
Financial Counselors Inc
Kansas
$91.3M -$2.6M 2 1.54% Reduced
323
Cetera Advisor Networks
Cetera Advisor Networks
California
$90.4M +$620K 13 0.45% Increased
324
Third Point
Third Point
New York
$90M +$4.16M 1 1.15% Increased
325
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$89.5M -$715K 3 0.4% Reduced