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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
326
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$21.3M -$979K 2 0.31% Reduced
327
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$21.2M +$7.81M 1 1.43% Increased
328
FMW
Farr Miller & Washington
District of Columbia
$20.8M +$119K 1 1.76% Increased
329
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$20.7M +$574K 2 0.65% Increased
330
CIBC World Markets
CIBC World Markets
New York
$20.6M -$6.17M 4 0.18% Reduced
331
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$20.5M +$326K 1 0.67% Increased
332
OCM
Olstein Capital Management
New York
$20.5M -$299K 2 2.74% Reduced
333
Castleark Management
Castleark Management
Illinois
$20.5M -$12.2M 2 0.59% Reduced
334
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$20.4M -$563K 10 0.34% Reduced
335
CIM
Corbyn Investment Management
Maryland
$20.3M +$1M 4 7% Increased
336
NCGI
Next Century Growth Investors
Minnesota
$19.9M +$5.26K 2 2.31% Increased
337
Creative Planning
Creative Planning
Kansas
$19.8M +$1.48M 4 0.07% Increased
338
Squarepoint
Squarepoint
New York
$19.5M +$5.18M 9 0.23% Increased
339
Advisors Asset Management
Advisors Asset Management
Colorado
$19.4M -$280K 10 0.32% Reduced
340
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$19.4M -$1.8M 5 0.09% Reduced
341
Xact Kapitalforvaltning
Xact Kapitalforvaltning
Sweden
$19.3M -$25.9K 9 0.4% Reduced
342
Wasatch Advisors
Wasatch Advisors
Utah
$19.2M -$1.82M 2 0.22% Reduced
343
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$19.1M +$11.5M 2 0.4% Increased
344
NSCM
New South Capital Management
Tennessee
$18.8M -$3.66M 1 0.5% Reduced
345
Hancock Whitney
Hancock Whitney
Mississippi
$18.2M -$5.53M 3 0.51% Reduced
346
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$18M -$19K 10 0.11% Reduced
347
Utah Retirement Systems
Utah Retirement Systems
Utah
$17.9M +$93.5K 7 0.35% Increased
348
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$17.9M +$29.9K 1 1.79% Increased
349
ACPU
Arrowgrass Capital Partners (US)
Delaware
$17.8M $0 1 0.55% Maintained
350
FTCM
Fir Tree Capital Management
New York
$17.8M $0 1 0.96% Maintained