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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
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$19.9M +$5.82M 2 0.17% Increased
327
MCIM
Meadow Creek Investment Management
Georgia
$19.8M -$9.38M 8 0.39% Reduced
328
FMW
Farr Miller & Washington
District of Columbia
$19.6M +$40.9K 1 1.62% Increased
329
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$19.6M +$136K 11 0.33% Increased
330
SCM
SG Capital Management
Illinois
$19.5M -$18M 1 3.09% Reduced
331
DZ Bank
DZ Bank
Germany
$19.5M +$9.35M 3 0.06% Increased
332
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$19.5M -$17.6M 7 0.69% Reduced
333
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$19.2M +$1.3M 4 1.26% Increased
334
Hancock Whitney
Hancock Whitney
Mississippi
$19.2M +$3.02M 6 0.61% Increased
335
MLIM
Mountain Lake Investment Management
Florida
$19.1M $0 1 8.97% Maintained
336
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$19.1M -$4.84M 6 0.1% Reduced
337
CIM
Corbyn Investment Management
Maryland
$18.7M -$1.33M 3 6.59% Reduced
338
Nomura Asset Management
Nomura Asset Management
Japan
$18.5M -$2.57M 4 0.18% Reduced
339
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$18.3M +$2.12M 19 0.13% Increased
340
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$18.3M -$17.3M 7 0.09% Reduced
341
MPIA
Mountain Pacific Investment Advisers
Idaho
$18.3M +$999K 2 1.65% Increased
342
Winton Group
Winton Group
United Kingdom
$18.2M -$1.77M 7 0.35% Reduced
343
Homestead Advisers
Homestead Advisers
Virginia
$18.2M -$19.2M 1 0.34% Reduced
344
Xact Kapitalforvaltning
Xact Kapitalforvaltning
Sweden
$18.1M +$925K 10 0.37% Increased
345
BB&T Securities
BB&T Securities
Virginia
$18M -$1.97M 5 0.16% Reduced
346
Mutual of America Capital Management
Mutual of America Capital Management
New York
$18M +$75K 9 0.25% Increased
347
CAM
Cortina Asset Management
Wisconsin
$17.9M -$3.36M 1 1.11% Reduced
348
Brookfield Corp
Brookfield Corp
Ontario, Canada
$17.7M +$13.3M 2 0.08% Increased
349
Alpha Cubed Investments
Alpha Cubed Investments
California
$17.7M -$460K 2 2.05% Reduced
350
MSA
Mason Street Advisors
Wisconsin
$17.7M +$16.3K 11 0.37% Increased