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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
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$19.4M -$4.58M 2 0.26% Reduced
327
Jane Street
Jane Street
New York
$19.2M -$57.4M 11 0.03% Reduced
328
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$19.1M +$176K 20 0.13% Increased
329
Alpha Cubed Investments
Alpha Cubed Investments
California
$19M +$1.3M 1 2.22% Increased
330
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$18.9M +$4.92M 2 0.36% Increased
331
MLIM
Mountain Lake Investment Management
Florida
$18.9M $0 1 9.56% Maintained
332
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$18.7M +$3.16M 3 0.6% Increased
333
Mutual of America Capital Management
Mutual of America Capital Management
New York
$18.6M -$123K 9 0.26% Reduced
334
MC
Martin Currie
United Kingdom
$18.3M +$6.24M 1 1.17% Increased
335
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$18.2M +$99K 16 0.31% Increased
336
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$18.1M +$3.84M 12 0.22% Increased
337
ECM
Engine Capital Management
New York
$18.1M +$17.2M 1 8.45% Increased
338
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$18M -$1.52M 11 0.24% Reduced
339
CIM
Corbyn Investment Management
Maryland
$17.9M -$2.27M 3 7.2% Reduced
340
Daiwa Securities Group
Daiwa Securities Group
Japan
$17.8M -$6.72M 4 0.15% Reduced
341
Great Lakes Advisors
Great Lakes Advisors
Illinois
$17.7M +$9.15M 4 0.39% Increased
342
Capital International Investors
Capital International Investors
California
$17.6M -$126M 1 0.01% Reduced
343
MSA
Mason Street Advisors
Wisconsin
$17.5M -$885K 10 0.35% Reduced
344
GD
Grandfield & Dodd
New York
$17.4M +$358K 2 1.71% Increased
345
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$17.4M -$2.33M 8 0.27% Reduced
346
Sit Investment Associates
Sit Investment Associates
Minnesota
$17.1M +$2.49M 2 0.52% Increased
347
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$17M -$323K 2 0.86% Reduced
348
Whittier Trust
Whittier Trust
California
$16.9M +$274K 8 0.48% Increased
349
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$16.9M +$1.04M 1 0.87% Increased
350
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$16.9M -$1.17M 1 1.66% Reduced