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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
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$54.1M +$54.7K 4 2.59% Increased
327
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$53.9M +$243K 2 1.92% Increased
328
Advisors Asset Management
Advisors Asset Management
Colorado
$53.4M -$1.99M 8 0.75% Reduced
329
Pacer Advisors
Pacer Advisors
Pennsylvania
$53.2M -$5.13M 10 0.76% Reduced
330
Achmea Investment Management
Achmea Investment Management
Netherlands
$52.8M -$1.9M 2 1.8% Reduced
331
SCC
Spring Creek Capital
Kansas
$52.6M +$9.12M 4 2.61% Increased
332
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$52.6M +$3.3M 7 0.16% Increased
333
Balyasny Asset Management
Balyasny Asset Management
Illinois
$52.5M -$18M 9 0.25% Reduced
334
PGGM Investments
PGGM Investments
Netherlands
$51M -$85.8M 1 0.22% Reduced
335
OCM
Ogborne Capital Management
California
$51M +$16.3M 1 9.6% Increased
336
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$50.9M -$3.14M 3 0.12% Reduced
337
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$50.8M +$4.41M 1 1.52% Increased
338
LCG
Luxor Capital Group
New York
$50.4M +$38.1M 1 0.55% New
339
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$50.2M -$25.1M 5 0.09% Reduced
340
Castleark Management
Castleark Management
Illinois
$50.1M -$1.99M 2 1.68% Reduced
341
GF
Greenhouse Funds
Maryland
$49.7M +$6.67M 2 4.35% Increased
342
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$49.1M +$1.37M 6 3.05% Increased
343
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$48.5M +$5.98M 2 1.73% Increased
344
BCC
Bain Capital Credit
Massachusetts
$48.4M -$100 1 9.54% Reduced
345
TAMH
Taikang Asset Management (HK)
Hong Kong
$47.8M $0 1 7.37% Maintained
346
Westfield Capital Management
Westfield Capital Management
Massachusetts
$47.4M -$19.5M 1 0.28% Reduced
347
SC
Shellback Capital
Massachusetts
$47.3M +$1.24M 1 2.56% Increased
348
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$47.2M +$5.62M 2 1.19% Increased
349
CIBC World Markets
CIBC World Markets
New York
$47.1M -$31.7M 3 0.33% Reduced
350
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$46.8M +$5.58M 2 0.83% Increased