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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
FCI
Financial Counselors Inc
Kansas
$81.1M +$7.69M 2 1.68% Increased
327
CloudAlpha Capital Management
CloudAlpha Capital Management
Hong Kong
$80.6M +$69.9M 1 37.78% New
328
GF
Greenhouse Funds
Maryland
$80.5M +$11M 2 8.13% Increased
329
OPFM
Optimus Prime Fund Management
Cayman Islands
$80.3M +$46.7M 1 6.95% Increased
330
VVP
Vulcan Value Partners
Alabama
$79.7M +$1.69M 1 0.49% Increased
331
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$79.5M +$2.3M 10 2.15% Increased
332
Brown Advisory
Brown Advisory
Maryland
$79.5M +$3.18M 6 0.12% Increased
333
Nomura Holdings
Nomura Holdings
Japan
$79.4M -$29.9M 4 0.24% Reduced
334
CIBC World Markets
CIBC World Markets
New York
$79.1M -$20.2M 3 0.62% Reduced
335
SG Americas Securities
SG Americas Securities
New York
$78.9M -$256M 17 0.58% Reduced
336
William Blair Investment Management
William Blair Investment Management
Illinois
$78.8M +$18M 1 0.24% Increased
337
KeyBank National Association
KeyBank National Association
Ohio
$78.7M -$1.78M 8 0.33% Reduced
338
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$76.6M +$37.4M 26 0.65% Increased
339
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$76.3M +$3.13M 2 2.21% Increased
340
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$76.2M -$16.8M 1 2.71% Reduced
341
Capricorn Investment Group
Capricorn Investment Group
California
$75.8M $0 1 8.88% Maintained
342
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$75.6M +$7.14M 7 0.51% Increased
343
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$75.1M -$5.16M 2 1.59% Reduced
344
CAM
ClariVest Asset Management
California
$75.1M +$2.52M 3 2.96% Increased
345
MML Investors Services
MML Investors Services
Massachusetts
$74.6M +$8.06M 8 0.53% Increased
346
SAM
Shell Asset Management
Netherlands
$74.5M -$6.76M 10 1.76% Reduced
347
AAM
ACK Asset Management
Connecticut
$73.8M +$6.04M 2 16.01% Increased
348
LCG
Luxor Capital Group
New York
$73.6M $0 1 1.01% Maintained
349
AAM
Ardevora Asset Management
United Kingdom
$73.6M +$63.8M 1 0.96% New
350
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
$73.3M $0 1 6.79% Maintained