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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
VVP
Vulcan Value Partners
Alabama
$63.5M +$529K 1 0.62% Increased
327
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$63.2M +$34.4M 2 0.95% Increased
328
FCI
Financial Counselors Inc
Kansas
$62.3M +$6.28M 2 1.46% Increased
329
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$62.1M +$1.13M 3 1.91% Increased
330
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$61.8M +$57.7M 4 0.56% Increased
331
Twin Tree Management
Twin Tree Management
Texas
$61.5M +$57.8M 7 0.1% Increased
332
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$59.8M -$13.8M 3 0.41% Reduced
333
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$59.3M +$7.03M 7 0.15% Increased
334
Gabelli Funds
Gabelli Funds
New York
$59.3M +$397K 11 0.46% Increased
335
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$58.9M -$54.7M 12 0.89% Reduced
336
Huntington National Bank
Huntington National Bank
Ohio
$58M +$875K 14 0.62% Increased
337
NPIC
Neumeier Poma Investment Counsel
California
$58M +$1.73M 1 4.53% Increased
338
AAM
AMI Asset Management
California
$57.7M +$14.8M 1 3.66% Increased
339
Kestra Advisory Services
Kestra Advisory Services
Texas
$57.6M +$16.2M 12 0.59% Increased
340
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$57.1M +$389K 1 2.05% Increased
341
JVBC
J.V. Bruni & Co
Colorado
$57M -$22.5K 3 8.56% Reduced
342
Leonteq Securities AG
Leonteq Securities AG
Switzerland
$56.3M +$49.6M 11 2.12% Increased
343
CMG
Cavalry Management Group
California
$55.8M +$25.2M 1 5.21% Increased
344
SAM
Securian Asset Management
Minnesota
$55.8M -$232K 8 1.34% Reduced
345
Braun Stacey Associates
Braun Stacey Associates
New York
$55.4M -$530K 4 3.16% Reduced
346
GAMCO Investors
GAMCO Investors
Connecticut
$55.3M -$1.66M 7 0.61% Reduced
347
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$55.3M +$2.92M 16 0.27% Increased
348
ALPS Advisors
ALPS Advisors
Colorado
$55.2M +$740K 6 0.54% Increased
349
UBV
United Bank (Virginia)
Virginia
$54.6M -$225K 1 8.18% Reduced
350
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$54.4M +$3.04M 2 2.58% Increased