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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
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$74.3M +$1.89M 6 0.49% Increased
327
D1 Capital Partners
D1 Capital Partners
New York
$73.6M -$71.5M 1 1.34% Reduced
328
FCI
Financial Counselors Inc
Kansas
$71.7M +$1.44M 2 1.77% Increased
329
HA
HHLR Advisors
Cayman Islands
$71.5M +$2.13M 1 1.88% Increased
330
KeyBank National Association
KeyBank National Association
Ohio
$71.5M +$274K 6 0.37% Increased
331
SC
Shellback Capital
Massachusetts
$71.4M +$20.5M 4 10.33% Increased
332
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$71.2M +$6.83M 15 0.37% Increased
333
Driehaus Capital Management
Driehaus Capital Management
Illinois
$70.7M +$41.8M 3 1.07% Increased
334
Pendal Group
Pendal Group
Australia
$70.5M +$5.04M 2 0.69% Increased
335
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$69.8M +$1.76M 12 0.99% Increased
336
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$69.1M +$31.3M 2 0.53% Increased
337
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$69M -$9.7M 6 0.19% Reduced
338
SAM
Securian Asset Management
Minnesota
$68.5M +$3.7M 8 2.04% Increased
339
AE Wealth Management
AE Wealth Management
Kansas
$68.2M -$16.5M 9 0.54% Reduced
340
Huntington National Bank
Huntington National Bank
Ohio
$67.7M -$68.9K 14 0.77% Reduced
341
UBV
United Bank (Virginia)
Virginia
$67.4M -$710K 1 10.37% Reduced
342
MML Investors Services
MML Investors Services
Massachusetts
$66.7M +$4.06M 9 0.51% Increased
343
CAM
ClariVest Asset Management
California
$66.3M +$4.62M 5 3.2% Increased
344
Quadrature Capital
Quadrature Capital
United Kingdom
$66.3M +$62.4M 8 2.14% Increased
345
Simplex Trading
Simplex Trading
Illinois
$65.8M +$15.3M 19 0.07% Increased
346
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$65.5M -$781K 3 4.62% Reduced
347
Renaissance Technologies
Renaissance Technologies
New York
$65.3M -$714M 19 0.09% Reduced
348
Exencial Wealth Advisors
Exencial Wealth Advisors
Oklahoma
$65.1M +$9.69M 3 3.94% Increased
349
GAMCO Investors
GAMCO Investors
Connecticut
$64.6M +$252K 7 0.76% Increased
350
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$62.7M +$3.24M 4 0.97% Increased