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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
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$80.8M -$3.32M 5 0.21% Reduced
327
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$80M -$9.06M 4 2.26% Reduced
328
Energy Income Partners
Energy Income Partners
Connecticut
$79.9M -$43.9M 1 1.82% Reduced
329
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$79.2M +$5.05M 4 1.22% Increased
330
SCA
Southpoint Capital Advisors
New York
$78.8M -$18.6M 3 1.76% Reduced
331
KeyBank National Association
KeyBank National Association
Ohio
$78.8M +$373K 5 0.38% Increased
332
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$78.8M +$7.01M 13 0.1% Increased
333
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$78.8M -$536K 3 1.95% Reduced
334
UMB Bank
UMB Bank
Missouri
$77.8M -$14.1M 10 1.25% Reduced
335
AIM
Anatole Investment Management
Hong Kong
$77.6M +$79.7M 1 13.1% New
336
Homestead Advisers
Homestead Advisers
Virginia
$76.5M +$1.14M 2 2.12% Increased
337
Belvedere Trading
Belvedere Trading
Illinois
$75.8M +$75.4M 4 0.12% Increased
338
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$75.6M +$76.9M 2 0.24% New
339
SIS
Strategic Investment Solutions
Illinois
$74.7M +$73.7M 3 0.92% Increased
340
TCW Group
TCW Group
California
$74.5M +$6.24M 4 0.94% Increased
341
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$73.8M $0 1 0.97% Maintained
342
Wealthfront Advisers
Wealthfront Advisers
California
$73.5M +$8.8M 5 0.32% Increased
343
NC
Nightview Capital
Texas
$73.4M -$1.62M 1 35.46% Reduced
344
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$73.3M +$8.21M 2 0.05% Increased
345
Lido Advisors
Lido Advisors
California
$73.2M +$11.1M 5 0.56% Increased
346
NewEdge Advisors
NewEdge Advisors
Louisiana
$73.2M +$12.8M 20 0.8% Increased
347
SG Americas Securities
SG Americas Securities
New York
$73.1M +$10.6M 23 0.84% Increased
348
Acadian Asset Management
Acadian Asset Management
Massachusetts
$72.6M -$27M 9 0.3% Reduced
349
SCGE Management
SCGE Management
California
$72.6M $0 1 1.89% Maintained
350
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$69.5M +$3.84M 1 2.26% Increased