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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
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$86.3M +$14.3M 19 1.17% Increased
327
Tidal Investments
Tidal Investments
Wisconsin
$86.1M +$1.12M 16 2% Increased
328
Walleye Trading
Walleye Trading
New York
$85.9M +$63.2M 10 0.18% Increased
329
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$85.8M -$1.3M 15 0.69% Reduced
330
Hood River Capital Management
Hood River Capital Management
Florida
$85.7M +$40.1M 1 2.36% Increased
331
JLBC
J.L. Bainbridge & Co
Florida
$85.5M +$5.61M 4 10.46% Increased
332
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$85.5M -$17M 7 0.18% Reduced
333
KeyBank National Association
KeyBank National Association
Ohio
$85.4M -$1.36M 6 0.38% Reduced
334
Homestead Advisers
Homestead Advisers
Virginia
$85M -$1.01M 2 2.17% Reduced
335
ING Group
ING Group
Netherlands
$83.6M +$59.1M 5 0.67% Increased
336
Tredje AP-fonden
Tredje AP-fonden
Sweden
$83.4M -$32.6M 4 1.04% Reduced
337
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$82.8M -$428K 13 1.46% Reduced
338
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$82.5M +$1.87M 5 1.82% Increased
339
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
$81.7M +$17.6M 4 2% Increased
340
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$81.4M +$52.5M 3 3.38% Increased
341
UMB Bank
UMB Bank
Missouri
$80.8M -$3.13M 9 1.18% Reduced
342
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$80.8M -$22.3M 4 0.56% Reduced
343
Quadrature Capital
Quadrature Capital
United Kingdom
$80.8M -$21.6M 14 1.46% Reduced
344
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$80.5M -$1.06M 2 0.25% Reduced
345
AE Wealth Management
AE Wealth Management
Kansas
$79.8M +$19.1M 8 0.41% Increased
346
River Road Asset Management
River Road Asset Management
Kentucky
$79.4M +$68.4M 1 1.1% New
347
Zacks Investment Management
Zacks Investment Management
Illinois
$78.7M -$2.71M 6 0.97% Reduced
348
SCA
Southpoint Capital Advisors
New York
$78.1M -$7.83M 3 1.68% Reduced
349
Nomura Holdings
Nomura Holdings
Japan
$77.9M +$41.8M 6 0.21% Increased
350
Encompass Capital Advisors
Encompass Capital Advisors
New York
$77.1M +$30.3M 2 4.51% Increased