← All themes

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
William Blair & Company
William Blair & Company
Illinois
$89.4M -$6.81M 10 0.28% Reduced
327
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$88.7M -$142K 2 2.05% Reduced
328
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$88M +$28.3M 11 0.66% Increased
329
TCW Group
TCW Group
California
$87.9M -$4.04M 4 0.89% Reduced
330
CloudAlpha Capital Management
CloudAlpha Capital Management
Hong Kong
$87.8M +$18.1M 2 10.47% Increased
331
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$86.4M +$1.88M 3 2.97% Increased
332
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$85M +$23.6M 11 0.37% Increased
333
VCP
Varenne Capital Partners
France
$84.8M +$74.2M 1 13.3% New
334
WC
Wexford Capital
Florida
$84.8M +$4.58M 3 17.31% Increased
335
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$83.5M +$50.6M 8 0.08% Increased
336
MML Investors Services
MML Investors Services
Massachusetts
$81.5M +$1.48M 11 0.34% Increased
337
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$81.1M -$10M 12 0.52% Reduced
338
Cresset Asset Management
Cresset Asset Management
Illinois
$80.9M +$3.73M 12 0.39% Increased
339
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$80.5M +$15.6M 1 0.6% Increased
340
SCM
Steadfast Capital Management
New York
$80.2M +$78.6M 1 1.81% New
341
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$80.1M +$3.19M 4 1% Increased
342
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$79.9M -$1.68M 13 1.56% Reduced
343
Nomura Holdings
Nomura Holdings
Japan
$79.9M +$21.2M 7 0.2% Increased
344
Verition Fund Management
Verition Fund Management
Connecticut
$79.6M +$17.2M 14 0.55% Increased
345
AAM
AMI Asset Management
California
$79.6M +$569K 1 4.07% Increased
346
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$79.5M +$25.6M 3 0.98% Increased
347
First Financial Bankshares
First Financial Bankshares
Texas
$79.3M -$1.55M 2 1.79% Reduced
348
ING Group
ING Group
Netherlands
$79M -$18.1M 5 0.54% Reduced
349
Guinness Asset Management
Guinness Asset Management
United Kingdom
$79M -$22.6M 3 1.64% Reduced
350
Danica Pension Livsforsikrings
Danica Pension Livsforsikrings
$78.1M +$68.3M 2 1.74% New