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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
Capital International Sarl
Capital International Sarl
California
$128M +$22.3M 4 3.28% Increased
327
MML Investors Services
MML Investors Services
Massachusetts
$128M +$5.11M 14 0.47% Increased
328
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$125M +$31.7M 3 2.69% Increased
329
UBV
United Bank (Virginia)
Virginia
$125M $0 2 14.54% Maintained
330
Natixis
Natixis
France
$124M -$85.8M 6 0.7% Reduced
331
Glenmede Trust
Glenmede Trust
Pennsylvania
$124M -$1.52M 9 0.59% Reduced
332
Fisher Asset Management
Fisher Asset Management
Washington
$122M +$5.63M 7 0.05% Increased
333
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$122M -$2.63M 3 5.7% Reduced
334
Meitav Investment House
Meitav Investment House
Israel
$120M +$70.6M 4 2.01% Increased
335
Trillium Asset Management
Trillium Asset Management
Massachusetts
$120M -$7.76M 7 2.95% Reduced
336
Lyrical Asset Management
Lyrical Asset Management
New York
$119M -$6.85M 1 1.74% Reduced
337
GCM
Gladstone Capital Management
United Kingdom
$119M +$31M 2 10.04% Increased
338
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$119M +$51.1M 1 1.01% Increased
339
Trexquant Investment
Trexquant Investment
Connecticut
$118M +$29.7M 11 1.5% Increased
340
HB Wealth Management
HB Wealth Management
Georgia
$118M +$4.54M 6 1.27% Increased
341
NewEdge Advisors
NewEdge Advisors
Louisiana
$118M +$5.92M 24 0.76% Increased
342
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$118M +$2.53M 21 0.21% Increased
343
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$116M +$3.28M 15 0.34% Increased
344
Gotham Asset Management
Gotham Asset Management
New York
$115M +$15M 15 1.19% Increased
345
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$113M -$472K 4 0.49% Reduced
346
GTS Securities
GTS Securities
Florida
$112M -$17.4M 11 0.24% Reduced
347
Scout Investments
Scout Investments
Missouri
$112M -$24.3M 4 2.93% Reduced
348
FCI
Financial Counselors Inc
Kansas
$110M +$451K 3 1.63% Increased
349
CIBC World Market
CIBC World Market
Ontario, Canada
$109M -$178M 7 0.23% Reduced
350
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$109M +$2.33M 29 0.47% Increased