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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
Harvest Portfolios Group
Harvest Portfolios Group
Ontario, Canada
$225M +$62.2M 7 4.14% Increased
327
Weiss Asset Management
Weiss Asset Management
Massachusetts
$224M +$153M 5 2.59% Increased
328
Kestra Advisory Services
Kestra Advisory Services
Texas
$223M +$11.3M 17 1.02% Increased
329
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$219M -$14.7M 5 2.91% Reduced
330
MFS
Mirabella Financial Services
United Kingdom
$218M +$10.1M 3 18.89% Increased
331
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$217M +$41.8M 7 0.68% Increased
332
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$216M -$14.6M 3 2.03% Reduced
333
Jones Financial Companies
Jones Financial Companies
Missouri
$215M +$31M 26 0.15% Increased
334
Great Lakes Advisors
Great Lakes Advisors
Illinois
$214M -$40.4M 10 1.79% Reduced
335
Yousif Capital Management
Yousif Capital Management
Michigan
$214M -$9.97M 16 2.29% Reduced
336
Banco Santander
Banco Santander
Spain
$214M +$60.1M 4 1.9% Increased
337
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$214M -$6.75M 20 2.18% Reduced
338
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$213M -$6.47M 16 1.62% Reduced
339
Mutual of America Capital Management
Mutual of America Capital Management
New York
$213M -$10M 15 2.25% Reduced
340
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$213M -$3.65M 6 1.92% Reduced
341
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
$209M +$20.4M 5 3.18% Increased
342
Mirova US
Mirova US
Massachusetts
$209M +$61.9M 1 2.11% Increased
343
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$209M +$36.3M 2 4.33% Increased
344
QRG Capital Management
QRG Capital Management
Illinois
$208M -$74.5M 9 2.52% Reduced
345
Mediolanum International Funds
Mediolanum International Funds
Ireland
$206M +$21.1M 5 2.16% Increased
346
EC
Elequin Capital
New York
$204M +$151M 2 11.08% Increased
347
Gabelli Funds
Gabelli Funds
New York
$203M +$11M 14 1.38% Increased
348
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$202M +$37.7M 15 2.63% Increased
349
CET
Clean Energy Transition
United Kingdom
$201M -$82.3M 3 14.77% Reduced
350
Eventide Asset Management
Eventide Asset Management
Massachusetts
$200M -$3.74M 3 3.3% Reduced