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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
Marsico Capital Management
Marsico Capital Management
Colorado
$245M -$106M 1 7.21% Reduced
327
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$245M +$6.61M 17 2.41% Increased
328
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$245M -$5.36M 2 2.51% Reduced
329
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$245M -$62.5M 7 1.51% Reduced
330
QRG Capital Management
QRG Capital Management
Illinois
$244M +$42M 12 2.52% Increased
331
Sanctuary Advisors
Sanctuary Advisors
Indiana
$242M +$3.85M 19 1.31% Increased
332
NAH
Neumann Advisory (HK)
Hong Kong
$242M $0 1 76.09% Maintained
333
Capital International Sarl
Capital International Sarl
California
$241M +$12.9M 2 3.95% Increased
334
Nomura Holdings
Nomura Holdings
Japan
$241M -$259M 9 0.64% Reduced
335
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$240M +$5.7M 4 1.4% Increased
336
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$239M -$64.2M 5 1.41% Reduced
337
Renaissance Technologies
Renaissance Technologies
New York
$239M -$709M 19 0.37% Reduced
338
Guinness Asset Management
Guinness Asset Management
United Kingdom
$239M -$12.6M 4 4.12% Reduced
339
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$238M +$90.7M 6 1.3% Increased
340
Algert Global
Algert Global
California
$236M +$3.83M 17 3.55% Increased
341
UniSuper Management
UniSuper Management
Australia
$235M -$90.4M 6 1.54% Reduced
342
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$235M +$2.82M 15 1.31% Increased
343
Wealthfront Advisers
Wealthfront Advisers
California
$234M +$10.4M 9 0.51% Increased
344
Gabelli Funds
Gabelli Funds
New York
$233M -$14.7M 14 1.57% Reduced
345
Trexquant Investment
Trexquant Investment
Connecticut
$231M +$8.37M 14 1.66% Increased
346
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$230M +$10.9M 25 0.83% Increased
347
Vident Advisory
Vident Advisory
Georgia
$228M +$140M 16 1.94% Increased
348
Harvest Portfolios Group
Harvest Portfolios Group
Ontario, Canada
$227M +$24.2M 7 3.75% Increased
349
Eventide Asset Management
Eventide Asset Management
Massachusetts
$226M -$40.9M 3 3.74% Reduced
350
Quadrature Capital
Quadrature Capital
United Kingdom
$225M -$160M 8 2.68% Reduced