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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
351
Advisory Services Network
Advisory Services Network
Georgia
$280M -$4.51M 17 3.17% Reduced
352
Wealthfront Advisers
Wealthfront Advisers
California
$278M +$2.2M 12 0.53% Increased
353
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$274M -$9.43M 6 1.71% Reduced
354
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$274M -$124M 11 1.21% Reduced
355
NAH
Neumann Advisory (HK)
Hong Kong
$273M $0 1 76.8% Maintained
356
Harvest Portfolios Group
Harvest Portfolios Group
Ontario, Canada
$273M +$14.1M 7 3.85% Increased
357
CGH
Contrarius Group Holdings
Bermuda
$271M +$33.4M 1 12.47% Increased
358
Guinness Asset Management
Guinness Asset Management
United Kingdom
$268M -$12.8M 4 4.54% Reduced
359
&Partners
&Partners
Tennessee
$267M +$26.7M 17 1.1% Increased
360
Algert Global
Algert Global
California
$267M -$32.2M 20 3.16% Reduced
361
TSW
Three Seasons Wealth
Utah
$266M +$250M 4 24.2% Increased
362
HFF
Halter Ferguson Financial
Indiana
$265M +$19.4M 1 42.86% Increased
363
AMF Tjänstepension
AMF Tjänstepension
Sweden
$263M $0 2 1.56% Maintained
364
Oppenheimer & Co
Oppenheimer & Co
New York
$262M +$9.75M 18 2.8% Increased
365
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$262M +$9.48M 15 1.56% Increased
366
AssetMark Inc
AssetMark Inc
California
$261M +$15.2M 21 0.45% Increased
367
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$261M -$91.2M 4 5.35% Reduced
368
Cable Car Capital
Cable Car Capital
California
$260M +$244M 3 5.56% New
369
Boston Trust Walden
Boston Trust Walden
Massachusetts
$260M +$2.86M 5 1.98% Increased
370
Clear Street
Clear Street
New York
$259M +$52.5M 5 0.66% Increased
371
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$258M -$8.1M 6 0.93% Reduced
372
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$257M -$21.9M 3 1.36% Reduced
373
OFI Invest Asset Management
OFI Invest Asset Management
France
$255M -$36.5M 4 2.55% Reduced
374
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$250M +$5.97M 4 2.35% Increased
375
New York Life Investment Management
New York Life Investment Management
New York
$250M -$127K 8 1.74% Reduced