← 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
351
Soros Fund Management
Soros Fund Management
New York
$17.2M +$14.5M 2 0.13% Increased
352
Donaldson Capital Management
Donaldson Capital Management
Indiana
$17.2M +$1.11M 1 2.75% Increased
353
Driehaus Capital Management
Driehaus Capital Management
Illinois
$16.7M -$3.12M 5 0.54% Reduced
354
Robeco Schweiz
Robeco Schweiz
Switzerland
$16.6M -$6.98M 3 1.35% Reduced
355
National Rural Electric Cooperative Association
National Rural Electric Cooperative Association
Virginia
$16.4M $0 1 0.3% Maintained
356
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$15.8M $0 1 1.06% Maintained
357
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$15.7M +$2.58M 1 2.81% Increased
358
CCM
Cadence Capital Management
Massachusetts
$15.6M -$4.9M 3 0.75% Reduced
359
Balyasny Asset Management
Balyasny Asset Management
Illinois
$15.6M +$314K 1 0.18% Increased
360
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$15.5M +$11.2M 9 0.06% Increased
361
Asset Management One
Asset Management One
Japan
$15.5M -$295K 6 0.23% Reduced
362
TSU
TD Securities (USA)
New York
$15.5M +$955K 2 0.25% Increased
363
Palisade Capital Management
Palisade Capital Management
New Jersey
$15.5M -$2.21M 2 0.37% Reduced
364
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$15.4M +$1.33M 7 0.14% Increased
365
WIM
Wilen Investment Management
Florida
$15.1M -$1.2M 2 8.87% Reduced
366
HJMC
Hellman Jordan Management Company
Massachusetts
$15.1M -$1.48M 2 3.03% Reduced
367
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$15.1M +$1.45M 3 0.43% Increased
368
MP
Makaira Partners
California
$15.1M -$89.1K 1 2.5% Reduced
369
Hood River Capital Management
Hood River Capital Management
Florida
$15.1M -$9.48M 1 2.02% Reduced
370
RHJA
Rice Hall James & Associates
California
$15M +$2.41M 1 1.01% Increased
371
Meyer Handelman Company
Meyer Handelman Company
New York
$15M +$92.4K 2 0.69% Increased
372
NPIC
Neumeier Poma Investment Counsel
California
$15M +$1.91M 1 3.57% Increased
373
HA
Halsey Associates
Connecticut
$14.9M -$8.89M 2 3.28% Reduced
374
Eastern Bank
Eastern Bank
Massachusetts
$14.9M +$196K 1 1.21% Increased
375
Group One Trading
Group One Trading
Illinois
$14.8M -$545K 8 0.23% Reduced