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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
IAM
Impax Asset Management
New Hampshire
$14M +$5.56M 1 0.8% Increased
352
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$13.9M +$3.66M 3 0.72% Increased
353
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$13.9M +$404K 10 0.31% Increased
354
DCM
Dupont Capital Management
Delaware
$13.9M -$1.84M 3 0.31% Reduced
355
MCM
McRae Capital Management
New Jersey
$13.8M +$43.8K 2 6.11% Increased
356
WBC
Westpac Banking Corp
Australia
$13.8M +$6.98M 4 0.13% Increased
357
EverPoint Asset Management
EverPoint Asset Management
Connecticut
$13.8M -$1.63M 1 0.26% Reduced
358
Utah Retirement Systems
Utah Retirement Systems
Utah
$13.7M +$339K 6 0.35% Increased
359
BCM
Barometer Capital Management
Ontario, Canada
$13.7M +$78.7K 1 1.54% Increased
360
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$13.7M -$11.7M 5 0.12% Reduced
361
ProShare Advisors
ProShare Advisors
Maryland
$13.6M +$2.35M 8 0.15% Increased
362
NIP
Nicholas Investment Partners
California
$13.4M +$2.48M 1 1.02% Increased
363
RIM
Rainier Investment Management
Washington
$13.4M +$2.27M 1 1.31% Increased
364
HA
Halsey Associates
Connecticut
$13.4M -$470K 1 2.98% Reduced
365
Robeco Schweiz
Robeco Schweiz
Switzerland
$13M -$11.9M 2 1.19% Reduced
366
OAM
Oxford Asset Management
United Kingdom
$13M -$6.26M 3 0.46% Reduced
367
Los Angeles Capital Management
Los Angeles Capital Management
California
$12.8M +$5.2M 1 0.1% Increased
368
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$12.8M -$461K 7 0.16% Reduced
369
DZ Bank
DZ Bank
Germany
$12.8M +$12.2M 7 0.06% New
370
GAI
General American Investors
New York
$12.7M $0 1 1.28% Maintained
371
MCM
Marathon Capital Management
Maryland
$12.7M +$349K 2 6.04% Increased
372
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$12.7M -$2.91M 2 0.03% Reduced
373
Meyer Handelman Company
Meyer Handelman Company
New York
$12.7M $0 2 0.56% Maintained
374
Capital International Sarl
Capital International Sarl
California
$12.5M -$171K 1 1.15% Reduced
375
NCGI
Next Century Growth Investors
Minnesota
$12.5M +$11.7M 2 0.77% New