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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
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$17.7M -$1.26M 4 0.39% Reduced
352
Highbridge Capital Management
Highbridge Capital Management
New York
$17.6M +$4.48M 3 0.42% Increased
353
CBT
Capital Bank & Trust
California
$17.6M -$37.6M 4 0.22% Reduced
354
GD
Grandfield & Dodd
New York
$17.5M +$286K 2 1.81% Increased
355
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$17.5M +$1.21M 4 0.13% Increased
356
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$17.5M +$124K 6 0.24% Increased
357
SGCIA
Smith Graham & Co Investment Advisors
Texas
$17.4M -$475K 2 1.65% Reduced
358
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$17.3M +$125K 2 0.28% Increased
359
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$17.1M +$175K 4 0.96% Increased
360
PC
Pier Capital
Connecticut
$17.1M +$3.79M 2 2.16% Increased
361
JIR
James Investment Research
Ohio
$16.9M -$1.56M 5 0.69% Reduced
362
Whittier Trust
Whittier Trust
California
$16.9M -$1.97M 5 0.53% Reduced
363
Credit Agricole
Credit Agricole
France
$16.8M +$4.99M 6 0.8% Increased
364
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$16.7M +$5.19M 14 0.28% Increased
365
DA
Denali Advisors
California
$16.5M -$1.99M 3 2.43% Reduced
366
Alpha Cubed Investments
Alpha Cubed Investments
California
$16.5M -$118K 1 1.92% Reduced
367
GH
GAM Holding
Switzerland
$16.5M +$372K 4 0.6% Increased
368
CTI
Community Trust & Investment
Kentucky
$16.4M +$2.76M 1 1.89% Increased
369
NIM
NXG Investment Management
Texas
$16.4M +$848K 2 0.48% Increased
370
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$16.4M +$1.55M 5 0.22% Increased
371
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$16.4M +$2.87M 21 0.14% Increased
372
MPIA
Mountain Pacific Investment Advisers
Idaho
$16.3M +$7.54M 3 1.53% Increased
373
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$16.3M -$172K 2 0.91% Reduced
374
UBS O'Connor
UBS O'Connor
Illinois
$16.3M +$19.2M 1 0.37% New
375
PineBridge Investments
PineBridge Investments
New York
$16.2M +$11.9M 4 0.31% Increased