← 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
UBV
United Bank (Virginia)
Virginia
$41.5M $0 1 6.21% Maintained
352
Walleye Capital
Walleye Capital
New York
$41.1M +$27.9M 5 2.74% Increased
353
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$41M +$4.63M 1 0.9% Increased
354
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$40.8M +$30.4M 2 1.35% New
355
Twin Tree Management
Twin Tree Management
Texas
$40.6M +$6.11M 3 0.16% Increased
356
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$40.5M +$13.3M 2 0.09% Increased
357
Ancora Advisors
Ancora Advisors
Ohio
$40.3M +$922K 5 1.3% Increased
358
TCW Group
TCW Group
California
$40.1M +$4.17M 3 0.35% Increased
359
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$40M +$6.74M 15 0.73% Increased
360
Marsico Capital Management
Marsico Capital Management
Colorado
$39.8M -$14.9M 1 1.03% Reduced
361
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$39.4M +$9.9M 1 0.69% Increased
362
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$39.4M -$1.19M 2 0.57% Reduced
363
Amalgamated Bank
Amalgamated Bank
New York
$39.1M +$5.34M 9 1.48% Increased
364
MML Investors Services
MML Investors Services
Massachusetts
$38.9M +$778K 7 0.42% Increased
365
FP
Foundry Partners
Minnesota
$38.9M +$15.2M 6 1.53% Increased
366
ACL
APEIRON Capital Ltd
Hong Kong
$38.8M +$28.2M 1 18.7% New
367
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$38.7M +$18.9M 7 0.77% Increased
368
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$38.6M -$2.41M 7 0.13% Reduced
369
Kestra Advisory Services
Kestra Advisory Services
Texas
$38.5M +$11.1M 7 0.45% Increased
370
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$38M +$2.31M 2 1.08% Increased
371
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$37.9M -$5.45M 1 0.64% Reduced
372
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37.4M -$4.8M 12 0.45% Reduced
373
GW&K Investment Management
GW&K Investment Management
Massachusetts
$37.4M +$3.29M 1 0.39% Increased
374
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$37.2M -$1.59M 3 0.05% Reduced
375
Zacks Investment Management
Zacks Investment Management
Illinois
$37.1M +$4.1M 5 0.69% Increased