← 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
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$73.2M +$8.06M 6 0.16% Increased
352
Phoenix Financial
Phoenix Financial
Israel
$72.9M +$56.8M 3 1.23% Increased
353
Trillium Asset Management
Trillium Asset Management
Massachusetts
$72.7M -$2.47M 3 1.93% Reduced
354
FFL
Future Fund LLC
Illinois
$72.2M -$11.7M 2 83.55% Reduced
355
Scout Investments
Scout Investments
Missouri
$71.7M -$68.9M 2 1.15% Reduced
356
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$71.5M +$12M 2 2.18% Increased
357
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$70.2M +$15.2M 13 0.89% Increased
358
Gabelli Funds
Gabelli Funds
New York
$69.3M -$2.97M 11 0.46% Reduced
359
Tidal Investments
Tidal Investments
Wisconsin
$68.9M +$5.8M 6 2.05% Increased
360
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$68.6M +$6.4M 2 2.73% Increased
361
Braun Stacey Associates
Braun Stacey Associates
New York
$68M +$37.8M 4 2.82% Increased
362
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$67.4M +$4.58M 25 0.44% Increased
363
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$67.3M +$3.13M 3 1.43% Increased
364
Wealthfront Advisers
Wealthfront Advisers
California
$66.5M +$2.69M 5 0.29% Increased
365
UMB Bank
UMB Bank
Missouri
$66.3M +$2M 9 0.88% Increased
366
RCW
Rheos Capital Works
Japan
$66.1M +$3.33M 4 3.18% Increased
367
Zacks Investment Management
Zacks Investment Management
Illinois
$65.7M +$1.48M 6 0.91% Increased
368
Point72 Asset Management
Point72 Asset Management
Connecticut
$65.6M +$18.4K 9 0.26% Increased
369
Achmea Investment Management
Achmea Investment Management
Netherlands
$65.3M +$52.7M 1 1.7% Increased
370
Pendal Group
Pendal Group
Australia
$65.3M +$48.2M 2 0.54% Increased
371
MAM
Mark Asset Management
New York
$64.5M -$2.71M 1 9.48% Reduced
372
Kestra Advisory Services
Kestra Advisory Services
Texas
$64.4M +$5.35M 8 0.67% Increased
373
GAMCO Investors
GAMCO Investors
Connecticut
$64.3M +$6.25M 7 0.58% Increased
374
CIP
Champlain Investment Partners
Vermont
$63.4M -$3.25M 1 0.33% Reduced
375
JVBC
J.V. Bruni & Co
Colorado
$63.1M +$465K 3 7.93% Increased