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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
SAM
Scopus Asset Management
New York
$62.6M +$57.5M 5 2.32% Increased
352
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$62.5M -$29.9M 3 1.44% Reduced
353
Trillium Asset Management
Trillium Asset Management
Massachusetts
$62.2M -$6.13M 3 2.04% Reduced
354
Norinchukin Bank
Norinchukin Bank
Japan
$60.9M +$7.07M 3 1.24% Increased
355
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$60.9M +$6.34M 3 2.58% Increased
356
CloudAlpha Capital Management
CloudAlpha Capital Management
Hong Kong
$60.5M -$34.1M 1 9.97% Reduced
357
Cetera Advisor Networks
Cetera Advisor Networks
California
$60.5M +$9.78M 9 0.75% Increased
358
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$59.6M +$4.46M 4 1.36% Increased
359
Erste Asset Management
Erste Asset Management
Austria
$59.5M +$16.8M 7 1.33% Increased
360
AAM
ACK Asset Management
Connecticut
$59.2M +$16.3M 3 15.67% Increased
361
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$59.1M +$4.2M 14 0.1% Increased
362
VVP
Vulcan Value Partners
Alabama
$58.6M -$4.39M 1 0.69% Reduced
363
Kestra Advisory Services
Kestra Advisory Services
Texas
$58.3M -$8.52M 13 0.62% Reduced
364
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$58M -$2.88M 3 2.19% Reduced
365
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$57.5M -$25.2M 21 0.32% Reduced
366
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$57.5M -$2.81M 2 2.87% Reduced
367
IP
Interval Partners
New York
$57.3M -$23.6M 3 2.53% Reduced
368
Pzena Investment Management
Pzena Investment Management
New York
$57.1M -$1.33M 1 0.28% Reduced
369
UMB Bank
UMB Bank
Missouri
$57.1M +$205K 9 0.96% Increased
370
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$56.9M +$1.3M 19 1.06% Increased
371
Private Advisor Group
Private Advisor Group
New Jersey
$56.8M -$22.6M 9 0.65% Reduced
372
AAM
AMI Asset Management
California
$56.5M -$2.31M 1 4.13% Reduced
373
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$56.4M -$66.2M 2 0.92% Reduced
374
Capricorn Investment Group
Capricorn Investment Group
California
$56M $0 1 12.57% Maintained
375
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$55.3M +$10.5M 2 1.41% Increased