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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
Simplex Trading
Simplex Trading
Illinois
$48.7M +$18.1M 20 0.05% Increased
352
Woodline Partners
Woodline Partners
California
$48.6M -$6.08M 3 0.65% Reduced
353
Heard Capital LLC
Heard Capital LLC
Illinois
$48.6M +$10.4M 1 5.17% Increased
354
Czech National Bank
Czech National Bank
Czech Republic
$48.4M +$1.01M 3 1.29% Increased
355
Kestra Advisory Services
Kestra Advisory Services
Texas
$48.1M +$8.92M 11 0.43% Increased
356
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$48.1M +$5.04M 12 0.62% Increased
357
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$47.6M -$28.6K 1 2.04% Reduced
358
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$47.4M +$233K 5 0.79% Increased
359
Whittier Trust
Whittier Trust
California
$47.1M +$10.9M 12 0.92% Increased
360
Cetera Advisor Networks
Cetera Advisor Networks
California
$46.7M +$8.32M 12 0.38% Increased
361
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
$46.7M +$3.79M 2 2.43% Increased
362
GIP
Granite Investment Partners
California
$46.6M +$18.8M 4 1.94% Increased
363
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$46.3M -$81.8M 9 0.67% Reduced
364
Verition Fund Management
Verition Fund Management
Connecticut
$46.2M -$33.4M 8 0.72% Reduced
365
CLC
Charles-Lim Capital
Hong Kong
$46.2M +$71M 1 6.89% New
366
WBC
Westpac Banking Corp
Australia
$46.1M -$7.74M 5 0.68% Reduced
367
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$46M +$2.1M 4 0.15% Increased
368
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$45.7M +$19.7M 2 0.59% Increased
369
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$45.4M -$59.1K 1 0.82% Reduced
370
Exencial Wealth Advisors
Exencial Wealth Advisors
Oklahoma
$45M +$1.06M 3 2.42% Increased
371
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$44.9M +$23.6M 11 0.89% Increased
372
Kennedy Capital Management
Kennedy Capital Management
Missouri
$44.6M +$9.68M 6 1.26% Increased
373
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$44.6M -$1.02M 4 2.95% Reduced
374
IAMH
IvyRock Asset Management (HK)
Hong Kong
$43.6M +$44.6M 1 24.39% Increased
375
WTA
Washington Trust Advisors
Massachusetts
$43.4M -$2.34M 5 4.74% Reduced