← 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
Private Advisor Group
Private Advisor Group
New Jersey
$56.9M +$3.67M 11 0.54% Increased
352
Heard Capital LLC
Heard Capital LLC
Illinois
$56.8M +$6.9M 1 4.68% Increased
353
Marsico Capital Management
Marsico Capital Management
Colorado
$56.6M +$47.6M 1 2.65% New
354
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$56.4M +$3.84M 1 0.77% Increased
355
TCW Group
TCW Group
California
$56.2M +$8.83M 4 0.72% Increased
356
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$55.4M +$300K 11 1.23% Increased
357
MML Investors Services
MML Investors Services
Massachusetts
$55M -$4.78M 8 0.39% Reduced
358
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$54.9M +$6.18M 3 1.87% Increased
359
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$54.8M +$726K 4 0.99% Increased
360
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$53.8M +$1.58M 11 1.27% Increased
361
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$53.4M -$6.36M 5 1.14% Reduced
362
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$53.2M +$3.79M 2 0.35% Increased
363
Erste Asset Management
Erste Asset Management
Austria
$52.9M +$3.52M 7 1.01% Increased
364
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
$52.8M -$5.1M 1 2.19% Reduced
365
Exencial Wealth Advisors
Exencial Wealth Advisors
Oklahoma
$52.2M -$5.85M 3 2.7% Reduced
366
Capital International Sarl
Capital International Sarl
California
$52M +$231K 1 2.63% Increased
367
Pzena Investment Management
Pzena Investment Management
New York
$51.9M -$30.7M 1 0.22% Reduced
368
OPFM
Optimus Prime Fund Management
Cayman Islands
$51.9M -$17.5M 1 7.22% Reduced
369
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$51.5M +$1.3M 3 1.63% Increased
370
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$51.4M +$596K 3 1.89% Increased
371
IAMH
IvyRock Asset Management (HK)
Hong Kong
$51.4M -$18.5M 1 26.28% Reduced
372
Wealthfront Advisers
Wealthfront Advisers
California
$51.3M +$22.6M 5 0.23% Increased
373
Castleark Management
Castleark Management
Illinois
$51.2M +$2.49M 5 2.52% Increased
374
CAM
ClariVest Asset Management
California
$51.1M -$41K 6 2.28% Reduced
375
Atria Wealth Solutions
Atria Wealth Solutions
New York
$51M +$5.75M 7 0.76% Increased