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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
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$69.1M +$1.24M 3 2.13% Increased
352
JLBC
J.L. Bainbridge & Co
Florida
$68.7M +$10.4M 4 9.21% Increased
353
Capital International
Capital International
California
$68.5M -$3.43M 1 3.94% Reduced
354
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$68.4M -$10.7M 6 0.41% Reduced
355
Capital International Sarl
Capital International Sarl
California
$68.4M +$2.06M 1 3.13% Increased
356
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$68.3M +$16.5M 18 1.05% Increased
357
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$67.9M +$120K 12 1.56% Increased
358
SoftBank Group
SoftBank Group
Japan
$67.6M $0 1 0.74% Maintained
359
GAMCO Investors
GAMCO Investors
Connecticut
$66.9M +$3.68M 7 0.77% Increased
360
Axiom Investors
Axiom Investors
Connecticut
$66.4M -$8.02M 2 0.96% Reduced
361
BCM
Bornite Capital Management
New York
$66.4M +$27.5M 3 20.03% Increased
362
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$65.7M +$18.1M 2 1.95% Increased
363
TC
TwinBeech Capital
New York
$65.4M +$70.2M 7 1.26% Increased
364
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$65.1M +$8.23M 9 1.95% Increased
365
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
$65.1M +$33.2M 3 3.34% Increased
366
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$65.1M +$10.4M 1 1% Increased
367
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$64.8M +$1.65M 3 2.25% Increased
368
WI
Wafra Inc
New York
$64.8M +$25.9M 2 2.16% Increased
369
Quilter Plc
Quilter Plc
United Kingdom
$64.5M -$84.3K 1 0.25% Reduced
370
Atria Wealth Solutions
Atria Wealth Solutions
New York
$63.7M +$1.2M 10 0.89% Increased
371
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
$63.5M +$6.99M 2 2.5% Increased
372
LSV Asset Management
LSV Asset Management
Illinois
$62.2M -$1.38M 4 0.14% Reduced
373
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$62.1M +$36.7M 2 2.09% Increased
374
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$61.9M -$14.6M 2 1.73% Reduced
375
Congress Wealth Management
Congress Wealth Management
Massachusetts
$61.8M +$12.9M 6 1.28% Increased