← 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
Shelton Capital Management
Shelton Capital Management
Colorado
$76.7M +$16M 7 2.43% Increased
352
Capital International Sarl
Capital International Sarl
California
$75.8M +$7.57M 1 2.84% Increased
353
Wealthfront Advisers
Wealthfront Advisers
California
$75.2M +$340K 5 0.29% Increased
354
NewEdge Advisors
NewEdge Advisors
Louisiana
$75.1M +$4.15M 21 0.71% Increased
355
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$74.2M +$14.3M 8 0.35% Increased
356
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$74.2M -$6.46M 4 2.09% Reduced
357
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$73.1M +$2.96M 3 1.96% Increased
358
Lido Advisors
Lido Advisors
California
$72.5M -$1.55M 5 0.49% Reduced
359
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$72M +$56.6M 1 1.41% Increased
360
NC
Nightview Capital
Texas
$71.1M -$1.73M 1 46.92% Reduced
361
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$70.2M -$2.97M 1 0.95% Reduced
362
CI Investments Inc
CI Investments Inc
Ontario, Canada
$70.1M -$48.4M 9 0.36% Reduced
363
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$69.9M +$588K 12 1.44% Increased
364
Private Advisor Group
Private Advisor Group
New Jersey
$69.2M +$7.34M 11 0.54% Increased
365
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$69.1M +$25.9M 1 0.43% Increased
366
Capital International
Capital International
California
$68.6M +$509K 1 3.52% Increased
367
Two Sigma Investments
Two Sigma Investments
New York
$68.5M -$215M 20 0.16% Reduced
368
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$68.4M +$3.43M 2 0.96% Increased
369
Davis Selected Advisers
Davis Selected Advisers
Arizona
$67.6M +$7.87M 2 0.38% Increased
370
HFF
Halter Ferguson Financial
Indiana
$67.2M +$64.3M 1 42.9% New
371
Alpha Cubed Investments
Alpha Cubed Investments
California
$66.8M +$19M 3 3.74% Increased
372
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$66.6M +$808K 4 2.08% Increased
373
GAMCO Investors
GAMCO Investors
Connecticut
$66.5M -$3.75M 7 0.71% Reduced
374
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$65.6M -$4.6M 1 1.91% Reduced
375
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$65.6M -$1.21M 11 1.68% Reduced