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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
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$89.4M +$7.66M 13 0.8% Increased
352
Alpha Cubed Investments
Alpha Cubed Investments
California
$88.8M +$14.1M 3 4.23% Increased
353
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$88.4M +$1.66M 14 1.7% Increased
354
NewEdge Advisors
NewEdge Advisors
Louisiana
$88.3M +$14.2M 22 0.64% Increased
355
SAM
Scopus Asset Management
New York
$88M -$45.9M 6 1.77% Reduced
356
Huntington National Bank
Huntington National Bank
Ohio
$87.8M +$8.3M 21 0.68% Increased
357
Eventide Asset Management
Eventide Asset Management
Massachusetts
$87.2M +$29.6M 2 1.49% Increased
358
Gotham Asset Management
Gotham Asset Management
New York
$86.9M +$12.7M 14 1.13% Increased
359
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$86.8M +$45.7M 34 1.47% Increased
360
Whittier Trust
Whittier Trust
California
$86.6M -$7.69M 9 1.23% Reduced
361
Sanctuary Advisors
Sanctuary Advisors
Indiana
$86.4M +$88M 12 0.63% New
362
HB Wealth Management
HB Wealth Management
Georgia
$86.2M +$3.87M 7 1.01% Increased
363
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$85.1M +$47.9M 3 1.2% Increased
364
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$84.5M +$7.19M 28 0.4% Increased
365
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$84.2M +$1.94M 5 0.55% Increased
366
Danica Pension Livsforsikrings
Danica Pension Livsforsikrings
$84.1M +$5.94M 2 1.72% Increased
367
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$83.1M -$5.66M 2 0.76% Reduced
368
GF
Greenhouse Funds
Maryland
$82.8M +$13.4M 2 4.16% Increased
369
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$82.8M -$74M 6 0.16% Reduced
370
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$81.2M +$11.4M 4 0.35% Increased
371
Energy Income Partners
Energy Income Partners
Connecticut
$79.8M +$5.61M 1 1.78% Increased
372
GIP
Granite Investment Partners
California
$79.7M +$14M 5 3.3% Increased
373
Driehaus Capital Management
Driehaus Capital Management
Illinois
$78.8M -$1.31M 5 0.76% Reduced
374
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$78.1M -$10.3M 1 1.76% Reduced
375
Capital International Sarl
Capital International Sarl
California
$77.2M +$8.4M 4 2.36% Increased