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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
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$109M -$1.86M 14 2% Reduced
352
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$108M -$216K 1 0.95% Reduced
353
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$108M +$26M 3 1.47% Increased
354
Prudential plc
Prudential plc
United Kingdom
$108M +$13.7M 6 0.54% Increased
355
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$108M +$41.8M 4 0.29% Increased
356
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$108M +$15.5M 15 1.73% Increased
357
Quantinno Capital Management
Quantinno Capital Management
New York
$108M +$25M 10 1.4% Increased
358
Alpha Cubed Investments
Alpha Cubed Investments
California
$107M +$2.63M 3 4.77% Increased
359
INTECH Investment Management
INTECH Investment Management
Florida
$106M -$19.5M 17 1.19% Reduced
360
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$106M +$9.75M 19 0.09% Increased
361
WAM
WT Asset Management
Hong Kong
$106M +$14.5M 3 20.78% Increased
362
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$106M +$405K 13 0.86% Increased
363
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$106M +$73.5M 9 0.34% Increased
364
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$105M +$1.64M 3 1.43% Increased
365
CIP
Champlain Investment Partners
Vermont
$105M -$12.2M 1 0.63% Reduced
366
Third Point
Third Point
New York
$105M +$91.2M 1 1.41% New
367
Lido Advisors
Lido Advisors
California
$104M +$11.9M 6 0.52% Increased
368
CloudAlpha Capital Management
CloudAlpha Capital Management
Hong Kong
$103M -$24.9M 1 6.04% Reduced
369
LBP AM
LBP AM
France
$101M +$37.2M 3 1.53% Increased
370
JLBC
J.L. Bainbridge & Co
Florida
$101M -$327K 4 9.71% Reduced
371
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$99.3M -$176K 5 0.6% Reduced
372
Homestead Advisers
Homestead Advisers
Virginia
$99.1M -$153K 1 2.36% Reduced
373
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
$98.7M +$13.5M 5 2.2% Increased
374
LA
Legacy Advisors
Pennsylvania
$97.2M -$26.5M 4 10.52% Reduced
375
HM Payson & Co
HM Payson & Co
Maine
$96.7M +$56.3M 9 1.66% Increased