← 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
IMC Chicago
IMC Chicago
Illinois
$143M -$357M 7 0.07% Reduced
352
Gabelli Funds
Gabelli Funds
New York
$141M -$2.73M 13 1.06% Reduced
353
Capital International Inc
Capital International Inc
California
$139M +$13.9M 3 1.64% Increased
354
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$138M +$87.7M 2 0.47% Increased
355
Lido Advisors
Lido Advisors
California
$137M -$3.21M 7 0.63% Reduced
356
NEOS Investment Management
NEOS Investment Management
Connecticut
$137M +$19.4M 9 3.23% Increased
357
Munro Partners
Munro Partners
Australia
$136M -$46.4M 3 4.51% Reduced
358
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$136M -$14M 14 2.55% Reduced
359
Verition Fund Management
Verition Fund Management
Connecticut
$135M -$26.9M 22 0.53% Reduced
360
Mizuho Securities USA
Mizuho Securities USA
New York
$134M +$36.1M 5 2.45% Increased
361
FCI
Financial Counselors Inc
Kansas
$134M -$2.17M 3 1.96% Reduced
362
ORIO
Old Republic International (ORI)
Illinois
$134M $0 2 5.28% Maintained
363
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$134M +$25.2M 19 0.68% Increased
364
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$134M -$37.2M 5 0.94% Reduced
365
Capital International
Capital International
California
$134M +$2.36M 3 5.46% Increased
366
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$133M -$8.45M 21 0.11% Reduced
367
Gotham Asset Management
Gotham Asset Management
New York
$133M +$5.24M 14 1.26% Increased
368
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$133M +$1.3M 15 2.44% Increased
369
FFM
Fullerton Fund Management
Singapore
$133M -$127M 2 4.63% Reduced
370
Glenmede Trust
Glenmede Trust
Pennsylvania
$132M -$2.33M 12 0.68% Reduced
371
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$132M -$3.26M 21 0.24% Reduced
372
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$132M -$7.85M 3 1.74% Reduced
373
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$132M -$3.16M 4 2.8% Reduced
374
Merewether Investment Management
Merewether Investment Management
Texas
$130M -$72.1M 2 5.17% Reduced
375
LBP AM
LBP AM
France
$129M -$8.66M 3 1.74% Reduced