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 |
US
UNICOM Systems
Las Vegas,
Nevada
| $200M | +$11.8M | 1 | 19.71% | Increased |
|
| 352 |
Boston Trust Walden
Boston,
Massachusetts
| $199M | -$8.48M | 5 | 1.46% | Reduced |
|
| 353 |
INTECH Investment Management
West Palm Beach,
Florida
| $198M | -$77M | 23 | 1.77% | Reduced |
|
| 354 |
Sequoia Financial Advisors
Akron,
Ohio
| $198M | +$33.4M | 12 | 1.2% | Increased |
|
| 355 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
| $198M | +$35M | 4 | 0.81% | Increased |
|
| 356 |
AssetMark Inc
Concord,
California
| $197M | -$3.6M | 18 | 0.42% | Reduced |
|
| 357 |
Virginia Retirement Systems
Richmond,
Virginia
| $197M | +$676K | 13 | 1.28% | Increased |
|
| 358 |
Belvedere Trading
Chicago,
Illinois
| $192M | +$142M | 3 | 0.22% | Increased |
|
| 359 |
Guggenheim Capital
Chicago,
Illinois
| $191M | -$11.5M | 10 | 1.39% | Reduced |
|
| 360 |
Groupe la Francaise
Paris,
France
| $191M | +$24.4M | 9 | 2.58% | Increased |
|
| 361 |
Brown Advisory
Baltimore,
Maryland
| $190M | -$36.4M | 10 | 0.25% | Reduced |
|
| 362 |
Lord, Abbett & Co
Jersey City,
New Jersey
| $190M | +$19.1M | 9 | 0.57% | Increased |
|
| 363 |
LBP AM
Paris,
France
| $189M | +$31.5M | 4 | 2.33% | Increased |
|
| 364 |
Aware Super
Sydney,
Australia
| $188M | -$5.95M | 5 | 2.59% | Reduced |
|
| 365 |
Jupiter Asset Management
London,
United Kingdom
| $187M | +$52.7M | 6 | 1.6% | Increased |
|
| 366 |
SBI Securities
Tokyo,
Japan
| $186M | +$10.4M | 32 | 4.76% | Increased |
|
| 367 |
Bowen Hanes & Co
Ponte Vedra Beach,
Florida
| $185M | -$47.8M | 3 | 4.64% | Reduced |
|
| 368 |
Elo Mutual Pension Insurance
Espoo,
Finland
| $185M | +$12.4M | 3 | 3.03% | Increased |
|
| 369 |
Cartenna Capital
Stamford,
Connecticut
| $185M | +$59.1M | 2 | 5.23% | Increased |
|
| 370 |
Oppenheimer & Co
New York
| $184M | -$164K | 14 | 2.25% | Reduced |
|
| 371 |
First Manhattan
New York
| $183M | -$855K | 6 | 0.48% | Reduced |
|
| 372 |
CTC (Chicago Trading Company)
Chicago,
Illinois
| $181M | +$116M | 1 | 0.09% | Increased |
|
| 373 |
Steward Partners Investment Advisory
New York
| $181M | +$29.2M | 24 | 1.04% | Increased |
|
| 374 |
Wasatch Advisors
Salt Lake City,
Utah
| $180M | -$3.3M | 1 | 0.97% | Reduced |
|
| 375 |
Cantor Fitzgerald
New York
| $179M | +$13.6M | 1 | 1.74% | Increased |
|