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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
376
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$12.5M -$541K 3 0.1% Reduced
377
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$12.5M -$89K 2 0.78% Reduced
378
Advisors Asset Management
Advisors Asset Management
Colorado
$12.3M +$4.21M 10 0.21% Increased
379
Meag Munich Ergo
Meag Munich Ergo
Germany
$12.3M +$11.4M 2 0.57% New
380
Global X Management Company
Global X Management Company
New York
$12.3M +$6.71M 7 0.54% Increased
381
BCM
Billings Capital Management
Virginia
$12.1M -$19.9M 1 10.05% Reduced
382
PP
Paloma Partners
Connecticut
$12.1M +$6.37M 8 0.12% Increased
383
Caxton Associates (New York)
Caxton Associates (New York)
New York
$12M +$11.7M 2 0.54% New
384
SAM
Scopus Asset Management
New York
$12M -$889K 1 0.27% Reduced
385
JCM
Jag Capital Management
Missouri
$11.9M -$1.71M 1 2.4% Reduced
386
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$11.8M +$1.24M 2 0.45% Increased
387
SCM
SKBA Capital Management
California
$11.7M -$1.56M 1 1.38% Reduced
388
Beck Mack & Oliver
Beck Mack & Oliver
New York
$11.7M -$121K 1 0.42% Reduced
389
Ruffer LLP
Ruffer LLP
United Kingdom
$11.7M -$1.14M 1 0.69% Reduced
390
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$11.7M +$430K 1 1.12% Increased
391
TIP
Torray Investment Partners
Maryland
$11.6M +$26.9K 1 1.24% Increased
392
VHMC
Value Holdings Management Company
New York
$11.6M +$1.13M 2 4.63% Increased
393
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$11.6M -$24.5K 5 0.15% Reduced
394
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$11.5M +$1.83M 6 0.11% Increased
395
MPM
Meritage Portfolio Management
Kansas
$11.4M -$334K 2 1.25% Reduced
396
PGCM
Prescott Group Capital Management
Oklahoma
$11.3M +$5.12M 3 2.38% Increased
397
IMIM
Irving Magee Investment Management
Pennsylvania
$11.2M $0 1 4.36% Maintained
398
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$11.2M +$3.01M 3 0.31% Increased
399
MSA
Mason Street Advisors
Wisconsin
$11.2M +$92.3K 8 0.3% Increased
400
Westfield Capital Management
Westfield Capital Management
Massachusetts
$11.2M -$15.5M 1 0.1% Reduced