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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
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$38.2M +$1.28M 2 1% Increased
377
BCC
Bain Capital Credit
Massachusetts
$38.1M $0 1 8.45% Maintained
378
MML Investors Services
MML Investors Services
Massachusetts
$37.9M -$79.4K 8 0.36% Reduced
379
CAM
ClariVest Asset Management
California
$37.9M -$5.08M 8 1.34% Reduced
380
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$37.4M +$8.11M 17 0.83% Increased
381
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$37.2M +$4.08M 3 1.82% Increased
382
ZCM
Ziegler Capital Management
Illinois
$36.9M -$2.42M 5 1.16% Reduced
383
Amalgamated Bank
Amalgamated Bank
New York
$36.5M -$1.79M 8 1.37% Reduced
384
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$36.4M -$61.1K 6 0.8% Reduced
385
Kestra Advisory Services
Kestra Advisory Services
Texas
$36.2M -$3.27M 9 0.46% Reduced
386
SC
Sasco Capital
Connecticut
$36M +$3.49M 1 4.5% Increased
387
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$36M +$10.1M 20 0.63% Increased
388
FC
Franchise Capital
Cayman Islands
$35.7M +$40.2M 1 3.52% New
389
Huntington National Bank
Huntington National Bank
Ohio
$35.2M +$24.8M 11 0.42% Increased
390
SFM
Stack Financial Management
Montana
$34.7M -$122K 1 2.93% Reduced
391
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$34.7M -$4M 6 1.81% Reduced
392
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$34.6M +$9.35M 14 0.16% Increased
393
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$34.2M -$140K 19 1.3% Reduced
394
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$34.1M -$24.2M 2 0.73% Reduced
395
Voloridge Investment Management
Voloridge Investment Management
Florida
$33.8M -$27.5M 6 0.25% Reduced
396
Yacktman Asset Management
Yacktman Asset Management
Texas
$33.6M -$1.16M 2 0.35% Reduced
397
ICOM
Investment Counselors of Maryland
Maryland
$33.5M -$25M 2 0.87% Reduced
398
GAMCO Investors
GAMCO Investors
Connecticut
$33.5M -$1.11M 5 0.29% Reduced
399
FCI
Financial Counselors Inc
Kansas
$33.5M +$4.96M 2 0.78% Increased
400
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$33.5M -$4.94M 8 0.66% Reduced