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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
Kestra Advisory Services
Kestra Advisory Services
Texas
$40.5M +$3.3M 10 0.46% Increased
377
GW&K Investment Management
GW&K Investment Management
Massachusetts
$40.4M +$1.05M 2 0.35% Increased
378
Artemis Investment Management
Artemis Investment Management
United Kingdom
$40.2M -$40.2M 2 0.35% Reduced
379
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$40.1M -$2.26M 10 0.94% Reduced
380
AE Wealth Management
AE Wealth Management
Kansas
$39.9M +$8.47M 7 0.35% Increased
381
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$39.9M $0 3 2.21% Maintained
382
QS Investors
QS Investors
New York
$39.6M -$2.73M 4 0.47% Reduced
383
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$39.2M -$9.06M 14 0.72% Reduced
384
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$39.2M +$3.47M 13 0.17% Increased
385
TCM
Tao Capital Management
California
$39.1M $0 1 8.97% Maintained
386
MML Investors Services
MML Investors Services
Massachusetts
$39.1M +$130K 7 0.33% Increased
387
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$38.8M +$4.33M 9 0.62% Increased
388
T2I
Turim 21 Investimentos
Brazil
$38.7M +$37.1M 1 12.89% New
389
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$38.3M -$922K 2 0.91% Reduced
390
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$38.3M -$783K 4 0.05% Reduced
391
Capstone Investment Advisors
Capstone Investment Advisors
New York
$38.2M -$13.2M 2 0.09% Reduced
392
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$38.1M -$1.76M 2 0.48% Reduced
393
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$38M -$634K 7 0.76% Reduced
394
SC
Sasco Capital
Connecticut
$37.7M -$2.6M 1 4.45% Reduced
395
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$37.7M -$30.5M 12 0.4% Reduced
396
Cetera Advisor Networks
Cetera Advisor Networks
California
$37.5M +$18.8M 10 0.53% Increased
397
CloudAlpha Capital Management
CloudAlpha Capital Management
Hong Kong
$37.4M +$35.4M 1 4.49% Increased
398
Whittier Trust
Whittier Trust
California
$37M +$2M 7 0.66% Increased
399
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$37M -$50.4M 1 0.45% Reduced
400
Moore Capital Management
Moore Capital Management
New York
$36.9M -$62.8M 6 0.52% Reduced