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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
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$48.5M +$2.43M 2 1.56% Increased
377
MML Investors Services
MML Investors Services
Massachusetts
$47.9M +$4.08M 7 0.38% Increased
378
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$47.2M -$1.26M 7 0.15% Reduced
379
FCI
Financial Counselors Inc
Kansas
$47.1M +$3.52M 2 1.01% Increased
380
NC
Nitorum Capital
New York
$46.9M +$2.42M 1 2.23% Increased
381
CI Investments Inc
CI Investments Inc
Ontario, Canada
$46.8M -$7.76M 10 0.17% Reduced
382
Kestra Advisory Services
Kestra Advisory Services
Texas
$46.8M +$2.34M 8 0.47% Increased
383
UBS O'Connor
UBS O'Connor
Illinois
$46.3M +$10.5M 6 0.36% Increased
384
Two Sigma Advisers
Two Sigma Advisers
New York
$46.1M -$397M 13 0.12% Reduced
385
SAM
Shell Asset Management
Netherlands
$45.7M +$7.37M 11 1.03% Increased
386
FMW
Farr Miller & Washington
District of Columbia
$45.5M +$324K 2 2.97% Increased
387
SCA
Southpoint Capital Advisors
New York
$45.5M -$10M 1 0.97% Reduced
388
AE Wealth Management
AE Wealth Management
Kansas
$45.4M +$611K 7 0.37% Increased
389
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$45.4M +$1.25M 9 1.06% Increased
390
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$45.1M +$1.6M 16 0.2% Increased
391
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$45M +$1.87M 2 1.07% Increased
392
TCM
Tao Capital Management
California
$44.6M $0 1 11.88% Maintained
393
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$43.9M +$841K 9 0.7% Increased
394
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$43.5M -$395K 4 2.24% Reduced
395
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$43.5M +$7.13M 2 1.56% Increased
396
EIP
Easterly Investment Partners
Massachusetts
$43.3M +$24.3M 3 2.94% Increased
397
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$42.7M +$3.94M 17 0.73% Increased
398
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$42.5M -$2.25M 3 2.53% Reduced
399
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$42.4M $0 2 1.68% Maintained
400
Tidal Investments
Tidal Investments
Wisconsin
$42.3M +$5.06M 6 1.58% Increased