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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
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$63.1M -$1.05M 8 2.33% Reduced
377
Balyasny Asset Management
Balyasny Asset Management
Illinois
$63.1M -$62.8M 8 0.2% Reduced
378
Clal Insurance
Clal Insurance
Israel
$63M $0 1 0.67% Maintained
379
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$62.6M +$1.86M 3 2.56% Increased
380
Cetera Advisors
Cetera Advisors
Colorado
$61.9M +$1.25M 3 1.24% Increased
381
SCC
Spring Creek Capital
Kansas
$61.8M +$9.59M 3 2.44% Increased
382
Pzena Investment Management
Pzena Investment Management
New York
$61.7M +$3.54M 1 0.23% Increased
383
Castleark Management
Castleark Management
Illinois
$61.5M -$7.68M 3 2.65% Reduced
384
Cetera Advisor Networks
Cetera Advisor Networks
California
$61.2M -$5.67M 8 0.74% Reduced
385
Independent Financial Group
Independent Financial Group
California
$60.9M +$2.66M 2 4.95% Increased
386
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$60.8M +$2.11M 5 0.72% Increased
387
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$60.4M -$13.9M 1 2.17% Reduced
388
Advisors Asset Management
Advisors Asset Management
Colorado
$60.2M -$2.97M 16 0.93% Reduced
389
NPIC
Neumeier Poma Investment Counsel
California
$60M +$1.22M 1 4.03% Increased
390
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$59.9M -$87.7M 14 2.14% Reduced
391
Atria Wealth Solutions
Atria Wealth Solutions
New York
$59.7M +$52.3M 6 0.99% New
392
TW
Transform Wealth
Colorado
$58.9M +$93.5K 3 6.6% Increased
393
Homestead Advisers
Homestead Advisers
Virginia
$57.7M -$3.11M 3 1.41% Reduced
394
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$57.6M +$665K 1 0.84% Increased
395
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$57.6M +$23K 10 1.29% Increased
396
Profund Advisors
Profund Advisors
Maryland
$57.4M -$15.3M 10 2.41% Reduced
397
IP
Interval Partners
New York
$57.4M -$4.94M 2 2.79% Reduced
398
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$57M -$10.1M 2 0.77% Reduced
399
LSV Asset Management
LSV Asset Management
Illinois
$56.8M -$14.9M 5 0.1% Reduced
400
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$56.7M +$610K 1 1.56% Increased