← All themes

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
TSS
Two Sigma Securities
New York
$61.7M -$1.23M 6 0.92% Reduced
377
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$61.1M -$8.12M 1 2.22% Reduced
378
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$61.1M -$2.51M 5 1.24% Reduced
379
ONGA
O'Neil Global Advisors
California
$61.1M +$39M 1 12.68% Increased
380
Cetera Advisors
Cetera Advisors
Colorado
$61M -$1.84M 6 0.96% Reduced
381
OFI Invest Asset Management
OFI Invest Asset Management
France
$60.3M -$27.7M 1 2.4% Reduced
382
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$60.1M +$441K 8 0.51% Increased
383
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$60M +$1.14M 9 0.63% Increased
384
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
$59.3M -$5.44M 2 2.53% Reduced
385
AAM
AMI Asset Management
California
$59.3M -$11.4M 1 3.53% Reduced
386
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$59.1M +$1.36M 9 1.81% Increased
387
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$58.7M -$365K 4 3.36% Reduced
388
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$58.5M -$274K 7 0.99% Reduced
389
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$58.1M +$1.96M 1 2.15% Increased
390
Davis Selected Advisers
Davis Selected Advisers
Arizona
$58.1M +$7.81M 2 0.35% Increased
391
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$58M +$4.17M 15 0.21% Increased
392
SCM
Scopia Capital Management
New York
$57.9M -$40.9M 1 5.86% Reduced
393
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$57.8M $0 2 2.41% Maintained
394
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$57.5M +$2.64M 1 0.97% Increased
395
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$57.4M +$20.5M 12 0.68% Increased
396
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$57.3M -$12M 6 1.13% Reduced
397
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$57.3M -$8.78M 3 2.15% Reduced
398
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$56.6M +$8.25M 5 1.18% Increased
399
JC
Joho Capital
New York
$56.4M $0 1 11.34% Maintained
400
VSAM
Value Star Asset Management
Hong Kong
$56.4M +$5.64M 1 16.66% Increased