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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
401
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$59.5M -$5.36M 2 1.34% Reduced
402
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$59.5M -$67.7M 2 0.67% Reduced
403
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$59.2M -$1.38M 2 2.33% Reduced
404
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$58.7M -$1.73M 12 0.98% Reduced
405
KOC
Koss-Olinger Consulting
Florida
$58.6M +$19.3M 3 5.75% Increased
406
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$58.4M +$55.7M 2 0.93% New
407
TAM
Thematics Asset Management
France
$58.2M +$689K 1 2.56% Increased
408
TAM
Titleist Asset Management
Texas
$56.6M +$53.3M 4 10.49% Increased
409
GIP
Granite Investment Partners
California
$56.5M +$2.82M 4 2.2% Increased
410
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$56.2M +$1.27M 9 0.74% Increased
411
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$56.1M +$451K 4 2.09% Increased
412
UAM
UAS Asset Management
New York
$56.1M +$9.51M 1 14.25% Increased
413
Verition Fund Management
Verition Fund Management
Connecticut
$55.9M +$13.2M 11 0.44% Increased
414
Banco Santander
Banco Santander
Spain
$55.7M +$2.71M 2 0.66% Increased
415
Clal Insurance
Clal Insurance
Israel
$55.7M $0 1 0.73% Maintained
416
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$55.7M -$2.88M 5 0.88% Reduced
417
SAM
Securian Asset Management
Minnesota
$55.3M -$6.79M 9 1.57% Reduced
418
Congress Wealth Management
Congress Wealth Management
Massachusetts
$55.3M -$9.85M 4 1.02% Reduced
419
Ancora Advisors
Ancora Advisors
Ohio
$55.3M -$752K 5 1.3% Reduced
420
GF
Greenhouse Funds
Maryland
$54.9M -$41.8M 2 3.62% Reduced
421
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$54.3M +$5.88M 3 0.69% Increased
422
RK Capital Management (Florida)
RK Capital Management (Florida)
Florida
$54.2M +$51.9M 1 1.7% New
423
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$53.9M +$23.1M 4 0.54% Increased
424
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$53.7M -$1.1M 5 1.08% Reduced
425
Twin Tree Management
Twin Tree Management
Texas
$53.6M +$40.7M 3 0.1% Increased