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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
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$123M +$16.7M 24 0.96% Increased
402
Wolverine Trading
Wolverine Trading
Illinois
$122M +$59.7M 9 0.12% Increased
403
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$121M +$1.36M 19 0.27% Increased
404
UBV
United Bank (Virginia)
Virginia
$120M +$246K 3 14.37% Increased
405
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$120M +$523K 15 2.11% Increased
406
Slate Path Capital
Slate Path Capital
New York
$119M -$50.3M 1 2.06% Reduced
407
ZP
Zimmer Partners
New York
$119M -$65.4M 5 2.6% Reduced
408
KeyBank National Association
KeyBank National Association
Ohio
$119M +$219K 8 0.44% Increased
409
Cartenna Capital
Cartenna Capital
Connecticut
$119M +$104M 2 4.19% New
410
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$118M -$1.18M 15 2.15% Reduced
411
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$118M -$115M 6 2.53% Reduced
412
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$116M +$20.2M 3 2.09% Increased
413
HRT Financial
HRT Financial
New York
$116M -$56.7M 14 0.51% Reduced
414
CI Investments Inc
CI Investments Inc
Ontario, Canada
$116M -$37.4M 12 0.44% Reduced
415
Cantor Fitzgerald
Cantor Fitzgerald
New York
$116M +$108M 1 2.05% Increased
416
Prudential plc
Prudential plc
United Kingdom
$115M +$12.3M 6 0.69% Increased
417
Moore Capital Management
Moore Capital Management
New York
$115M +$88.9M 8 1.44% Increased
418
Lyrical Asset Management
Lyrical Asset Management
New York
$115M -$12M 1 1.65% Reduced
419
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$114M -$3.13M 3 2.53% Reduced
420
Avanza Fonder
Avanza Fonder
Sweden
$114M +$26.9M 3 3.37% Increased
421
Groupama Asset Management
Groupama Asset Management
France
$113M -$10.8M 4 1.87% Reduced
422
Freestone Grove Partners
Freestone Grove Partners
California
$112M +$32.6M 5 0.85% Increased
423
Erste Asset Management
Erste Asset Management
Austria
$112M +$39M 10 0.94% Increased
424
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$110M -$7.1M 4 1.45% Reduced
425
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$108M -$56.7M 6 0.99% Reduced