← 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
426
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$8.49M -$619K 17 0.15% Reduced
427
Candriam SCA
Candriam SCA
Luxembourg
$8.49M +$6.93M 1 0.21% Increased
428
IRF
IBM Retirement Fund
New York
$8.4M -$6.95M 6 0.32% Reduced
429
CAM
Cortina Asset Management
Wisconsin
$8.39M -$2.82M 1 0.38% Reduced
430
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$8.37M -$363K 3 0.18% Reduced
431
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$8.37M +$712K 6 0.1% Increased
432
MPM
Meritage Portfolio Management
Kansas
$8.34M +$2.37M 2 0.94% Increased
433
Advisors Asset Management
Advisors Asset Management
Colorado
$8.32M -$853K 9 0.14% Reduced
434
DCM
Dialectic Capital Management
Connecticut
$8.27M +$7.1M 1 3.87% New
435
GAMCO Investors
GAMCO Investors
Connecticut
$8.26M -$49.8K 5 0.05% Reduced
436
RCYC
Richard C. Young & Co
Rhode Island
$8.26M +$28.8K 1 1.86% Increased
437
GL
GLG LLC
New York
$8.23M +$1.8M 4 0.51% Increased
438
ICOA
Investment Centers of America
North Dakota
$8.01M -$82.5K 3 0.89% Reduced
439
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8M -$2.75M 5 0.09% Reduced
440
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$7.99M +$491K 3 0.22% Increased
441
Foresters Investment Management
Foresters Investment Management
New York
$7.98M $0 2 0.16% Maintained
442
Daiwa Securities Group
Daiwa Securities Group
Japan
$7.93M -$5.25M 3 0.05% Reduced
443
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$7.87M +$503K 2 0.18% Increased
444
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$7.8M +$5.04M 7 0.24% Increased
445
SCM
Stevens Capital Management
Pennsylvania
$7.67M -$4.87M 5 0.3% Reduced
446
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$7.6M +$53.9K 4 0.67% Increased
447
LSA
L & S Advisors
California
$7.54M +$6.66M 1 1.86% New
448
BB&T Securities
BB&T Securities
Virginia
$7.51M +$5.18M 2 0.12% Increased
449
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$7.48M -$1.67K 1 0.48% Reduced
450
Robeco Schweiz
Robeco Schweiz
Switzerland
$7.48M -$1.96M 2 0.72% Reduced