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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
426
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$30.2M -$143M 2 0.45% Reduced
427
RMCM
Reynders McVeigh Capital Management
Massachusetts
$30.1M -$5.19M 2 2% Reduced
428
ACL
APEIRON Capital Ltd
Hong Kong
$30.1M -$7.53M 1 12.92% Reduced
429
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$29.8M -$543K 2 0.98% Reduced
430
SGCIA
Smith Graham & Co Investment Advisors
Texas
$29.3M -$2.73M 3 2.38% Reduced
431
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$28.7M -$631K 2 1.57% Reduced
432
AAM
ACK Asset Management
Connecticut
$28.4M -$7.6M 2 11.31% Reduced
433
Synovus Financial
Synovus Financial
Georgia
$28.3M +$1.63M 4 0.32% Increased
434
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$28.1M +$316K 2 0.46% Increased
435
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$27.9M -$9.26M 6 0.48% Reduced
436
Erste Asset Management
Erste Asset Management
Austria
$27.8M -$1.29M 4 0.68% Reduced
437
Quilter Plc
Quilter Plc
United Kingdom
$27.8M -$1.85M 1 0.88% Reduced
438
Folketrygdfondet
Folketrygdfondet
Norway
$27.6M +$17.7M 1 0.94% Increased
439
GD
Grandfield & Dodd
New York
$27.6M -$259K 4 2.07% Reduced
440
Pathstone Family Office
Pathstone Family Office
New Jersey
$27.4M +$28.3M 8 0.93% Increased
441
Advisory Services Network
Advisory Services Network
Georgia
$27.1M +$1.28M 4 1.01% Increased
442
Leonteq Securities AG
Leonteq Securities AG
Switzerland
$27M +$19.7M 6 1.6% Increased
443
KCMH
Keywise Capital Management (HK)
Hong Kong
$27M +$14M 1 7.4% Increased
444
SteelPeak Wealth
SteelPeak Wealth
California
$26.9M +$2.32M 2 2.12% Increased
445
Maven Securities
Maven Securities
Jersey
$26.9M +$27.3M 10 1.2% Increased
446
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$26.7M -$10.3M 11 0.29% Reduced
447
MFP
Michael F. Price
$26.5M +$1.64M 1 3.17% Increased
448
SIM
Sadoff Investment Management
Wisconsin
$26.4M -$50.9K 1 1.85% Reduced
449
GS
Gagnon Securities
New York
$26.4M -$3.55M 1 4.02% Reduced
450
MC
Muhlenkamp & Co
Pennsylvania
$26.2M -$3.27M 2 9.69% Reduced