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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
ZCM
Ziegler Capital Management
Illinois
$49.7M +$2.54M 5 1.9% Increased
427
iA Global Asset Management
iA Global Asset Management
Quebec, Canada
$49.4M +$38.7M 3 1.31% New
428
GW&K Investment Management
GW&K Investment Management
Massachusetts
$48.9M -$263K 5 0.46% Reduced
429
Ancora Advisors
Ancora Advisors
Ohio
$48.9M +$840K 6 1.29% Increased
430
Capital International Inc
Capital International Inc
California
$48.8M +$2.69M 3 0.89% Increased
431
Atreides Management
Atreides Management
Massachusetts
$48.8M -$55M 1 1.25% Reduced
432
Banco Santander
Banco Santander
Spain
$48.7M +$7.68M 1 0.64% Increased
433
ALPS Advisors
ALPS Advisors
Colorado
$48.6M -$7.54M 7 0.42% Reduced
434
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$48.4M +$817K 27 1.82% Increased
435
SteelPeak Wealth
SteelPeak Wealth
California
$48.4M +$7.54M 2 2.87% Increased
436
Eastern Bank
Eastern Bank
Massachusetts
$48.4M -$152K 2 2.3% Reduced
437
Profund Advisors
Profund Advisors
Maryland
$48.4M +$5.34M 10 2.59% Increased
438
Prudential plc
Prudential plc
United Kingdom
$48.3M -$228K 5 0.56% Reduced
439
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$48.2M -$8.91M 2 1.31% Reduced
440
IEQ Capital
IEQ Capital
California
$48M +$453K 3 0.97% Increased
441
AWA
Artemis Wealth Advisors
New York
$47.9M -$8.4M 1 8.73% Reduced
442
TIAA FSB
TIAA FSB
Florida
$47.6M -$95K 4 0.17% Reduced
443
Alpha Cubed Investments
Alpha Cubed Investments
California
$47.4M -$1.74M 3 3.2% Reduced
444
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$47.4M -$16.1M 10 1.02% Reduced
445
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$47.3M +$5.67M 9 0.47% Increased
446
CA
Cornerstone Advisors
North Carolina
$47.2M -$5.92M 2 2.25% Reduced
447
FFM
Fullerton Fund Management
Singapore
$46.8M +$27M 3 3.27% Increased
448
Cantor Fitzgerald
Cantor Fitzgerald
New York
$46.6M +$23.6M 5 1.07% Increased
449
Merewether Investment Management
Merewether Investment Management
Texas
$46.4M -$10.7M 2 3.37% Reduced
450
Chilton Capital Management
Chilton Capital Management
Texas
$46.3M +$2.83M 2 2.54% Increased