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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
VSAM
Value Star Asset Management
Hong Kong
$53.5M $0 1 18.31% Maintained
427
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$53.4M -$1.38M 4 2.78% Reduced
428
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$53.4M -$15.5M 9 0.27% Reduced
429
Profund Advisors
Profund Advisors
Maryland
$53.1M +$13.8M 9 2.28% Increased
430
CRM
Cramer Rosenthal McGlynn
Connecticut
$52.7M -$14.9M 1 2.86% Reduced
431
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$52.7M +$24.1M 7 0.98% Increased
432
Advisors Asset Management
Advisors Asset Management
Colorado
$52.5M -$1.41M 16 1.06% Reduced
433
IEQ Capital
IEQ Capital
California
$52.1M +$3.81M 3 0.87% Increased
434
R.M. Davis Inc
R.M. Davis Inc
Maine
$52.1M -$737K 3 1.2% Reduced
435
Moran Wealth Management
Moran Wealth Management
Florida
$51.6M -$3.87M 6 1.83% Reduced
436
Voloridge Investment Management
Voloridge Investment Management
Florida
$51.5M -$63.2M 5 0.2% Reduced
437
Vaughan David Investments
Vaughan David Investments
Illinois
$50.9M -$378K 2 1.39% Reduced
438
Gotham Asset Management
Gotham Asset Management
New York
$50.6M +$8.05M 14 0.94% Increased
439
Belvedere Trading
Belvedere Trading
Illinois
$50.5M -$23.6M 4 0.08% Reduced
440
Advisory Services Network
Advisory Services Network
Georgia
$50.2M +$7.69M 21 1.23% Increased
441
Capital International Inc
Capital International Inc
California
$50M +$1.89M 2 0.78% Increased
442
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$50M +$1.04M 5 1.71% Increased
443
Simplex Trading
Simplex Trading
Illinois
$49.9M +$38M 16 0.03% Increased
444
Chilton Capital Management
Chilton Capital Management
Texas
$49.5M +$2.72M 3 2.51% Increased
445
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$49.5M -$2.47M 9 1.9% Reduced
446
Cartenna Capital
Cartenna Capital
Connecticut
$49.4M +$45.2M 1 3.04% New
447
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$48.9M +$3.32M 9 0.46% Increased
448
Capricorn Investment Group
Capricorn Investment Group
California
$48.8M $0 1 9.15% Maintained
449
Pinnacle Associates
Pinnacle Associates
New York
$48.6M -$63.8K 6 0.82% Reduced
450
Artemis Investment Management
Artemis Investment Management
United Kingdom
$46.6M -$53.4M 2 0.67% Reduced