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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
Wealthfront Advisers
Wealthfront Advisers
California
$53.5M -$11.4M 5 0.19% Reduced
427
Capital International
Capital International
California
$53.3M +$4.46M 2 2.55% Increased
428
WTA
Washington Trust Advisors
Massachusetts
$53.3M -$1.41M 4 4.88% Reduced
429
Voloridge Investment Management
Voloridge Investment Management
Florida
$52.6M +$6.12M 5 0.19% Increased
430
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$52.6M +$2.53M 2 0.63% Increased
431
Wasatch Advisors
Wasatch Advisors
Utah
$52.6M +$46.6M 1 0.27% New
432
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$52.4M -$9.92M 6 0.78% Reduced
433
Braun Stacey Associates
Braun Stacey Associates
New York
$52.1M +$3.67M 2 2.06% Increased
434
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$52M +$34M 7 1.73% Increased
435
MAI Capital Management
MAI Capital Management
Ohio
$51.9M +$5.07M 7 0.54% Increased
436
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
$51.8M -$8.55M 4 1.54% Reduced
437
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$51.7M -$25.2M 1 1.48% Reduced
438
Quantinno Capital Management
Quantinno Capital Management
New York
$51.6M +$13.7M 9 1.12% Increased
439
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$51.4M -$8.82M 4 1.16% Reduced
440
ACM
Arosa Capital Management
Florida
$51.2M +$18.7M 7 30.2% Increased
441
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$51M -$2.78M 4 1.52% Reduced
442
Chilton Capital Management
Chilton Capital Management
Texas
$51M +$2.4M 3 2.41% Increased
443
Prudential plc
Prudential plc
United Kingdom
$50.6M +$15.8M 5 0.39% Increased
444
Railway Pension Investments
Railway Pension Investments
United Kingdom
$49.9M $0 3 0.49% Maintained
445
SFM
Stack Financial Management
Montana
$49.8M +$116K 1 4.57% Increased
446
SCA
Southpoint Capital Advisors
New York
$49.5M -$41M 2 0.98% Reduced
447
CRM
Cramer Rosenthal McGlynn
Connecticut
$49.5M -$4.98M 1 2.69% Reduced
448
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$48.4M +$1.12M 4 1.05% Increased
449
TPI
Trust Point Inc
Wisconsin
$48M +$8.93M 4 3.77% Increased
450
DAM
Delta Asset Management
Tennessee
$47.8M -$495K 4 4.22% Reduced