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 |
Summit Partners Public Asset Management
Boston,
Massachusetts
| $81.9M | -$59.4M | 1 | 2.1% | Reduced |
|
| 427 |
Banco Santander
Madrid,
Spain
| $81.6M | +$15.2M | 4 | 0.9% | Increased |
|
| 428 |
GIP
Granite Investment Partners
El Segundo,
California
| $81.4M | -$8.73M | 7 | 4.14% | Reduced |
|
| 429 |
Zacks Investment Management
Chicago,
Illinois
| $81.2M | -$4.6M | 6 | 0.76% | Reduced |
|
| 430 |
Raiffeisen Bank International
Vienna,
Austria
| $81.1M | +$38.3M | 9 | 1.29% | Increased |
|
| 431 |
John W. Bristol & Co
New York
| $80.5M | -$2.52M | 1 | 1.37% | Reduced |
|
| 432 |
First Manhattan
New York
| $80.1M | +$68.1M | 7 | 0.23% | Increased |
|
| 433 |
Homestead Advisers
Arlington,
Virginia
| $79.5M | $0 | 1 | 1.95% | Maintained |
|
| 434 |
Energy Income Partners
Westport,
Connecticut
| $78.5M | +$3.4M | 1 | 1.5% | Increased |
|
| 435 |
Steward Partners Investment Advisory
New York
| $78.4M | -$807K | 21 | 0.69% | Reduced |
|
| 436 |
W.H. Reaves & Co
Jersey City,
New Jersey
| $78.1M | +$14.2M | 3 | 1.99% | Increased |
|
| 437 |
Mizuho Securities USA
New York
| $77.8M | -$17.7M | 5 | 1.68% | Reduced |
|
| 438 |
SBI Securities
Tokyo,
Japan
| $77.2M | -$2.75M | 27 | 2.58% | Reduced |
|
| 439 |
VCM
Valiant Capital Management
San Francisco,
California
| $77.1M | +$13.6M | 2 | 5.64% | Increased |
|
| 440 |
Caption Management
Oklahoma City,
Oklahoma
| $76.9M | -$237M | 2 | 0.74% | Reduced |
|
| 441 |
Generali Asset Management
Trieste,
Italy
| $76.8M | +$11.5M | 5 | 1.89% | Increased |
|
| 442 |
AE Wealth Management
Topeka,
Kansas
| $76.7M | +$9.09M | 6 | 0.64% | Increased |
|
| 443 |
GC
Greenvale Capital
London,
United Kingdom
| $76.3M | +$40.5M | 1 | 7.42% | Increased |
|
| 444 |
TIAA Trust, National Association
Charlotte,
North Carolina
| $76.2M | +$23.7M | 6 | 0.24% | Increased |
|
| 445 |
AG
Avala Global
New York
| $75.8M | -$2.09M | 1 | 5.17% | Reduced |
|
| 446 |
Sequoia Financial Advisors
Akron,
Ohio
| $75.5M | +$31.6M | 7 | 0.58% | Increased |
|
| 447 |
Ancora Advisors
Cleveland,
Ohio
| $75M | +$2.02M | 11 | 1.67% | Increased |
|
| 448 |
Cresset Asset Management
Chicago,
Illinois
| $74.9M | +$8.03M | 12 | 0.37% | Increased |
|
| 449 |
IP
Interval Partners
New York
| $74.2M | +$10.9M | 3 | 1.56% | Increased |
|
| 450 |
UMB Bank
Kansas City,
Missouri
| $74.1M | -$20.9M | 15 | 1.22% | Reduced |
|