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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
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$107M +$500K 7 0.32% Increased
427
SCM
Sirios Capital Management
Massachusetts
$106M -$9.48M 2 15.33% Reduced
428
Jefferies Financial Group
Jefferies Financial Group
New York
$106M +$33.8M 7 0.89% Increased
429
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$104M -$8.16M 17 0.75% Reduced
430
Ethic Inc
Ethic Inc
New York
$104M +$11.5M 10 1.87% Increased
431
Harvest Portfolios Group
Harvest Portfolios Group
Ontario, Canada
$104M +$49.7M 6 2.43% Increased
432
DSM Capital Partners
DSM Capital Partners
Florida
$104M +$19.8M 1 1.54% Increased
433
Raiffeisen Bank International
Raiffeisen Bank International
Austria
$104M -$9.72M 8 1.54% Reduced
434
CPIH
Consolidated Press International Holdings
Australia
$103M +$80.9M 1 17.11% New
435
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$103M +$22.7M 4 0.93% Increased
436
GW&K Investment Management
GW&K Investment Management
Massachusetts
$102M +$16M 8 0.92% Increased
437
Ancora Advisors
Ancora Advisors
Ohio
$102M +$1.18M 12 2.12% Increased
438
SAM
Scopus Asset Management
New York
$102M +$58.9M 8 1.71% Increased
439
Zacks Investment Management
Zacks Investment Management
Illinois
$102M +$933K 6 0.87% Increased
440
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$102M -$6.02M 3 1.3% Reduced
441
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$102M -$98.9K 6 2.04% Reduced
442
Avantax Advisory Services
Avantax Advisory Services
Texas
$101M +$9.62M 16 0.56% Increased
443
Capital International
Capital International
California
$100M -$3.56M 2 3.84% Reduced
444
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$99.8M +$46.4M 5 0.98% Increased
445
Banco Santander
Banco Santander
Spain
$99.5M -$1.97M 4 0.94% Reduced
446
SBI Securities
SBI Securities
Japan
$98.5M +$2.59M 31 2.83% Increased
447
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$97.4M +$24.4M 4 0.81% Increased
448
Caption Management
Caption Management
Oklahoma
$96.4M +$1.83M 3 1.07% Increased
449
John W. Bristol & Co
John W. Bristol & Co
New York
$96.2M -$2.29M 1 1.56% Reduced
450
Trexquant Investment
Trexquant Investment
Connecticut
$96.1M -$42.8M 12 1.08% Reduced