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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
HM Payson & Co
HM Payson & Co
Maine
$140M -$3.58M 10 1.98% Reduced
427
Erste Asset Management
Erste Asset Management
Austria
$139M +$16.7M 8 1.17% Increased
428
Jefferies Financial Group
Jefferies Financial Group
New York
$138M +$22.4M 12 0.7% Increased
429
Capital International Inc
Capital International Inc
California
$137M -$27.8M 2 1.08% Reduced
430
OCAM
Owl Creek Asset Management
New York
$137M -$17.6M 2 4.12% Reduced
431
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$137M -$28.2M 10 0.35% Reduced
432
AE Wealth Management
AE Wealth Management
Kansas
$135M +$3.69M 7 0.78% Increased
433
Oppenheimer & Co
Oppenheimer & Co
New York
$135M -$48M 11 1.92% Reduced
434
UMB Bank
UMB Bank
Missouri
$134M +$16.2M 17 1.79% Increased
435
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$134M +$56.7M 12 0.25% Increased
436
Raiffeisen Bank International
Raiffeisen Bank International
Austria
$134M +$6.53M 9 1.73% Increased
437
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$134M -$2.78M 2 1.59% Reduced
438
RB
Robert Bosch
Germany
$133M $0 1 73.12% Maintained
439
Groupama Asset Management
Groupama Asset Management
France
$131M -$9.27M 5 1.92% Reduced
440
iA Global Asset Management
iA Global Asset Management
Quebec, Canada
$131M +$38.4M 3 1.67% Increased
441
UBV
United Bank (Virginia)
Virginia
$131M $0 3 17.29% Maintained
442
KeyBank National Association
KeyBank National Association
Ohio
$131M +$11.4M 8 0.47% Increased
443
Danica Pension Livsforsikrings
Danica Pension Livsforsikrings
$130M +$2.94M 2 1.87% Increased
444
PC
Pureheart Capital
$130M +$128M 1 10.06% New
445
Generali Asset Management
Generali Asset Management
Italy
$129M +$8.12K 5 2.64% Increased
446
Nearwater Capital Markets
Nearwater Capital Markets
Ireland
$128M -$35M 1 2.2% Reduced
447
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$128M +$2.44M 18 0.8% Increased
448
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$128M +$9.77M 3 2.06% Increased
449
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$127M +$17.4M 4 0.89% Increased
450
Shelton Capital Management
Shelton Capital Management
Colorado
$126M +$9.6M 10 2.48% Increased