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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
Encompass Capital Advisors
Encompass Capital Advisors
New York
$142M +$110M 5 4.27% Increased
427
Capital International Inc
Capital International Inc
California
$142M +$17.5M 2 1.1% Increased
428
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$142M +$27M 6 2.21% Increased
429
GIP
Granite Investment Partners
California
$141M -$9.82M 8 8.68% Reduced
430
Zacks Investment Management
Zacks Investment Management
Illinois
$140M +$1.19M 10 1.12% Increased
431
UMB Bank
UMB Bank
Missouri
$139M +$757K 17 1.94% Increased
432
Prudential plc
Prudential plc
United Kingdom
$139M +$2.03M 7 0.81% Increased
433
Aware Super
Aware Super
Australia
$139M +$149M 4 2.1% New
434
SCGE Management
SCGE Management
California
$138M -$14.6M 1 4.19% Reduced
435
Oberweis Asset Management
Oberweis Asset Management
Illinois
$138M +$5.87M 5 4.08% Increased
436
IP
Interval Partners
New York
$137M +$74.9M 4 3.6% Increased
437
NSLI
Nan Shan Life Insurance
Taiwan
$137M +$138M 3 4.97% New
438
LSV Asset Management
LSV Asset Management
Illinois
$136M -$2.83M 6 0.29% Reduced
439
CCM
Carronade Capital Management
Connecticut
$133M +$16.7M 1 1.74% Increased
440
Davenport & Co
Davenport & Co
Virginia
$133M -$37.1M 9 0.72% Reduced
441
Vest Financial
Vest Financial
Virginia
$132M +$25.4M 8 1.59% Increased
442
Advisors Asset Management
Advisors Asset Management
Colorado
$132M -$705K 19 2.2% Reduced
443
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$132M +$10.4M 8 1.69% Increased
444
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$132M +$38.1M 5 4.19% Increased
445
GAMCO Investors
GAMCO Investors
Connecticut
$131M -$1.3M 13 1.29% Reduced
446
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$131M -$138M 16 0.92% Reduced
447
Equitable Holdings
Equitable Holdings
New York
$130M +$31.9M 9 0.84% Increased
448
Citizens Financial Group
Citizens Financial Group
Rhode Island
$130M -$5.55M 9 1.8% Reduced
449
Parnassus Investments
Parnassus Investments
California
$129M +$3.96M 3 0.38% Increased
450
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$128M +$27.3M 10 1.19% Increased