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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
451
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$32.2M +$17.5M 6 0.75% Increased
452
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$31.9M +$3.22M 2 0.52% Increased
453
Mariner Independent Advisor Network
Mariner Independent Advisor Network
Kansas
$31.8M +$3.83M 1 1.34% Increased
454
5NCM
59 North Capital Management
Texas
$31.7M +$12.8M 1 9.09% Increased
455
UBS O'Connor
UBS O'Connor
Illinois
$31.6M +$3.11M 7 0.33% Increased
456
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$31.3M -$1.4M 6 0.72% Reduced
457
HP
Harvey Partners
New York
$31.2M +$12.2M 1 6.87% Increased
458
TAMH
Taikang Asset Management (HK)
Hong Kong
$31.2M $0 1 6.03% Maintained
459
Lido Advisors
Lido Advisors
California
$30.8M -$810K 3 0.41% Reduced
460
SG Americas Securities
SG Americas Securities
New York
$30.7M -$31.1M 21 0.33% Reduced
461
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$30.4M +$20.8M 7 0.74% Increased
462
BOK Financial
BOK Financial
Oklahoma
$29.9M +$1.05M 5 0.57% Increased
463
Scotia Capital
Scotia Capital
Ontario, Canada
$29.8M +$1.24M 7 0.22% Increased
464
Abeille Asset Management
Abeille Asset Management
France
$29.7M +$13.8M 1 1.05% Increased
465
BCC
Bain Capital Credit
Massachusetts
$29.7M -$1.67M 1 5.65% Reduced
466
Ancora Advisors
Ancora Advisors
Ohio
$29.6M +$252K 5 0.83% Increased
467
HighPoint Advisor Group
HighPoint Advisor Group
Illinois
$29.5M +$34.4M 6 3.22% New
468
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$29.4M +$2.05M 4 1.96% Increased
469
IEQ Capital
IEQ Capital
California
$29.4M +$2.31M 3 0.89% Increased
470
Profund Advisors
Profund Advisors
Maryland
$29.1M -$9.64M 6 1.85% Reduced
471
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$29M +$333K 6 0.66% Increased
472
VHAM
Van Hulzen Asset Management
California
$28.9M +$13.2M 2 3.46% Increased
473
Alpha Cubed Investments
Alpha Cubed Investments
California
$28.9M +$2.82M 3 2.1% Increased
474
SPWM
Straight Path Wealth Management
Michigan
$28.8M +$19.7K 1 28.26% Increased
475
MAI Capital Management
MAI Capital Management
Ohio
$28.8M +$2.18M 2 0.55% Increased