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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
R.M. Davis Inc
R.M. Davis Inc
Maine
$37.9M +$11.7K 3 0.96% Increased
452
OAM
Ophir Asset Management
Australia
$37.8M +$15.1M 2 7.03% Increased
453
CloudAlpha Capital Management
CloudAlpha Capital Management
Hong Kong
$37.7M -$15.5M 1 2.08% Reduced
454
VHAM
Van Hulzen Asset Management
California
$37.7M +$5.46M 2 3.54% Increased
455
ACM
Arosa Capital Management
Florida
$37.5M -$2.48M 6 5.86% Reduced
456
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$37.3M +$1.41M 4 0.82% Increased
457
Moran Wealth Management
Moran Wealth Management
Florida
$37.2M +$2.63M 5 1.41% Increased
458
ACM
Argent Capital Management
Missouri
$37M +$28.3K 1 1.28% Increased
459
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$36.6M +$84.2K 8 1.84% Increased
460
HT
Headlands Technologies
Illinois
$36.6M +$30.7M 4 24.3% Increased
461
VanEck Associates
VanEck Associates
New York
$36.5M -$5.01M 9 0.08% Reduced
462
TAM
Thematics Asset Management
France
$36.3M +$337K 1 1.98% Increased
463
Pinnacle Associates
Pinnacle Associates
New York
$36.1M +$2.07M 6 0.74% Increased
464
Capital International Inc
Capital International Inc
California
$36M -$17M 3 0.72% Reduced
465
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$35.9M +$7.82M 3 0.56% Increased
466
CP
Cumberland Partners
Ontario, Canada
$35.7M +$5.36M 1 3.5% Increased
467
Vaughan David Investments
Vaughan David Investments
Illinois
$35.4M +$464K 1 1.07% Increased
468
NSLI
Nan Shan Life Insurance
Taiwan
$35.1M -$14.5M 1 0.84% Reduced
469
Chilton Capital Management
Chilton Capital Management
Texas
$35M +$5.39M 2 2.02% Increased
470
Folketrygdfondet
Folketrygdfondet
Norway
$35M +$275K 1 0.83% Increased
471
Gotham Asset Management
Gotham Asset Management
New York
$34.8M +$7.93M 11 0.84% Increased
472
Simplicity Solutions
Simplicity Solutions
Minnesota
$34.7M +$21.5M 6 0.91% Increased
473
Eventide Asset Management
Eventide Asset Management
Massachusetts
$34.5M -$1.79M 1 0.63% Reduced
474
BCM
Bornite Capital Management
New York
$34.4M -$5.61M 3 11.67% Reduced
475
GCM
Goldstream Capital Management
Hong Kong
$34.3M -$47.3M 1 36.2% Reduced