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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
Wasatch Advisors
Wasatch Advisors
Utah
$59.5M +$13.7M 1 0.32% Increased
452
TAM
Thematics Asset Management
France
$59.4M -$20M 1 2.42% Reduced
453
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$58.6M +$2.96M 5 1.7% Increased
454
Jump Financial
Jump Financial
Illinois
$58.4M +$26.9M 18 1.17% Increased
455
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$58.2M +$33.9M 12 1.47% Increased
456
GCM
Gladstone Capital Management
United Kingdom
$57.9M +$53.5M 1 5.12% New
457
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$57.8M +$3.81M 5 1.41% Increased
458
MAI Capital Management
MAI Capital Management
Ohio
$57.7M +$3.4M 8 0.56% Increased
459
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$57.6M -$7.19M 1 2.88% Reduced
460
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$57.5M -$4.95M 2 1.62% Reduced
461
LSV Asset Management
LSV Asset Management
Illinois
$56.7M -$10.2M 5 0.12% Reduced
462
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$56.1M +$19M 7 0.17% Increased
463
Cowen and Company
Cowen and Company
New York
$55.6M +$38.7M 2 1.53% Increased
464
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$55.5M -$1.62M 4 1.13% Reduced
465
Quadrature Capital
Quadrature Capital
United Kingdom
$55.4M -$181M 14 0.93% Reduced
466
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$54.9M -$37.7M 7 0.23% Reduced
467
VSAM
Value Star Asset Management
Hong Kong
$54.9M +$2.74M 1 20.35% Increased
468
FDCP
Foster Dykema Cabot & Partners
Massachusetts
$54.5M +$413K 6 4.88% Increased
469
Chilton Capital Management
Chilton Capital Management
Texas
$54.5M +$2.18M 5 2.44% Increased
470
Mediolanum International Funds
Mediolanum International Funds
Ireland
$54.5M +$14.6M 5 0.89% Increased
471
CP
Cumberland Partners
Ontario, Canada
$54.4M -$3.92M 1 3.96% Reduced
472
Acadian Asset Management
Acadian Asset Management
Massachusetts
$54.4M +$16.1M 9 0.17% Increased
473
BCP
Bayberry Capital Partners
New York
$54.4M +$37.8M 3 10.9% Increased
474
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$54.3M -$1.29M 9 1.83% Reduced
475
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$53.5M +$5.52M 9 0.56% Increased