← All themes

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
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$95.9M -$170M 3 0.83% Reduced
452
Generali Asset Management
Generali Asset Management
Italy
$95.7M -$1.34M 5 2.18% Reduced
453
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$95.6M -$8.56M 6 0.25% Reduced
454
Homestead Advisers
Homestead Advisers
Virginia
$95.2M -$7.98M 1 2.26% Reduced
455
Congress Wealth Management
Congress Wealth Management
Massachusetts
$94.3M +$4.96M 9 0.91% Increased
456
First Financial Bankshares
First Financial Bankshares
Texas
$94.2M +$12.6M 4 2.11% Increased
457
GAMCO Investors
GAMCO Investors
Connecticut
$94.1M +$11.6M 14 0.93% Increased
458
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$93.8M +$6.88M 1 1.95% Increased
459
APG Asset Management
APG Asset Management
Netherlands
$93.7M -$47.7M 3 0.28% Reduced
460
AE Wealth Management
AE Wealth Management
Kansas
$92.6M -$3.9M 7 0.68% Reduced
461
Sterling Capital Management
Sterling Capital Management
North Carolina
$92.2M +$16M 27 1.31% Increased
462
Encompass Capital Advisors
Encompass Capital Advisors
New York
$92.1M -$34.9M 2 3.36% Reduced
463
AV
Aspiring Ventures
Ohio
$91.8M +$12.2M 2 40.43% Increased
464
AIP
ARS Investment Partners
New York
$91.5M +$14.8M 8 6.67% Increased
465
Advisors Asset Management
Advisors Asset Management
Colorado
$91.4M -$662K 17 1.64% Reduced
466
Optiver Holding
Optiver Holding
Netherlands
$90.9M -$145M 8 0.04% Reduced
467
UMB Bank
UMB Bank
Missouri
$90.7M -$3.62M 15 1.41% Reduced
468
Algert Global
Algert Global
California
$90.6M +$19.5M 13 1.9% Increased
469
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$89.7M -$1.15M 11 0.63% Reduced
470
MAI Capital Management
MAI Capital Management
Ohio
$88.9M +$3.26M 22 0.61% Increased
471
Citizens Financial Group
Citizens Financial Group
Rhode Island
$88.5M +$5.97M 4 1.42% Increased
472
WIM
WIM Investment Management
Hong Kong
$88.1M $0 1 29.28% Maintained
473
Empowered Funds
Empowered Funds
Pennsylvania
$86.7M +$39.4M 13 0.98% Increased
474
JC
Joho Capital
New York
$86.7M $0 1 12.21% Maintained
475
TM
Thiel Macro
California
$86.6M +$64.9M 1 40.85% Increased