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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
476
Leonteq Securities AG
Leonteq Securities AG
Switzerland
$26M -$1.35M 9 1.55% Reduced
477
BAPIM
British Airways Pensions Investment Management
United Kingdom
$26M $0 2 1.02% Maintained
478
Braun Stacey Associates
Braun Stacey Associates
New York
$25.9M -$218K 2 1.01% Reduced
479
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$25.8M +$575K 10 0.29% Increased
480
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$25.8M -$9.93M 2 0.49% Reduced
481
Harvest Fund Management
Harvest Fund Management
China
$25.7M -$156K 8 2.74% Reduced
482
Great Lakes Advisors
Great Lakes Advisors
Illinois
$25.6M -$2.05M 4 0.39% Reduced
483
Spire Wealth Management
Spire Wealth Management
Virginia
$25.3M -$1.36M 9 0.68% Reduced
484
TCW Group
TCW Group
California
$25.3M -$294K 3 0.22% Reduced
485
GIP
Granite Investment Partners
California
$25.2M +$22.7M 3 0.78% Increased
486
HHAM
HITE Hedge Asset Management
Massachusetts
$25.2M +$18.5M 3 3.54% Increased
487
JIP
Jaffetilchin Investment Partners
Florida
$25.1M +$8.95M 2 1.73% Increased
488
R.M. Davis Inc
R.M. Davis Inc
Maine
$25.1M +$4.97M 2 0.63% Increased
489
TIAA FSB
TIAA FSB
Florida
$24.5M +$11.5M 3 0.08% Increased
490
CA
Cornerstone Advisors
North Carolina
$24.4M +$1.44M 2 1.44% Increased
491
MA
Mezzasalma Advisors
New Jersey
$24.3M +$145K 1 13.39% Increased
492
SteelPeak Wealth
SteelPeak Wealth
California
$24.2M -$3M 4 1.69% Reduced
493
Scotia Capital
Scotia Capital
Ontario, Canada
$24M -$2.19M 7 0.18% Reduced
494
AJ
Ashburton (Jersey)
Jersey
$24M +$4.56M 2 10.12% Increased
495
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$23.9M -$7.59M 8 0.28% Reduced
496
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$23.9M +$1.28M 4 0.7% Increased
497
CIBC World Market
CIBC World Market
Ontario, Canada
$23.9M -$3.11M 5 0.07% Reduced
498
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$23.5M -$4.97M 1 0.35% Reduced
499
HighPoint Advisor Group
HighPoint Advisor Group
Illinois
$23.4M -$960K 5 2.36% Reduced
500
SSA
South Street Advisors
New York
$23.4M +$18.2M 3 4.35% Increased