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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
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$43.4M -$1.86M 4 1.53% Reduced
477
Artemis Investment Management
Artemis Investment Management
United Kingdom
$43.4M -$13.5M 2 0.55% Reduced
478
Eastern Bank
Eastern Bank
Massachusetts
$42.9M -$3.84M 2 1.78% Reduced
479
CT
Cambridge Trust
Massachusetts
$42.8M -$3.67M 4 1.62% Reduced
480
SAM
Securian Asset Management
Minnesota
$42.4M -$3.09M 9 1.24% Reduced
481
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$42.3M +$643K 5 0.78% Increased
482
ACM
Argent Capital Management
Missouri
$41.9M -$36.6K 1 1.22% Reduced
483
Atria Investments
Atria Investments
North Carolina
$41.1M +$3.8M 4 0.57% Increased
484
WAM
WT Asset Management
Hong Kong
$41M +$7.54M 1 4.13% Increased
485
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$41M +$39.3M 1 1.22% Increased
486
Kennedy Capital Management
Kennedy Capital Management
Missouri
$40.9M -$5.86M 6 0.84% Reduced
487
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$40.8M -$1.03M 9 1.47% Reduced
488
VanEck Associates
VanEck Associates
New York
$40.8M +$6.81M 12 0.06% Increased
489
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$40.4M -$21.2M 8 0.18% Reduced
490
NPIC
Neumeier Poma Investment Counsel
California
$40.4M -$3.48M 1 3.71% Reduced
491
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$40.3M -$26.7M 5 0.95% Reduced
492
EQF
Evergreen Quality Fund
Cayman Islands
$40.3M +$35.2M 1 4.92% New
493
MFS
Mirabella Financial Services
United Kingdom
$40.2M +$33.5M 3 2.91% Increased
494
NPF
Norris Perne & French
Michigan
$40.2M -$223K 2 2.89% Reduced
495
Profund Advisors
Profund Advisors
Maryland
$40M +$917K 9 1.56% Increased
496
Mediolanum International Funds
Mediolanum International Funds
Ireland
$39.7M +$39.8M 4 0.64% New
497
VWA
Visionary Wealth Advisors
Illinois
$39.6M -$4.81M 4 2.67% Reduced
498
Saturna Capital
Saturna Capital
Washington
$39.5M +$217K 2 0.55% Increased
499
Ethic Inc
Ethic Inc
New York
$39.2M -$925K 8 0.99% Reduced
500
NIM
Northeast Investment Management
Massachusetts
$39.1M -$1.17M 2 1.92% Reduced