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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
MAI Capital Management
MAI Capital Management
Ohio
$65.5M +$988K 19 0.49% Increased
477
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$64.8M -$6.29M 3 0.4% Reduced
478
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$64.8M -$4.89M 2 2.91% Reduced
479
Citizens Financial Group
Citizens Financial Group
Rhode Island
$64.7M +$7.24M 5 1.28% Increased
480
Vident Advisory
Vident Advisory
Georgia
$64.7M +$36.1M 9 0.95% Increased
481
Driehaus Capital Management
Driehaus Capital Management
Illinois
$64.6M -$41.7M 4 0.62% Reduced
482
Kennedy Capital Management
Kennedy Capital Management
Missouri
$64.6M +$25.5M 11 1.54% Increased
483
Metis Global Partners
Metis Global Partners
California
$64.6M +$8.28M 5 1.82% Increased
484
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$64M -$6.42M 7 0.52% Reduced
485
GW&K Investment Management
GW&K Investment Management
Massachusetts
$63.8M +$34.3M 10 0.59% Increased
486
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$63.6M +$9.37M 9 0.62% Increased
487
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$63.6M +$9.37M 9 0.62% Increased
488
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$63.3M +$3.35M 11 0.89% Increased
489
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
$62.9M +$5.04M 7 1.05% Increased
490
Heard Capital LLC
Heard Capital LLC
Illinois
$62.8M -$1.22M 1 3.73% Reduced
491
VanEck Associates
VanEck Associates
New York
$62.7M -$28M 10 0.08% Reduced
492
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$62.4M +$21.7M 4 0.63% Increased
493
JSC
J. Stern & Co
United Kingdom
$61M +$6.16M 1 5.84% Increased
494
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$60.8M -$16.2M 3 1.21% Reduced
495
First Financial Bankshares
First Financial Bankshares
Texas
$60.7M +$877K 2 1.31% Increased
496
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$60.7M -$4.85M 1 1.95% Reduced
497
Chilton Capital Management
Chilton Capital Management
Texas
$60.4M -$1.64M 4 2.6% Reduced
498
YCM
Yaupon Capital Management
New York
$60.3M +$32.9M 2 3.09% Increased
499
iA Global Asset Management
iA Global Asset Management
Quebec, Canada
$60.2M -$8.11M 4 1.04% Reduced
500
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$59.3M -$858K 5 2.06% Reduced