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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
AAM
ACK Asset Management
Connecticut
$107M -$83.1M 3 13.45% Reduced
477
Citizens Financial Group
Citizens Financial Group
Rhode Island
$107M +$3.71M 6 1.47% Increased
478
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$106M -$24.8M 4 0.81% Reduced
479
Wolverine Trading
Wolverine Trading
Illinois
$106M -$44.7M 15 0.08% Reduced
480
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$105M +$1.14M 7 0.93% Increased
481
Samlyn Capital
Samlyn Capital
New York
$105M +$25.4M 2 1.44% Increased
482
Sterling Capital Management
Sterling Capital Management
North Carolina
$104M -$14.6M 27 1.53% Reduced
483
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$104M -$20.3M 4 1.15% Reduced
484
Ancora Advisors
Ancora Advisors
Ohio
$104M -$8.08M 12 2.08% Reduced
485
Huntington National Bank
Huntington National Bank
Ohio
$104M -$2.77M 21 0.64% Reduced
486
CI Investments Inc
CI Investments Inc
Ontario, Canada
$104M -$29.1M 12 0.38% Reduced
487
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$104M -$1.02M 5 2.87% Reduced
488
Vident Advisory
Vident Advisory
Georgia
$103M +$3.07M 12 0.99% Increased
489
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$103M +$3.93M 11 1.2% Increased
490
BCM
Bornite Capital Management
New York
$102M +$18.3M 2 9.47% Increased
491
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$101M +$57.8M 2 3.49% Increased
492
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$101M +$7.23M 7 1.33% Increased
493
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$100M -$5.71M 3 3.45% Reduced
494
First Financial Bankshares
First Financial Bankshares
Texas
$100M +$6.49K 4 2.06% Increased
495
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$100M +$11.5M 4 0.54% Increased
496
APG Asset Management
APG Asset Management
Netherlands
$99.8M +$1.01M 3 0.28% Increased
497
ABN AMRO Bank
ABN AMRO Bank
Netherlands
$99M +$80.2M 4 0.97% Increased
498
IHT Wealth Management
IHT Wealth Management
Illinois
$98.3M +$3.27M 7 2.49% Increased
499
Homestead Advisers
Homestead Advisers
Virginia
$97.9M -$1.78M 1 2.33% Reduced
500
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$97.8M +$31.9M 6 0.7% Increased