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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
501
Conning Inc
Conning Inc
Connecticut
$8.96M -$627K 2 0.29% Reduced
502
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$8.94M +$1.01M 5 0.1% Increased
503
WIM
Wilen Investment Management
Florida
$8.89M -$135K 2 6.08% Reduced
504
AFAM Capital
AFAM Capital
Texas
$8.86M -$148K 1 0.97% Reduced
505
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan
Michigan
$8.86M +$137K 9 0.43% Increased
506
SeaBridge Investment Advisors
SeaBridge Investment Advisors
New Jersey
$8.79M -$100K 3 1.97% Reduced
507
Virtu Financial
Virtu Financial
New York
$8.78M +$169K 6 0.47% Increased
508
Brown Advisory
Brown Advisory
Maryland
$8.77M +$493K 8 0.03% Increased
509
Moors & Cabot
Moors & Cabot
Massachusetts
$8.72M +$177K 4 1.15% Increased
510
Bahl & Gaynor
Bahl & Gaynor
Ohio
$8.72M +$8.66K 3 0.1% Increased
511
EP
Elkfork Partners
Oregon
$8.7M -$4.06M 7 0.23% Reduced
512
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$8.67M +$1.43M 9 0.51% Increased
513
Gradient Investments
Gradient Investments
Minnesota
$8.64M +$664K 4 0.47% Increased
514
GAMCO Investors
GAMCO Investors
Connecticut
$8.6M -$336K 4 0.06% Reduced
515
Dean Investment Associates
Dean Investment Associates
Ohio
$8.58M +$2.35M 3 1.27% Increased
516
Nissay Asset Management
Nissay Asset Management
Japan
$8.56M -$339K 2 0.27% Reduced
517
Synovus Financial
Synovus Financial
Georgia
$8.54M +$2.08M 5 0.14% Increased
518
Steigerwald Gordon & Koch
Steigerwald Gordon & Koch
Virginia
$8.51M -$243K 1 2.38% Reduced
519
Carmignac Gestion
Carmignac Gestion
France
$8.47M -$2.03M 1 0.06% Reduced
520
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$8.42M +$183K 1 0.68% Increased
521
EA
Evanston Advisors
Illinois
$8.42M -$52.9K 1 1.96% Reduced
522
ClariVest Asset Management
ClariVest Asset Management
California
$8.4M -$2.36M 2 0.14% Reduced
523
Delta Asset Management
Delta Asset Management
Tennessee
$8.4M +$70.3K 5 1.25% Increased
524
Lowe Brockenbrough & Co
Lowe Brockenbrough & Co
Virginia
$8.34M +$58.1K 2 1.23% Increased
525
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$8.28M -$19.7K 5 1.82% Reduced