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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
Richard C. Young & Co
Richard C. Young & Co
Rhode Island
$8.22M -$922K 1 1.48% Reduced
502
Karpus Investment Management
Karpus Investment Management
New York
$8.19M +$2.43M 1 0.31% Increased
503
SeaBridge Investment Advisors
SeaBridge Investment Advisors
New Jersey
$8.18M -$47.6K 4 2.79% Reduced
504
Natixis
Natixis
France
$8.17M +$902K 4 0.05% Increased
505
CA
Cullinan Associates
Kentucky
$8.17M +$471K 1 0.58% Increased
506
NEI
Northwest & Ethical Investments
Ontario, Canada
$8.14M -$2.41M 2 0.4% Reduced
507
PGM
Parian Global Management
New York
$8.12M -$1.41M 1 3.68% Reduced
508
RC
Roubaix Capital
Colorado
$8.12M +$5.21M 2 7.39% Increased
509
AMG National Trust Bank
AMG National Trust Bank
Colorado
$8.1M -$206K 3 0.47% Reduced
510
Osborne Partners Capital Management
Osborne Partners Capital Management
California
$8.06M +$44.1K 1 1.62% Increased
511
PineBridge Investments
PineBridge Investments
New York
$8.05M +$2.21M 6 0.13% Increased
512
Tocqueville Asset Management
Tocqueville Asset Management
New York
$8M -$1.76M 3 0.11% Reduced
513
Fiduciary Trust International
Fiduciary Trust International
Massachusetts
$7.97M -$1.62K 1 1.64% Reduced
514
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$7.97M +$424K 2 0.3% Increased
515
Rockefeller Capital Management
Rockefeller Capital Management
New York
$7.96M +$2.63M 10 0.11% Increased
516
HIM
HGC Investment Management
Ontario, Canada
$7.89M -$2.97M 1 1.43% Reduced
517
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$7.88M +$9.29K 1 0.43% Increased
518
Bridges Investment Management
Bridges Investment Management
Nebraska
$7.84M -$313K 2 0.3% Reduced
519
Westchester Capital Management (New York)
Westchester Capital Management (New York)
New York
$7.83M $0 1 0.3% Maintained
520
Nissay Asset Management
Nissay Asset Management
Japan
$7.82M +$334K 2 0.19% Increased
521
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$7.81M +$266K 5 0.02% Increased
522
Stephens Inc
Stephens Inc
Arkansas
$7.79M +$778K 3 0.17% Increased
523
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$7.76M -$687K 9 0.41% Reduced
524
United Services Automobile Association
United Services Automobile Association
Texas
$7.76M -$130M 1 0.1% Reduced
525
Uniplan Investment Counsel
Uniplan Investment Counsel
Wisconsin
$7.68M +$129K 1 0.48% Increased