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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
526
PFM
Premier Fund Managers
United Kingdom
$45M +$5.06M 2 1.81% Increased
527
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$45M -$536K 7 0.17% Reduced
528
Scotia Capital
Scotia Capital
Ontario, Canada
$45M +$4.64M 7 0.26% Increased
529
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
$44.9M +$13.6M 10 0.9% Increased
530
Atria Investments
Atria Investments
North Carolina
$44.9M +$1.34M 10 0.58% Increased
531
Engineers Gate Manager
Engineers Gate Manager
New York
$44.9M +$14.1M 19 1.01% Increased
532
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$44.6M +$16.8M 3 0.63% Increased
533
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$44.6M +$16.4M 1 0.1% Increased
534
Boothbay Fund Management
Boothbay Fund Management
New York
$44.5M +$17.2M 13 1.05% Increased
535
ECM
Engle Capital Management
Connecticut
$44.2M +$13.9M 3 14.95% Increased
536
ACM
Alua Capital Management
New York
$44.2M +$40.9M 1 1.92% New
537
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$44.2M -$15.2M 12 0.67% Reduced
538
Saturna Capital
Saturna Capital
Washington
$43.9M +$4.45M 2 0.58% Increased
539
Voloridge Investment Management
Voloridge Investment Management
Florida
$43.9M -$14.6M 6 0.16% Reduced
540
GW&K Investment Management
GW&K Investment Management
Massachusetts
$43.8M -$19.9M 6 0.4% Reduced
541
Riverbridge Partners
Riverbridge Partners
Minnesota
$43.6M +$38.5M 1 0.59% New
542
VanEck Associates
VanEck Associates
New York
$43.4M -$343K 12 0.06% Reduced
543
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$43.4M +$10.1M 7 0.76% Increased
544
DG
DigitalBridge Group
Florida
$43.4M +$17.8M 2 3.73% Increased
545
VHAM
Van Hulzen Asset Management
California
$43.3M -$3.52M 3 2.9% Reduced
546
Hantz Financial Services
Hantz Financial Services
Michigan
$43.2M -$2.48M 10 0.83% Reduced
547
Capitolis Liquid Global Markets
Capitolis Liquid Global Markets
New York
$43.2M +$28.8M 1 0.53% Increased
548
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$42.5M +$17.3M 5 0.36% Increased
549
Citizens Financial Group
Citizens Financial Group
Rhode Island
$42.3M +$27.7M 5 0.94% Increased
550
Profund Advisors
Profund Advisors
Maryland
$42.2M -$1.98M 8 1.56% Reduced