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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
SCH
Shengqi Capital (HK)
Hong Kong
$54.4M +$47.4M 1 40.62% New
527
Meyer Handelman Company
Meyer Handelman Company
New York
$54.1M -$2.55M 4 1.83% Reduced
528
CA
Cornerstone Advisors
North Carolina
$53.9M +$6.21M 3 2.13% Increased
529
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$53.7M +$1.94M 8 0.78% Increased
530
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$53.5M +$1.18M 12 0.76% Increased
531
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$53.5M +$4.89M 4 2.37% Increased
532
TAM
Titleist Asset Management
Texas
$53.3M -$513K 3 7.68% Reduced
533
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$53.2M +$1.94M 2 0.18% Increased
534
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$53.1M +$1.02M 6 0.91% Increased
535
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$53M -$15.5M 5 1.34% Reduced
536
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$52.8M -$6.15M 9 1.75% Reduced
537
Atria Investments
Atria Investments
North Carolina
$52.8M -$183K 11 0.66% Reduced
538
SCP
Sandhill Capital Partners
New York
$52.8M +$8.36M 1 3.76% Increased
539
Citizens Financial Group
Citizens Financial Group
Rhode Island
$52.5M +$4.56M 5 1.06% Increased
540
Mizuho Markets Americas
Mizuho Markets Americas
New York
$52.3M +$33.2M 1 1.08% Increased
541
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$52.2M +$3.41M 12 0.93% Increased
542
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$52.2M -$6.02M 2 1.92% Reduced
543
River Road Asset Management
River Road Asset Management
Kentucky
$52.1M -$15.6M 2 0.68% Reduced
544
1832 Asset Management
1832 Asset Management
Ontario, Canada
$51.5M -$74.4M 4 0.04% Reduced
545
SteelPeak Wealth
SteelPeak Wealth
California
$51.5M +$6.75M 4 2.24% Increased
546
Capricorn Investment Group
Capricorn Investment Group
California
$51.3M $0 1 12.63% Maintained
547
SCM
Suvretta Capital Management
New York
$50.7M +$13.4M 1 1.62% Increased
548
PAR Capital Management
PAR Capital Management
Massachusetts
$50.3M $0 1 1.43% Maintained
549
Vident Advisory
Vident Advisory
Georgia
$49.8M -$4.43M 8 1.25% Reduced
550
DAM
Delta Asset Management
Tennessee
$49.8M -$720K 5 4.29% Reduced