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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
Perigon Wealth Management
Perigon Wealth Management
California
$93.7M -$8.74M 12 1.7% Reduced
527
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$93.4M +$17.9M 3 0.71% Increased
528
OIMU
Osmosis Investment Management UK
United Kingdom
$93.3M -$12.3M 3 2.51% Reduced
529
Rathbones Group
Rathbones Group
United Kingdom
$93.2M -$16.1M 7 0.37% Reduced
530
WTA
Washington Trust Advisors
Massachusetts
$93.2M -$5.76M 4 7.54% Reduced
531
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$93.2M +$31.8M 11 0.74% Increased
532
Avanza Fonder
Avanza Fonder
Sweden
$92.9M -$898K 4 2.57% Reduced
533
NIM
NXG Investment Management
Texas
$92.4M -$9.42M 5 4.57% Reduced
534
Mizuho Securities USA
Mizuho Securities USA
New York
$92.4M -$19.9M 5 2.18% Reduced
535
Cresset Asset Management
Cresset Asset Management
Illinois
$92.3M +$2.38M 11 0.4% Increased
536
Defiance ETFs
Defiance ETFs
New York
$91.8M +$89M 14 1.32% New
537
NIM
Northeast Investment Management
Massachusetts
$91.7M +$6.53M 4 3.79% Increased
538
WIM
WIM Investment Management
Hong Kong
$90.4M -$14.1M 1 26.8% Reduced
539
SCA
Snowden Capital Advisors
New York
$89M +$1.72M 12 2.37% Increased
540
Banque Transatlantique
Banque Transatlantique
France
$89M +$47.6M 9 2.13% Increased
541
FDCP
Foster Dykema Cabot & Partners
Massachusetts
$88.6M -$1.09M 6 5.64% Reduced
542
Horizon Investments
Horizon Investments
North Carolina
$88.1M +$13.2M 14 0.99% Increased
543
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$87.9M -$4.05M 4 3.36% Reduced
544
Apollon Wealth Management
Apollon Wealth Management
South Carolina
$87.7M +$12.4M 9 1.42% Increased
545
Harvest Fund Management
Harvest Fund Management
China
$87.6M -$67M 8 3.73% Reduced
546
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$87.2M -$9.95M 15 0.74% Reduced
547
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$87.1M -$1.27M 5 2.76% Reduced
548
Susquehanna Portfolio Strategies
Susquehanna Portfolio Strategies
Pennsylvania
$86.9M -$1.73M 12 1.29% Reduced
549
Union Bancaire Privee
Union Bancaire Privee
Switzerland
$86.3M +$7.14M 7 1.2% Increased
550
Seven Grand Managers
Seven Grand Managers
New York
$86M +$62.2M 4 5.75% Increased