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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
551
Pinnacle Associates
Pinnacle Associates
New York
$117M +$1.06M 9 1.28% Increased
552
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$117M -$999K 4 3.19% Reduced
553
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$117M +$1.33M 5 2.3% Increased
554
Saudi Central Bank
Saudi Central Bank
Saudi Arabia
$116M +$51.8M 5 1.53% Increased
555
Merit Financial Group
Merit Financial Group
Georgia
$116M +$10.5M 17 0.71% Increased
556
Needham Investment Management
Needham Investment Management
New York
$116M +$18M 7 3.48% Increased
557
Old Mission Capital
Old Mission Capital
Illinois
$115M +$57.5M 3 1.83% Increased
558
Simplex Trading
Simplex Trading
Illinois
$115M +$69.7M 30 0.07% Increased
559
Caprock Group
Caprock Group
Idaho
$115M +$30M 11 2.2% Increased
560
Neville Rodie & Shaw
Neville Rodie & Shaw
New York
$115M -$6.89M 5 7.43% Reduced
561
Perigon Wealth Management
Perigon Wealth Management
California
$114M +$3.83M 13 1.8% Increased
562
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$114M +$78.3M 5 2.83% Increased
563
Artemis Investment Management
Artemis Investment Management
United Kingdom
$114M -$247M 1 1.01% Reduced
564
Soros Fund Management
Soros Fund Management
New York
$114M +$66.3M 6 1.39% Increased
565
Whittier Trust
Whittier Trust
California
$113M +$220K 8 1.11% Increased
566
TIAA Wealth Investment Management
TIAA Wealth Investment Management
New York
$113M +$16.3M 6 0.76% Increased
567
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$113M +$45.9K 4 0.57% Increased
568
Concurrent Investment Advisors
Concurrent Investment Advisors
Florida
$113M +$36.3M 14 0.96% Increased
569
Voloridge Investment Management
Voloridge Investment Management
Florida
$113M -$508M 8 0.48% Reduced
570
Castleark Management
Castleark Management
Illinois
$112M +$13.8M 11 3.03% Increased
571
Brookstone Capital Management
Brookstone Capital Management
Illinois
$112M +$13.8M 7 1.12% Increased
572
Horizon Investments
Horizon Investments
North Carolina
$111M +$995K 15 1.22% Increased
573
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$110M +$3.98M 14 0.84% Increased
574
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$110M +$9.29M 15 1.88% Increased
575
Granahan Investment Management
Granahan Investment Management
Massachusetts
$109M -$25.3M 3 3.89% Reduced