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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
Winton Group
Winton Group
United Kingdom
$6.96M +$4.57M 3 0.2% Increased
552
Martingale Asset Management
Martingale Asset Management
Massachusetts
$6.91M -$6.21M 5 0.1% Reduced
553
PEAK6 Group
PEAK6 Group
Illinois
$6.91M +$5.73M 7 0.04% Increased
554
Profund Advisors
Profund Advisors
Maryland
$6.89M -$286K 6 0.31% Reduced
555
Van Hulzen Asset Management
Van Hulzen Asset Management
California
$6.89M -$481 2 2.73% Reduced
556
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$6.87M +$260K 2 0.18% Increased
557
Gradient Investments
Gradient Investments
Minnesota
$6.86M +$226K 2 0.48% Increased
558
DZ Bank
DZ Bank
Germany
$6.84M -$1.38M 5 0.03% Reduced
559
Engineers Gate Manager
Engineers Gate Manager
New York
$6.73M +$4.36M 4 0.61% Increased
560
Davidson Investment Advisors
Davidson Investment Advisors
Montana
$6.72M -$318K 2 0.95% Reduced
561
Douglas Lane & Associates
Douglas Lane & Associates
New York
$6.69M -$1.12M 2 0.16% Reduced
562
IIA
IPG Investment Advisors
California
$6.65M -$830K 1 2.67% Reduced
563
KCM Investment Advisors
KCM Investment Advisors
California
$6.61M -$182K 3 0.41% Reduced
564
DCM
Divisar Capital Management
California
$6.59M +$1.01M 1 3.02% Increased
565
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$6.57M +$2.57M 1 0.25% Increased
566
2L
22NW LP
Washington
$6.56M -$1.61M 2 3.71% Reduced
567
Pacer Advisors
Pacer Advisors
Pennsylvania
$6.53M +$3.3M 7 0.65% Increased
568
Ancora Advisors
Ancora Advisors
Ohio
$6.53M +$659K 1 0.42% Increased
569
WesBanco Bank
WesBanco Bank
West Virginia
$6.52M -$210K 2 0.36% Reduced
570
PTB
Pioneer Trust Bank
Oregon
$6.51M -$36.8K 1 3.61% Reduced
571
MPAM
Monarch Partners Asset Management
Massachusetts
$6.5M +$6.22M 1 0.64% New
572
Eagle Asset Management
Eagle Asset Management
Florida
$6.49M -$22.5M 2 0.04% Reduced
573
GSA Capital Partners
GSA Capital Partners
United Kingdom
$6.48M +$1.03M 8 0.42% Increased
574
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.44M -$4.07M 5 0.06% Reduced
575
D.L. Carlson Investment Group
D.L. Carlson Investment Group
New Hampshire
$6.38M -$1.02M 2 1.88% Reduced