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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
KOCAA
Knights of Columbus Asset Advisors
Connecticut
$19.4M -$2.52M 4 1.79% Reduced
552
CTC
Chai Trust Company
Illinois
$19.4M $0 1 1.7% Maintained
553
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$19M -$160K 7 0.25% Reduced
554
CI
Cigna Investments
Connecticut
$19M -$2.64M 4 1.35% Reduced
555
Cetera Advisors
Cetera Advisors
Colorado
$19M +$4.96M 3 0.45% Increased
556
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$18.9M -$3.58M 3 0.78% Reduced
557
DP
DDD Partners
Washington
$18.8M +$571K 1 2.86% Increased
558
DA
Duality Advisers
Florida
$18.7M +$15.5M 4 1.66% Increased
559
Driehaus Capital Management
Driehaus Capital Management
Illinois
$18.6M +$4.32M 3 0.25% Increased
560
TCM
Tributary Capital Management
Nebraska
$18.6M -$896K 3 1.41% Reduced
561
Meag Munich Ergo
Meag Munich Ergo
Germany
$18.6M +$371K 2 1.79% Increased
562
Highbridge Capital Management
Highbridge Capital Management
New York
$18.5M +$18.5M 1 0.51% New
563
KTA
Keeley-Teton Advisors
Illinois
$18.2M +$36.5K 4 1.92% Increased
564
Barings
Barings
North Carolina
$18M +$11.4M 3 0.42% Increased
565
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$17.9M -$13.5M 10 0.2% Reduced
566
Vestcor Inc
Vestcor Inc
New Brunswick, Canada
$17.8M -$1.51M 7 0.6% Reduced
567
PFC
Phocas Financial Corp
California
$17.7M -$693K 3 2.23% Reduced
568
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$17.7M -$1.05M 8 0.79% Reduced
569
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$17.6M +$5.12M 3 0.87% Increased
570
EIP
Easterly Investment Partners
Massachusetts
$17.6M +$808K 2 2.07% Increased
571
Eventide Asset Management
Eventide Asset Management
Massachusetts
$17.5M +$17.3M 1 0.24% New
572
PDM
Penn Davis McFarland
Texas
$17.5M -$65.5K 2 3.06% Reduced
573
QIM
Quantitative Investment Management
Virginia
$17.5M +$5.39M 4 1.58% Increased
574
Avantax Advisory Services
Avantax Advisory Services
Texas
$17.4M +$1.37M 5 0.32% Increased
575
Saba Capital Management
Saba Capital Management
New York
$17.4M +$8.55M 3 0.5% Increased