← All themes

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
Advisor Partners II
Advisor Partners II
California
$29.7M +$4.23M 8 1.19% Increased
552
Scotia Capital
Scotia Capital
Ontario, Canada
$29.6M +$381K 5 0.21% Increased
553
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$29.6M +$26.8M 2 0.66% Increased
554
Aristotle Atlantic Partners
Aristotle Atlantic Partners
Florida
$29.6M -$234K 2 1.18% Reduced
555
First Eagle Investment Management
First Eagle Investment Management
New York
$29.5M +$8.2M 4 0.08% Increased
556
Merewether Investment Management
Merewether Investment Management
Texas
$29.4M -$7.56M 3 1.78% Reduced
557
Mission Wealth Management
Mission Wealth Management
California
$29.3M +$877K 3 1.09% Increased
558
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$29.3M +$49.4K 13 1.15% Increased
559
Synovus Financial
Synovus Financial
Georgia
$29.2M -$5.09M 6 0.33% Reduced
560
MYAM
Meiji Yasuda Asset Management
Japan
$29.1M +$3.17M 3 1.36% Increased
561
KOCAA
Knights of Columbus Asset Advisors
Connecticut
$29M +$3.61M 5 2.65% Increased
562
KRSITF
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$28.9M +$738K 3 2.26% Increased
563
Perigon Wealth Management
Perigon Wealth Management
California
$28.8M -$3.56M 4 1.17% Reduced
564
Independent Financial Group
Independent Financial Group
California
$28.7M +$5.62M 3 1.87% Increased
565
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$28.7M +$21.9M 2 1.76% Increased
566
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$28.4M +$680K 3 0.77% Increased
567
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$28.3M -$4.78M 9 0.69% Reduced
568
PFM
Privium Fund Management
Netherlands
$28.3M +$6.68M 1 8.41% Increased
569
AIM
Atlantic Investment Management
New York
$28.2M +$7.9M 1 14.04% Increased
570
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$28.1M +$6.55M 4 0.65% Increased
571
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$27.9M +$3.73M 6 0.56% Increased
572
AT
Avalon Trust
New Mexico
$27.8M -$6.12M 4 2.75% Reduced
573
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$27.7M +$12.9M 3 0.46% Increased
574
PI
PFG Investments
New York
$27.5M +$37.4K 6 5.15% Increased
575
AF
Alerus Financial
North Dakota
$27.4M +$4.09M 3 2.43% Increased