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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
Mizuho Markets Americas
Mizuho Markets Americas
New York
$85.9M +$80.8M 2 1.66% Increased
552
SB Investment Advisers (UK)
SB Investment Advisers (UK)
United Kingdom
$85.4M $0 1 0.85% Maintained
553
Optiver Holding
Optiver Holding
Netherlands
$85.4M +$83.4M 13 0.03% Increased
554
CCPM
Cooper Creek Partners Management
New York
$85.4M -$7.92M 3 3.86% Reduced
555
AAM
AMI Asset Management
California
$85.2M -$2.17M 2 4.83% Reduced
556
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$84.8M +$68.5M 2 0.5% Increased
557
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$84.8M +$3.17M 2 2.82% Increased
558
SPC
Stony Point Capital
New York
$84.4M +$2.09M 1 6.19% Increased
559
Cantor Fitzgerald
Cantor Fitzgerald
New York
$84.3M -$95.6M 1 1.28% Reduced
560
Susquehanna Portfolio Strategies
Susquehanna Portfolio Strategies
Pennsylvania
$84.1M -$6.79M 12 1.3% Reduced
561
Pinnacle Associates
Pinnacle Associates
New York
$83.3M +$2.24M 8 1.07% Increased
562
WAM
WT Asset Management
Hong Kong
$83.1M +$72.7M 2 3.3% Increased
563
GF
Greenhouse Funds
Maryland
$82.1M +$1.9M 1 2.97% Increased
564
Brookstone Capital Management
Brookstone Capital Management
Illinois
$82.1M -$1.08M 5 0.94% Reduced
565
AustralianSuper
AustralianSuper
Australia
$82.1M +$11.4M 1 0.38% Increased
566
Caprock Group
Caprock Group
Idaho
$81.9M +$9.78M 9 1.73% Increased
567
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$81.5M -$14.7M 4 0.89% Reduced
568
1SP
140 Summer Partners
New York
$81.4M -$1.84M 1 6.01% Reduced
569
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$81.3M -$65.3M 1 1.56% Reduced
570
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$80.5M +$673K 4 1.05% Increased
571
GIM
Goodlander Investment Management
Texas
$80.3M -$368K 3 30.65% Reduced
572
AIP
ARS Investment Partners
New York
$79.7M -$865K 6 4.66% Reduced
573
HB Wealth Management
HB Wealth Management
Georgia
$79.5M +$3.82M 10 0.51% Increased
574
AHC
Adell Harriman & Carpenter
Texas
$79.5M +$4.17M 4 4.75% Increased
575
Sapient Capital
Sapient Capital
Indiana
$79.5M +$992K 6 1.12% Increased