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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
576
Next Century Growth Investors
Next Century Growth Investors
Minnesota
$10.7M -$3.53M 1 1.12% Reduced
577
Artemis Investment Management
Artemis Investment Management
United Kingdom
$10.7M +$205K 1 0.13% Increased
578
Matrix Asset Advisors
Matrix Asset Advisors
New York
$10.7M -$4.27M 1 2.07% Reduced
579
CIM
Corbyn Investment Management
Maryland
$10.6M -$1.74M 3 5.57% Reduced
580
Smith Group Asset Management
Smith Group Asset Management
Texas
$10.5M +$8.17M 2 0.55% Increased
581
Martin Currie
Martin Currie
United Kingdom
$10.5M -$989K 1 0.54% Reduced
582
Emerald Advisers
Emerald Advisers
Pennsylvania
$10.5M -$321K 4 0.43% Reduced
583
Simplicity Solutions
Simplicity Solutions
Minnesota
$10.5M +$66.1K 4 0.19% Increased
584
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$10.4M -$69.1K 3 0.53% Reduced
585
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$10.3M +$380K 7 0.1% Increased
586
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$10.2M -$689K 2 0.37% Reduced
587
STCG
Speece Thorson Capital Group
Minnesota
$10.2M +$42.7K 2 2.71% Increased
588
Transform Wealth
Transform Wealth
Colorado
$10.2M +$427K 3 1.65% Increased
589
QVT Financial
QVT Financial
New York
$10.2M $0 1 1.25% Maintained
590
CPWM LLC
CPWM LLC
Washington
$10.1M -$622K 1 1.06% Reduced
591
Dean Investment Associates
Dean Investment Associates
Ohio
$10M -$462K 5 2.4% Reduced
592
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$10M -$84.9M 3 0.14% Reduced
593
TAM
Telemark Asset Management
Massachusetts
$10M +$1.51M 2 1.21% Increased
594
Vident Investment Advisory
Vident Investment Advisory
Georgia
$10M +$2.63M 6 0.5% Increased
595
SI
Sapience Investments
California
$10M +$2.69M 1 1.77% Increased
596
Cetera Advisors
Cetera Advisors
Colorado
$10M +$549K 2 0.37% Increased
597
Davidson Investment Advisors
Davidson Investment Advisors
Montana
$9.8M -$119K 1 1.05% Reduced
598
Allstate Corporation
Allstate Corporation
Illinois
$9.8M -$763K 3 0.32% Reduced
599
Banque Cantonale Vaudoise
Banque Cantonale Vaudoise
Switzerland
$9.8M -$4.98M 5 0.63% Reduced
600
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$9.8M +$93.9K 1 0.53% Increased