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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
601
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$28.1M +$2.98M 4 0.76% Increased
602
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$28M -$2.99M 7 0.73% Reduced
603
PAIM
Punch & Associates Investment Management
Minnesota
$28M +$292K 1 1.64% Increased
604
Equitable Holdings
Equitable Holdings
New York
$28M +$2.53M 3 0.35% Increased
605
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$27.9M -$1.62M 5 0.98% Reduced
606
Alkeon Capital Management
Alkeon Capital Management
New York
$27.9M +$11.4M 1 0.06% Increased
607
Country Trust Bank
Country Trust Bank
Illinois
$27.7M +$1.67M 3 0.77% Increased
608
Oribel Capital Management
Oribel Capital Management
New York
$27.6M +$11.4M 1 1.83% Increased
609
NEI
Northwest & Ethical Investments
Ontario, Canada
$27.6M $0 3 0.85% Maintained
610
Perigon Wealth Management
Perigon Wealth Management
California
$27.5M -$1.24M 4 0.9% Reduced
611
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Missouri
$27.3M +$2.45M 4 0.32% Increased
612
Simplicity Solutions
Simplicity Solutions
Minnesota
$27.2M +$1.16M 6 0.74% Increased
613
Busey Bank
Busey Bank
Illinois
$27.2M +$600K 4 1.05% Increased
614
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$27.2M -$2.52M 5 1.72% Reduced
615
Brookstone Capital Management
Brookstone Capital Management
Illinois
$27.2M +$2.84M 3 0.53% Increased
616
Trexquant Investment
Trexquant Investment
Connecticut
$27M +$5.72M 13 0.61% Increased
617
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$27M -$6.99M 4 1.29% Reduced
618
Jefferies Financial Group
Jefferies Financial Group
New York
$27M +$3.95M 6 0.18% Increased
619
CC
Covalis Capital
United Kingdom
$27M +$18.6M 1 4.39% Increased
620
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$27M -$2.09M 8 0.48% Reduced
621
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$26.6M +$14M 5 1.17% Increased
622
Raymond James Trust
Raymond James Trust
Florida
$26.5M +$871K 7 0.7% Increased
623
SCM
Stonehill Capital Management
New York
$26.4M +$2.49M 1 51.9% Increased
624
HB
Hauser Brothers
Germany
$26.4M +$22.7M 1 22.13% New
625
FFL
Future Fund LLC
Illinois
$26.2M -$467K 2 72.26% Reduced