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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
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$42.1M -$6.87M 5 1.23% Reduced
602
HB Wealth Management
HB Wealth Management
Georgia
$42M -$99.7M 9 0.35% Reduced
603
Allworth Financial
Allworth Financial
California
$42M +$2.03M 28 0.24% Increased
604
Americana Partners
Americana Partners
Texas
$42M +$1.68M 2 1.63% Increased
605
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$41.8M +$1.9M 8 0.49% Increased
606
Ariel Investments
Ariel Investments
Illinois
$41.8M +$855K 1 0.49% Increased
607
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$41.4M -$53.5M 2 0.99% Reduced
608
HCPC
Hamilton Capital Partners (Canada)
$41.2M +$8.07M 1 2.64% Increased
609
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$41.1M -$688K 2 0.15% Reduced
610
TIA
Traphagen Investment Advisors
New Jersey
$40.9M +$2.16M 4 4.27% Increased
611
Icahn Carl
Icahn Carl
Florida
$40.8M $0 1 0.54% Maintained
612
WhitTier Trust Company
WhitTier Trust Company
Nevada
$40.5M +$1.43M 12 1.02% Increased
613
Apollon Wealth Management
Apollon Wealth Management
South Carolina
$40.4M +$11.2M 4 0.89% Increased
614
Wolverine Trading
Wolverine Trading
Illinois
$40.2M +$22M 12 0.05% Increased
615
Davis Selected Advisers
Davis Selected Advisers
Arizona
$40.1M +$271K 1 0.23% Increased
616
Caprock Group
Caprock Group
Idaho
$39.8M +$6.16M 8 1.21% Increased
617
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$39.8M +$7.99M 6 0.68% Increased
618
GIA
Guyasuta Investment Advisors
Pennsylvania
$39.6M +$913K 6 2.59% Increased
619
SC
Strategy Capital
California
$39.5M -$2.3M 1 3.71% Reduced
620
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
$39.5M -$1.26M 4 3.17% Reduced
621
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$39.5M +$1.38M 7 0.74% Increased
622
DAM
Delta Asset Management
Tennessee
$39.5M -$767K 5 3.75% Reduced
623
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$39.4M -$38.4M 7 0.44% Reduced
624
Gradient Investments
Gradient Investments
Minnesota
$39.3M +$8.09M 3 0.79% Increased
625
TAMH
Taikang Asset Management (HK)
Hong Kong
$39.2M -$13.3M 2 5.34% Reduced