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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
Horizon Investments
Horizon Investments
North Carolina
$73.6M -$6.17M 11 0.93% Reduced
602
Global Retirement Partners
Global Retirement Partners
California
$73.6M +$10.8M 24 1.31% Increased
603
IEFM
IQ EQ Fund Management
Ireland
$73.4M -$2.97M 8 5.06% Reduced
604
Homestead Advisers
Homestead Advisers
Virginia
$73.4M -$11.1M 1 1.94% Reduced
605
KI
KTF Investments
California
$73.3M +$72.3M 1 12.04% New
606
FDCP
Foster Dykema Cabot & Partners
Massachusetts
$73.3M -$6.43M 6 4.5% Reduced
607
ZDA
Zweig-DiMenna Associates
New York
$73.1M +$8.17M 5 4.54% Increased
608
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership
United Kingdom
$73M +$32.7M 1 1.27% Increased
609
EFG International
EFG International
$72.5M +$73.7M 8 1.4% New
610
Apollon Wealth Management
Apollon Wealth Management
South Carolina
$72.5M +$1.44M 9 1.26% Increased
611
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$72.5M +$28.8M 5 1.74% Increased
612
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$72M +$53.1M 1 0.91% Increased
613
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$71.1M -$8.65M 1 2.05% Reduced
614
Engineers Gate Manager
Engineers Gate Manager
New York
$71.1M +$19.8M 20 0.84% Increased
615
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$71M +$17.6M 1 0.23% Increased
616
Chicago Capital
Chicago Capital
Illinois
$70.5M +$10.4M 6 1.74% Increased
617
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$70.2M +$2.98M 9 0.49% Increased
618
HUB Investment Partners
HUB Investment Partners
Texas
$69.7M +$5.89M 6 1.81% Increased
619
Laird Norton Wetherby Trust Company
Laird Norton Wetherby Trust Company
Washington
$69.6M +$69.4M 9 1.45% New
620
Saturna Capital
Saturna Capital
Washington
$68.7M +$356K 4 0.91% Increased
621
SteelPeak Wealth
SteelPeak Wealth
California
$68.6M +$3.13M 7 2.24% Increased
622
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$68.5M +$7.16M 12 0.84% Increased
623
Vestmark Advisory Solutions
Vestmark Advisory Solutions
Massachusetts
$68.2M +$21M 10 0.92% Increased
624
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$68.2M -$2.89M 8 0.4% Reduced
625
Perfromance Wealth Partners
Perfromance Wealth Partners
Illinois
$68.1M +$1.99M 4 1.85% Increased