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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
626
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$93.9M -$9.76M 2 2.87% Reduced
627
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$93.2M +$3.7M 12 1.94% Increased
628
LI
Leeward Investments
Massachusetts
$92.5M -$2.36M 3 4.21% Reduced
629
Braun Stacey Associates
Braun Stacey Associates
New York
$92.3M -$4.89M 2 2.62% Reduced
630
First Financial Bankshares
First Financial Bankshares
Texas
$92.1M -$2.96M 4 1.72% Reduced
631
GIM
Goodlander Investment Management
Texas
$91.9M -$67.1M 3 27.75% Reduced
632
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$91.7M +$82.7M 2 0.62% New
633
Mission Wealth Management
Mission Wealth Management
California
$91.4M +$28.4M 10 1.12% Increased
634
CWA
Canvas Wealth Advisors
Kansas
$90.8M -$10.6M 5 12.67% Reduced
635
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$90.1M -$50.1M 11 2.11% Reduced
636
MLL
Moody Lynn & Lieberson
Massachusetts
$90M -$1.15M 5 4.75% Reduced
637
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$89.9M +$2.4M 7 0.56% Increased
638
Farther Finance Advisors
Farther Finance Advisors
California
$89.7M +$5.87M 35 0.7% Increased
639
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$89.6M +$51.4M 2 3.56% Increased
640
CC
Copos Capital
$89.5M +$84.6M 1 12.09% New
641
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership
United Kingdom
$89.1M +$13.2M 1 1.31% Increased
642
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$88.7M +$77.1M 1 1.37% New
643
Bleakley Financial Group
Bleakley Financial Group
New Jersey
$88.1M +$16.9M 6 1.12% Increased
644
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$87.5M +$61.3M 14 1.65% Increased
645
NIG
NFJ Investment Group
Texas
$87.3M +$2.93M 2 2.95% Increased
646
Vestmark Advisory Solutions
Vestmark Advisory Solutions
Massachusetts
$87.1M -$962K 17 0.82% Reduced
647
Encompass Capital Advisors
Encompass Capital Advisors
New York
$86.5M -$115M 4 3.08% Reduced
648
NZS Capital
NZS Capital
Colorado
$86.2M +$15.3M 1 2.24% Increased
649
Atreides Management
Atreides Management
Massachusetts
$85.9M +$1.38M 1 0.6% Increased
650
CCPM
Cooper Creek Partners Management
New York
$85.7M +$61.2M 4 2.03% Increased