← All themes

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
676
Winton Group
Winton Group
United Kingdom
$80.8M -$17M 15 2.62% Reduced
677
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$79.8M +$5.68M 17 1.33% Increased
678
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$79.7M +$8.45M 6 1.05% Increased
679
BCP
Blue Chip Partners
Michigan
$79.6M -$1.66M 3 5.03% Reduced
680
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$78.5M -$762K 25 2.09% Reduced
681
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$78.3M -$8.37M 2 0.28% Reduced
682
WesBanco Bank
WesBanco Bank
West Virginia
$78.2M -$1.15M 9 1.95% Reduced
683
Fideuram Asset Management (Ireland)
Fideuram Asset Management (Ireland)
$78.1M +$58.7M 8 1.48% Increased
684
NA
Navellier & Associates
Nevada
$78.1M +$12.9M 8 6.18% Increased
685
Moran Wealth Management
Moran Wealth Management
Florida
$77.8M -$6.28M 11 2.12% Reduced
686
Nicholas Company
Nicholas Company
Wisconsin
$77.7M +$514K 1 1.42% Increased
687
Parallel Advisors
Parallel Advisors
California
$77.4M +$4.67M 26 1.18% Increased
688
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$77.2M +$2.12M 9 1.46% Increased
689
ALPS Advisors
ALPS Advisors
Colorado
$77.1M +$27.4M 21 0.36% Increased
690
CSM Advisors
CSM Advisors
Pennsylvania
$76.9M -$7.41M 6 1.64% Reduced
691
DLP
De Lisle Partners
United Kingdom
$76.6M +$2.34M 3 8.36% Increased
692
Vaughan David Investments
Vaughan David Investments
Illinois
$76.2M -$734K 4 1.52% Reduced
693
MIM
Meridiem Investment Management
United Kingdom
$75.9M +$72.9M 2 2.04% Increased
694
Hantz Financial Services
Hantz Financial Services
Michigan
$75.1M -$1.05M 19 1.02% Reduced
695
Choreo LLC
Choreo LLC
Illinois
$75M +$309K 16 0.82% Increased
696
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$74.8M +$1.23M 4 0.91% Increased
697
Prospera Financial Services
Prospera Financial Services
Texas
$74.7M +$3.5M 10 1.08% Increased
698
TAMH
Taikang Asset Management (HK)
Hong Kong
$74.6M +$5.51M 2 6.79% Increased
699
Profund Advisors
Profund Advisors
Maryland
$74.6M +$3.67M 15 2.05% Increased
700
ALMGDA
AG2R La Mondiale Gestion d'Actifs
France
$74.2M +$7.04M 5 2.69% Increased