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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
676
LCG
Lisanti Capital Growth
New York
$17.1M +$6.19M 4 2.39% Increased
677
AJ
Ashburton (Jersey)
Jersey
$17.1M +$16.6M 2 7.95% New
678
ING Group
ING Group
Netherlands
$17.1M -$8.12M 4 0.17% Reduced
679
Vestcor Inc
Vestcor Inc
New Brunswick, Canada
$17M -$4.72M 7 0.62% Reduced
680
Andra AP-fonden
Andra AP-fonden
Sweden
$17M -$1.59M 4 0.44% Reduced
681
AIM
Atlantic Investment Management
New York
$17M +$16.5M 1 9.17% New
682
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$16.9M +$2.49M 1 1.24% Increased
683
Greenleaf Trust
Greenleaf Trust
Michigan
$16.9M +$2.33M 7 0.19% Increased
684
FANJ
Financial Architects (New Jersey)
New Jersey
$16.7M +$52.6K 3 2.69% Increased
685
Caprock Group
Caprock Group
Idaho
$16.7M +$7.49M 5 1.29% Increased
686
QF
QVT Financial
New York
$16.7M $0 1 0.82% Maintained
687
BCV
Banque Cantonale Vaudoise
Switzerland
$16.5M -$176K 9 0.81% Reduced
688
Coldstream Capital Management
Coldstream Capital Management
Washington
$16.5M +$590K 8 0.55% Increased
689
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$16.4M +$1.31M 4 0.44% Increased
690
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
$16.4M +$2.22M 5 0.65% Increased
691
ACJ
Autonomy Capital (Jersey)
Jersey
$16.4M +$10.5M 2 23.39% Increased
692
MAM
Mark Asset Management
New York
$16.2M -$8.23M 1 2.97% Reduced
693
Sit Investment Associates
Sit Investment Associates
Minnesota
$16.2M -$647K 5 0.44% Reduced
694
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$16.2M +$1.68M 4 0.19% Increased
695
KA
Kintegral Advisory
New York
$16.2M -$738K 2 2.09% Reduced
696
RIA
RPG Investment Advisory
California
$16.2M -$23.1K 2 2.85% Reduced
697
Vestmark Advisory Solutions
Vestmark Advisory Solutions
Massachusetts
$16.1M +$2.69M 5 0.7% Increased
698
PA
Pantechnicon Advisors
United Kingdom
$16.1M -$12.1M 1 6.51% Reduced
699
WMC
Westwood Management Corporation
Illinois
$16M -$4.41M 2 2.04% Reduced
700
FAS
Formuepleje A/S
Denmark
$16M +$493K 2 1.17% Increased