← 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
River Road Asset Management
River Road Asset Management
Kentucky
$59.7M -$91.1M 2 0.65% Reduced
677
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$59.6M +$55.5M 1 0.23% New
678
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$59.5M +$2.2M 6 0.99% Increased
679
Allianz
Allianz
Germany
$59.5M -$554K 5 0.77% Reduced
680
Life Cycle Investment Partners
Life Cycle Investment Partners
$59.4M +$58.6M 1 0.42% New
681
Night Owl Capital Management
Night Owl Capital Management
Connecticut
$59.1M +$861K 1 6.48% Increased
682
J. Stern & Co
J. Stern & Co
United Kingdom
$59M -$17.1M 1 5.03% Reduced
683
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$59M +$19.5M 7 0.86% Increased
684
Aquatic Capital Management
Aquatic Capital Management
Illinois
$58.8M -$68.7M 13 1.67% Reduced
685
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$58.7M -$3.05M 8 1.22% Reduced
686
North Dakota State Investment Board
North Dakota State Investment Board
North Dakota
$58.5M +$58M 9 2.18% New
687
Tokio Marine Asset Management
Tokio Marine Asset Management
Japan
$58.4M +$1.07M 5 2.01% Increased
688
Parallel Advisors
Parallel Advisors
California
$58.2M +$988K 29 1.06% Increased
689
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$58.1M +$27M 6 0.83% Increased
690
Braun Stacey Associates
Braun Stacey Associates
New York
$58M -$3.11M 3 1.88% Reduced
691
TIA
Traphagen Investment Advisors
New Jersey
$57.8M +$1.2M 4 4.76% Increased
692
Visionary Wealth Advisors
Visionary Wealth Advisors
Illinois
$57.7M +$26.6K 7 2.6% Increased
693
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$57.7M +$4.57M 8 1.2% Increased
694
CA
Cornerstone Advisors
North Carolina
$57.6M -$23.9M 3 1.92% Reduced
695
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$57.4M +$168K 8 0.67% Increased
696
Vaughan David Investments
Vaughan David Investments
Illinois
$57.3M -$1.2M 4 1.25% Reduced
697
Empirical Wealth Management
Empirical Wealth Management
Washington
$57.3M +$6.86M 8 1.02% Increased
698
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$57.3M -$5.79M 4 0.92% Reduced
699
Van Hulzen Asset Management
Van Hulzen Asset Management
California
$57.1M -$11K 4 4.19% Reduced
700
Summit Financial
Summit Financial
New Jersey
$56.9M +$2.57M 8 0.84% Increased