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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
701
Country Trust Bank
Country Trust Bank
Illinois
$40.4M +$3.8M 4 1.01% Increased
702
SCM
Silvant Capital Management
Georgia
$40.3M -$33.3K 4 1.67% Reduced
703
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$40.2M -$5.03M 6 0.79% Reduced
704
PHM
Prospect Hill Management
New Jersey
$40M -$12.9K 1 17.58% Reduced
705
Howard Capital Management
Howard Capital Management
Georgia
$39.9M +$1.86M 4 0.62% Increased
706
Independent Financial Group
Independent Financial Group
California
$39.9M +$367K 8 1.32% Increased
707
Advisors Capital Management
Advisors Capital Management
New Jersey
$39.8M -$3.41M 4 0.63% Reduced
708
ACG
Aventail Capital Group
New York
$39.7M +$7.9M 4 2.03% Increased
709
Maverick Capital
Maverick Capital
Texas
$39.5M +$22.9M 3 0.71% Increased
710
HighPoint Advisor Group
HighPoint Advisor Group
Illinois
$39.4M +$209K 7 2.14% Increased
711
LGT Capital Partners
LGT Capital Partners
Switzerland
$39.2M +$366K 1 1.49% Increased
712
Reynders McVeigh Capital Management
Reynders McVeigh Capital Management
Massachusetts
$39.1M -$4.62M 1 2.06% Reduced
713
ACL
APEIRON Capital Ltd
Hong Kong
$39M +$15.9M 1 14.52% Increased
714
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$38.8M +$6.33M 1 1.09% Increased
715
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$38.8M +$178K 16 1.22% Increased
716
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$38.7M -$3.13M 4 1.16% Reduced
717
Sapient Capital
Sapient Capital
Indiana
$38.6M +$24.2M 4 0.74% Increased
718
Night Owl Capital Management
Night Owl Capital Management
Connecticut
$38.6M +$12.1M 1 4.98% Increased
719
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$38.5M +$2.73M 4 2.04% Increased
720
Tokio Marine Asset Management
Tokio Marine Asset Management
Japan
$38.4M +$1.15M 4 1.37% Increased
721
Global X Japan
Global X Japan
Japan
$38.3M -$24.1M 3 4.78% Reduced
722
Brighton Jones LLC
Brighton Jones LLC
Washington
$38.2M +$3.77M 5 1.1% Increased
723
Coldstream Capital Management
Coldstream Capital Management
Washington
$38.2M +$2.52M 11 0.81% Increased
724
Clearstead Advisors
Clearstead Advisors
Ohio
$38M +$200K 18 0.58% Increased
725
YCM
Yaupon Capital Management
New York
$37.9M -$36M 5 1.57% Reduced