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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
726
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$37.6M -$48.3M 7 0.24% Reduced
727
Parallel Advisors
Parallel Advisors
California
$37.6M +$2.77M 22 0.85% Increased
728
Empirical Finance
Empirical Finance
Pennsylvania
$37.5M +$369K 4 2.17% Increased
729
Plato Investment Management
Plato Investment Management
Australia
$37.4M +$5.27M 6 2.75% Increased
730
AIC
AWM Investment Company
New York
$37.3M -$5.67M 1 4.54% Reduced
731
Merit Financial Group
Merit Financial Group
Georgia
$37.1M +$9.25M 8 0.67% Increased
732
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$36.8M +$1.08M 3 0.49% Increased
733
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
$36.8M -$28.5M 1 0.02% Reduced
734
Moors & Cabot
Moors & Cabot
Massachusetts
$36.7M +$2.91M 7 1.74% Increased
735
SCH
Shengqi Capital (HK)
Hong Kong
$36.6M -$37.8M 1 22.22% Reduced
736
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers
Washington
$36.5M +$6.83M 2 0.85% Increased
737
Quantitative Investment Management
Quantitative Investment Management
Virginia
$36.4M +$22.5M 1 2.73% Increased
738
BOK Financial
BOK Financial
Oklahoma
$36.4M +$462K 5 0.61% Increased
739
Bourgeon Capital Management
Bourgeon Capital Management
Connecticut
$36.3M -$283K 4 6.79% Reduced
740
Discovery Capital Management
Discovery Capital Management
Connecticut
$36.2M +$34.5M 2 2.46% New
741
DigitalBridge Group
DigitalBridge Group
Florida
$36.2M +$11.5M 1 2.59% Increased
742
General American Investors
General American Investors
New York
$36.2M $0 1 2.51% Maintained
743
Encompass Capital Advisors
Encompass Capital Advisors
New York
$36.2M -$58M 1 1.36% Reduced
744
Connors Investor Services
Connors Investor Services
Pennsylvania
$36.1M -$3.31M 3 3.39% Reduced
745
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$36.1M +$2.79M 7 0.7% Increased
746
Lingotto Investment Management
Lingotto Investment Management
United Kingdom
$35.9M $0 1 0.96% Maintained
747
Renaissance Group
Renaissance Group
Kentucky
$35.9M -$1.7M 1 1.49% Reduced
748
SCM
Scopia Capital Management
New York
$35.8M +$17.6M 1 3.78% Increased
749
Alerus Financial
Alerus Financial
North Dakota
$35.7M -$1.27M 3 2.74% Reduced
750
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership
United Kingdom
$35.7M +$28.5M 1 0.7% New