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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
776
Empirical Finance
Empirical Finance
Pennsylvania
$25.6M +$457K 4 1.55% Increased
777
LI
LMCG Investments
Massachusetts
$25.5M +$5.37M 4 1.69% Increased
778
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$25.3M -$7.34M 5 0.64% Reduced
779
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$25.3M +$122K 2 0.4% Increased
780
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$25.2M -$222K 7 1.72% Reduced
781
USAA
United Services Automobile Association
Texas
$25.2M +$8.82M 11 0.78% Increased
782
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$25.1M -$1.74M 6 0.47% Reduced
783
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$25M +$4.28M 16 0.72% Increased
784
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$25M +$12.3M 6 0.44% Increased
785
Perigon Wealth Management
Perigon Wealth Management
California
$25M -$4.47M 5 0.64% Reduced
786
SCM
Stevens Capital Management
Pennsylvania
$24.8M +$30.5M 3 6.15% Increased
787
Brighton Jones LLC
Brighton Jones LLC
Washington
$24.7M -$665K 5 0.79% Reduced
788
SI
Symmetry Investments
Jersey
$24.6M +$9.08M 2 1.71% Increased
789
Guinness Asset Management
Guinness Asset Management
United Kingdom
$24.5M -$7.81M 3 0.47% Reduced
790
ZDA
Zweig-DiMenna Associates
New York
$24.5M -$17M 1 3.88% Reduced
791
Graham Capital Management
Graham Capital Management
Connecticut
$24.4M +$5.83M 13 0.43% Increased
792
FMI
F/M Investments
District of Columbia
$24.4M -$8.47M 3 0.97% Reduced
793
QIM
Quantitative Investment Management
Virginia
$24.4M -$1.16M 5 2.24% Reduced
794
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$24.3M -$5.04M 3 0.34% Reduced
795
FAS
Formuepleje A/S
Denmark
$24.3M +$6.75M 1 1.39% Increased
796
PIM
Plato Investment Management
Australia
$24.3M -$2.88M 5 2.04% Reduced
797
GAMH
Greenwoods Asset Management (HK)
Hong Kong
$24.2M +$9.12M 2 0.75% Increased
798
TS
Tamar Securities
California
$24M +$8.06M 2 3.26% Increased
799
BCCM
Black Cypress Capital Management
Florida
$24M +$868K 1 21.91% Increased
800
Lockheed Martin Investment Management
Lockheed Martin Investment Management
Maryland
$24M +$30.3M 3 0.98% New