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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
851
Plato Investment Management
Plato Investment Management
Australia
$49.4M +$2.66M 6 2.82% Increased
852
Securian Asset Management
Securian Asset Management
Minnesota
$49.2M -$989K 10 1.77% Reduced
853
MA
Mutual Advisors
Nebraska
$49.2M +$3.21M 8 0.93% Increased
854
Empirical Finance
Empirical Finance
Pennsylvania
$49M +$1.87M 4 2.04% Increased
855
World Investment Advisors
World Investment Advisors
California
$48.9M -$3.98M 8 0.81% Reduced
856
CIP
Champlain Investment Partners
Vermont
$48.9M -$51.8M 2 1.26% Reduced
857
IFP Advisors
IFP Advisors
Florida
$48.9M +$1.43M 32 0.88% Increased
858
Harbour Investments
Harbour Investments
Wisconsin
$48.8M +$1.28M 34 0.66% Increased
859
Magnetar Financial
Magnetar Financial
Illinois
$48.7M +$36.4M 6 0.44% Increased
860
TimesSquare Capital Management
TimesSquare Capital Management
New York
$48.6M -$7.53M 3 0.71% Reduced
861
Davidson Investment Advisors
Davidson Investment Advisors
Montana
$48.6M +$12.5M 2 1.98% Increased
862
Port Capital
Port Capital
Illinois
$48.4M +$2.46M 1 1.97% Increased
863
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$48.4M +$14.5M 9 0.36% Increased
864
Ilex Capital Partners
Ilex Capital Partners
United Kingdom
$48.1M -$38.5M 1 0.99% Reduced
865
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$47.9M -$45.9M 3 1.35% Reduced
866
Mizuho Markets Cayman
Mizuho Markets Cayman
Cayman Islands
$47.7M +$41.6M 3 1.79% Increased
867
Motley Fool Asset Management
Motley Fool Asset Management
Virginia
$47.5M -$863K 4 1.83% Reduced
868
Emerald Investment Advisers
Emerald Investment Advisers
Pennsylvania
$47.4M +$11M 6 3.15% Increased
869
Principal Securities
Principal Securities
Iowa
$47.3M +$1.47M 13 0.57% Increased
870
Kentucky Retirement Systems Insurance Trust Fund
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$47.3M -$342K 5 2.83% Reduced
871
Longaeva Partners
Longaeva Partners
Illinois
$46.8M +$2.31M 7 1.02% Increased
872
Portolan Capital Management
Portolan Capital Management
Massachusetts
$46.8M -$54.2M 3 1.75% Reduced
873
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$46.8M -$1.22M 21 1.21% Reduced
874
Belvedere Trading
Belvedere Trading
Illinois
$46.6M +$43.5M 3 0.05% Increased
875
Palisade Capital Management
Palisade Capital Management
New Jersey
$46.6M -$15.2M 5 2.03% Reduced