← 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
126
AIG
American International Group
New York
$80.2M +$10.5M 19 0.32% Increased
127
SEI Investments
SEI Investments
Pennsylvania
$79.6M -$1.07M 13 0.2% Reduced
128
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$77.6M +$8.65M 3 0.2% Increased
129
SEP
Soma Equity Partners
California
$77.1M +$10.6M 1 5.45% Increased
130
Envestnet Asset Management
Envestnet Asset Management
Illinois
$76.8M +$4.02M 15 0.08% Increased
131
Regions Financial Corp
Regions Financial Corp
Alabama
$76M +$1.08M 6 0.84% Increased
132
Sterling Capital Management
Sterling Capital Management
North Carolina
$75.7M -$5.73M 5 0.72% Reduced
133
Miller Howard Investments
Miller Howard Investments
New York
$75.6M -$5.37M 2 2.36% Reduced
134
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$74.4M +$10.9M 1 1.83% Increased
135
LPC
Lion Point Capital
New York
$73.6M +$877K 1 8.21% Increased
136
SCCM
Schafer Cullen Capital Management
New York
$71.6M -$3.52M 3 0.86% Reduced
137
Canada Life
Canada Life
Manitoba, Canada
$70.8M -$22M 3 0.17% Reduced
138
Adage Capital Partners
Adage Capital Partners
Massachusetts
$70.4M +$38.9M 2 0.17% Increased
139
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$70.4M +$11.3M 8 0.27% Increased
140
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$69.7M -$113K 1 0.51% Reduced
141
ORIO
Old Republic International (ORI)
Illinois
$69M $0 2 1.85% Maintained
142
LM
Luminus Management
Texas
$68.9M +$42.6M 4 2% Increased
143
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$68.6M +$3.44M 1 0.45% Increased
144
CIBC World Markets
CIBC World Markets
New York
$68.5M +$37.1M 5 0.64% Increased
145
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$68.5M +$14M 1 0.83% Increased
146
Point72 Asset Management
Point72 Asset Management
Connecticut
$68.1M +$59.7M 5 0.42% Increased
147
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$67.6M +$594K 4 1.88% Increased
148
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$67.6M -$12.4M 2 1.53% Reduced
149
Axa
Axa
France
$67.4M -$45.6M 7 0.27% Reduced
150
OPFM
Optimus Prime Fund Management
Cayman Islands
$67.2M -$9.39M 1 26.14% Reduced