← 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
151
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$67.4M +$5.89M 4 2.27% Increased
152
AIG
American International Group
New York
$66.5M -$3.44M 19 0.36% Reduced
153
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$65.6M +$11.9M 1 0.96% Increased
154
Marsico Capital Management
Marsico Capital Management
Colorado
$64.3M +$76.3M 1 2.76% New
155
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$64M +$20.2M 2 0.26% Increased
156
Aviva
Aviva
United Kingdom
$63.7M +$27.9M 4 0.47% Increased
157
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$63.5M +$8.84M 5 2.9% Increased
158
NIMC
NWQ Investment Management Company
California
$62.4M -$14.2M 4 2.5% Reduced
159
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$62.2M +$48.1M 2 1.07% Increased
160
ORIO
Old Republic International (ORI)
Illinois
$62.2M $0 2 1.95% Maintained
161
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$62M -$22.6M 1 1.78% Reduced
162
SSM
Sound Shore Management
Connecticut
$61.7M -$50.9M 1 2.15% Reduced
163
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$61.6M +$5.58M 1 2.2% Increased
164
Natixis Advisors
Natixis Advisors
Massachusetts
$60.5M +$4.11M 6 0.49% Increased
165
ProShare Advisors
ProShare Advisors
Maryland
$60.1M -$27.4M 6 0.43% Reduced
166
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$59.8M -$1.27M 12 0.41% Reduced
167
Asset Management One
Asset Management One
Japan
$59.6M -$389K 5 0.35% Reduced
168
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$58.4M -$2.37M 2 1.73% Reduced
169
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$57.9M +$48.8M 4 0.19% Increased
170
Los Angeles Capital Management
Los Angeles Capital Management
California
$56.6M +$17.9M 10 0.36% Increased
171
Voloridge Investment Management
Voloridge Investment Management
Florida
$56.5M -$114M 2 1.62% Reduced
172
Natixis
Natixis
France
$55.4M +$38.4M 3 0.44% Increased
173
US Bancorp
US Bancorp
Minnesota
$55.4M -$756K 20 0.17% Reduced
174
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$53.9M -$296K 2 0.47% Reduced
175
SCCM
Schafer Cullen Capital Management
New York
$53.8M -$8.21M 3 0.9% Reduced