← 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
HBK Investments
HBK Investments
Texas
$203M -$21.8M 3 0.92% Reduced
152
Axa
Axa
France
$198M +$1.04M 10 0.6% Increased
153
EIM
Elephas Investment Management
Hong Kong
$196M -$225M 1 45.44% Reduced
154
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$195M -$13.4M 1 0.79% Reduced
155
Osaic Holdings
Osaic Holdings
Arizona
$192M +$337K 29 0.46% Increased
156
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$188M -$3.87M 14 0.53% Reduced
157
ACI
AMP Capital Investors
Australia
$187M -$8.62M 5 0.93% Reduced
158
Eagle Asset Management
Eagle Asset Management
Florida
$184M +$118M 5 0.82% Increased
159
Truist Financial
Truist Financial
North Carolina
$184M -$32.7M 11 0.32% Reduced
160
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$181M +$131M 3 1.96% Increased
161
Two Sigma Investments
Two Sigma Investments
New York
$180M +$77.7M 10 0.47% Increased
162
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$179M +$135M 7 0.27% Increased
163
SEI Investments
SEI Investments
Pennsylvania
$178M -$43.9M 20 0.45% Reduced
164
Arizona State Retirement System
Arizona State Retirement System
Arizona
$174M -$1.43M 14 1.52% Reduced
165
Guggenheim Capital
Guggenheim Capital
Illinois
$174M -$18.5M 11 1.14% Reduced
166
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$170M -$80.3M 17 0.23% Reduced
167
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$169M -$53.2M 5 1.19% Reduced
168
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$169M +$2.72M 16 1.07% Increased
169
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$169M +$1.84M 6 1.67% Increased
170
Silvercrest Asset Management
Silvercrest Asset Management
New York
$168M -$29.1M 4 1.13% Reduced
171
Prudential plc
Prudential plc
United Kingdom
$166M +$14.7M 2 1.15% Increased
172
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$166M +$29.7M 8 0.54% Increased
173
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$166M +$3.57M 2 1.51% Increased
174
KBC Group
KBC Group
Belgium
$164M -$67.6M 14 0.66% Reduced
175
Epoch Investment Partners
Epoch Investment Partners
New York
$162M -$63.6M 1 0.76% Reduced