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 | |
|---|---|---|---|---|---|---|---|
| 176 |
Wolverine Trading
Chicago,
Illinois
| $51.4M | +$44.4M | 4 | 0.24% | Increased |
|
| 177 |
Zacks Investment Management
Chicago,
Illinois
| $50.1M | +$449K | 5 | 1.24% | Increased |
|
| 178 |
Jane Street
New York
| $50M | -$14.1M | 12 | 0.18% | Reduced |
|
| 179 |
OCAM
Owl Creek Asset Management
New York
| $49.7M | $0 | 1 | 1.95% | Maintained |
|
| 180 |
ALPS Advisors
Denver,
Colorado
| $49M | -$2.1M | 2 | 0.34% | Reduced |
|
| 181 |
SG Americas Securities
New York
| $48.9M | +$3.58M | 12 | 0.44% | Increased |
|
| 182 |
Korea Investment Corp
Seoul,
South Korea
| $47.7M | +$9.14M | 2 | 0.22% | Increased |
|
| 183 |
US Bancorp
Minneapolis,
Minnesota
| $47M | +$496K | 15 | 0.16% | Increased |
|
| 184 |
Harris Associates
Chicago,
Illinois
| $46.4M | -$112K | 1 | 0.08% | Reduced |
|
| 185 |
1832 Asset Management
Toronto,
Ontario, Canada
| $46.1M | +$40.1M | 3 | 0.21% | Increased |
|
| 186 |
Davenport & Co
Richmond,
Virginia
| $46M | +$334K | 3 | 0.61% | Increased |
|
| 187 |
Factory Mutual Insurance
Waltham,
Massachusetts
| $45.8M | $0 | 1 | 0.53% | Maintained |
|
| 188 |
1C
1060 Capital
Denver,
Colorado
| $45.4M | +$20.8M | 2 | 10.39% | Increased |
|
| 189 |
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
| $45M | -$14.8M | 2 | 0.92% | Reduced |
|
| 190 |
MP
Makaira Partners
La Jolla,
California
| $44.8M | +$2.31M | 1 | 5.85% | Increased |
|
| 191 |
Chevy Chase Trust
Bethesda,
Maryland
| $44.8M | -$42K | 4 | 0.21% | Reduced |
|
| 192 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
| $44.3M | +$1.53M | 1 | 0.39% | Increased |
|
| 193 |
Comerica Bank
Dallas,
Texas
| $44.3M | -$1.02M | 12 | 0.33% | Reduced |
|
| 194 |
SCM
SG Capital Management
Chicago,
Illinois
| $43.7M | +$16.1M | 1 | 7.76% | Increased |
|
| 195 |
QAM
Quentec Asset Management
New York
| $43M | +$5.68M | 1 | 3.3% | Increased |
|
| 196 |
Retirement Systems of Alabama
Montgomery,
Alabama
| $43M | +$286K | 4 | 0.23% | Increased |
|
| 197 |
Two Sigma Investments
New York
| $43M | +$9.04M | 11 | 0.16% | Increased |
|
| 198 |
Putnam Investments
Boston,
Massachusetts
| $42.2M | -$7.04M | 5 | 0.1% | Reduced |
|
| 199 |
Davis Selected Advisers
Tucson,
Arizona
| $41.5M | +$1.6M | 1 | 0.18% | Increased |
|
| 200 |
Natixis Advisors
Boston,
Massachusetts
| $41.4M | -$6.67M | 5 | 0.45% | Reduced |
|