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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
201
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$45.3M +$975K 3 0.48% Increased
202
City National Bank
City National Bank
Delaware
$44.2M +$6.11M 3 0.62% Increased
203
Chevy Chase Trust
Chevy Chase Trust
Maryland
$43.7M +$522K 4 0.31% Increased
204
Emerald Advisers
Emerald Advisers
Pennsylvania
$42.7M +$10M 5 2.4% Increased
205
ICM
IronBridge Capital Management
Illinois
$42.2M -$2.8M 2 0.92% Reduced
206
Two Sigma Advisers
Two Sigma Advisers
New York
$41.5M +$2.02M 10 0.38% Increased
207
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$41.4M -$134K 6 0.18% Reduced
208
NAP
New Amsterdam Partners
New York
$40.6M -$26.3M 2 2.78% Reduced
209
HI
Honeywell International
North Carolina
$40.5M +$7.53M 2 0.98% Increased
210
Regions Financial Corp
Regions Financial Corp
Alabama
$40.2M +$18.5M 7 0.51% Increased
211
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$39.8M +$244K 3 0.23% Increased
212
DS
Dudley & Shanley
Florida
$39.7M -$6.23M 2 8.07% Reduced
213
TAM
Third Avenue Management
New York
$39.7M -$2.04M 1 0.77% Reduced
214
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$39.4M $0 1 0.58% Maintained
215
SEI Trust Company
SEI Trust Company
Pennsylvania
$39.2M -$31.5M 6 0.39% Reduced
216
Hamlin Capital Management
Hamlin Capital Management
New York
$38.9M +$934K 1 2.5% Increased
217
EA
Euclid Advisors
Connecticut
$38.8M +$11.4M 2 0.29% Increased
218
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$38.7M -$23.2M 1 0.79% Reduced
219
CPIM
Columbia Partners Investment Management
Virginia
$38.5M -$1.51M 2 1.68% Reduced
220
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$38.4M -$388K 12 0.27% Reduced
221
Korea Investment Corp
Korea Investment Corp
South Korea
$38.2M +$7.69M 3 0.34% Increased
222
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$37.7M +$20M 6 0.22% Increased
223
BCM
Brown Capital Management
Maryland
$37.6M -$218K 2 0.62% Reduced
224
Capital International
Capital International
California
$37.5M +$435K 2 2.35% Increased
225
GH
GAM Holding
Switzerland
$37.4M +$1.62M 5 0.6% Increased