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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
US Bancorp
US Bancorp
Minnesota
$31.2M +$6.82M 16 0.13% Increased
202
Chevy Chase Trust
Chevy Chase Trust
Maryland
$31M +$905K 4 0.18% Increased
203
BKBG
BHF Kleinwort Benson Group
Belgium
$30.7M +$3.57M 5 0.7% Increased
204
Edmond de Rothschild Asset Management (France)
Edmond de Rothschild Asset Management (France)
France
$30.6M +$367K 2 1.08% Increased
205
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$30.6M +$5.87M 3 0.29% Increased
206
HHC
Hutchin Hill Capital
New York
$30.6M +$21.2M 4 0.76% Increased
207
GW&K Investment Management
GW&K Investment Management
Massachusetts
$30.1M -$1.41M 1 0.71% Reduced
208
Davis Selected Advisers
Davis Selected Advisers
Arizona
$30.1M +$8.1M 3 0.13% Increased
209
UBWV
United Bank (West Virginia)
West Virginia
$29.8M +$30.1M 1 14.26% New
210
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$29.4M +$341K 3 0.28% Increased
211
ICOM
Investment Counselors of Maryland
Maryland
$29.1M +$4.22M 3 1.68% Increased
212
Tocqueville Asset Management
Tocqueville Asset Management
New York
$28.5M -$3M 6 0.39% Reduced
213
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$28.5M -$956K 11 0.17% Reduced
214
CCMH
Cornerstone Capital Management Holdings
New York
$28.2M +$17.8M 9 0.23% Increased
215
KI
Kalmar Investments
Delaware
$28.1M -$47.1M 2 0.69% Reduced
216
William Blair Investment Management
William Blair Investment Management
Illinois
$28.1M +$873K 3 0.11% Increased
217
Aperio Group
Aperio Group
California
$27.8M +$440K 9 0.26% Increased
218
SIM
Sprucegrove Investment Management
Ontario, Canada
$27.8M +$5.05M 1 0.79% Increased
219
TPCM
Tide Point Capital Management
Connecticut
$27.6M +$25.8M 1 3.22% New
220
Axa
Axa
France
$27.4M -$22.6M 5 0.12% Reduced
221
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$27.3M +$1.08M 8 0.23% Increased
222
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$27.1M +$2.55M 2 0.49% Increased
223
NPIC
Neumeier Poma Investment Counsel
California
$26.6M -$206K 1 4.61% Reduced
224
Marsico Capital Management
Marsico Capital Management
Colorado
$26.6M -$49.6M 1 0.47% Reduced
225
Davenport & Co
Davenport & Co
Virginia
$26.6M -$2.15M 3 0.43% Reduced