← 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
201
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$40.5M -$45.1M 1 0.47% Reduced
202
Seizert Capital Partners
Seizert Capital Partners
Michigan
$39.8M -$1.49M 1 1.43% Reduced
203
SAM
Scopus Asset Management
New York
$39.7M +$17.2M 3 0.37% Increased
204
Putnam Investments
Putnam Investments
Massachusetts
$39.3M +$15.8M 6 0.09% Increased
205
Los Angeles Capital Management
Los Angeles Capital Management
California
$39.3M +$8.13M 8 0.21% Increased
206
ACI
AMP Capital Investors
Australia
$39.3M +$2.86M 4 0.21% Increased
207
VFA
Virtus Fund Advisers
Connecticut
$38.7M -$56.2M 2 0.38% Reduced
208
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$38.6M +$21.4M 3 0.85% Increased
209
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$38.3M +$925K 5 0.31% Increased
210
Daiwa Securities Group
Daiwa Securities Group
Japan
$37.7M -$19.6M 7 0.27% Reduced
211
AAM
ACK Asset Management
Connecticut
$37.3M +$17.8M 2 8.38% Increased
212
PGGM Investments
PGGM Investments
Netherlands
$37.2M -$18.1M 1 0.21% Reduced
213
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$37.1M +$1.27M 4 0.32% Increased
214
National Pension Service
National Pension Service
South Korea
$37.1M +$934K 1 0.19% Increased
215
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$36.8M +$4.95M 15 0.33% Increased
216
Kennedy Capital Management
Kennedy Capital Management
Missouri
$36.7M -$2.29M 4 0.66% Reduced
217
FA
Friess Associates
Delaware
$36.6M +$8.9M 2 3.03% Increased
218
JCM
Janney Capital Management
Pennsylvania
$36.4M -$322K 4 1.55% Reduced
219
UBV
United Bank (Virginia)
Virginia
$36.1M +$33.3M 1 8.88% New
220
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$35.7M +$3.11M 8 0.37% Increased
221
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$35.3M -$359K 1 0.69% Reduced
222
AFG
American Financial Group
Ohio
$35M $0 1 3.73% Maintained
223
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$35M +$32.7M 3 0.36% Increased
224
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$34.9M +$22.1M 5 0.35% Increased
225
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$34.6M +$6.65M 6 0.86% Increased