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 |
Handelsbanken Fonder
Stockholm,
Sweden
| $376M | +$10.3M | 16 | 1.43% | Increased |
|
| 202 |
PointState Capital
New York
| $370M | +$134M | 2 | 6.74% | Increased |
|
| 203 |
AGF Management
Toronto,
Ontario, Canada
| $369M | +$7.57M | 4 | 1.83% | Increased |
|
| 204 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $365M | +$22.4M | 15 | 1.01% | Increased |
|
| 205 |
Marex Group
London,
| $364M | +$271M | 2 | 6.21% | Increased |
|
| 206 |
Osaic Holdings
Scottsdale,
Arizona
| $361M | +$35.1M | 36 | 0.81% | Increased |
|
| 207 |
Vontobel Holding
Zurich,
Switzerland
| $360M | +$12.7M | 14 | 1.23% | Increased |
|
| 208 |
Nisa Investment Advisors
St. Louis,
Missouri
| $350M | +$32.7M | 27 | 1.36% | Increased |
|
| 209 |
Man Group
London,
United Kingdom
| $346M | +$34.2M | 15 | 0.91% | Increased |
|
| 210 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
| $345M | +$13.9M | 9 | 0.73% | Increased |
|
| 211 |
CET
Clean Energy Transition
London,
United Kingdom
| $344M | -$43.8M | 4 | 12.86% | Reduced |
|
| 212 |
PCM
Prime Capital Management
Hong Kong
| $343M | -$131M | 1 | 50.71% | Reduced |
|
| 213 |
US Bancorp
Minneapolis,
Minnesota
| $342M | +$57.6M | 28 | 0.45% | Increased |
|
| 214 |
Empower Advisory Group
Greenwood Village,
Colorado
| $341M | -$2.99M | 3 | 1.15% | Reduced |
|
| 215 |
Nissay Asset Management
Tokyo,
Japan
| $340M | +$23.5M | 5 | 2.07% | Increased |
|
| 216 |
CIBC Asset Management
Toronto,
Ontario, Canada
| $335M | -$169K | 10 | 1.1% | Reduced |
|
| 217 |
HRT Financial
New York
| $333M | +$233M | 16 | 1.72% | Increased |
|
| 218 |
Cetera Investment Advisers
Schaumburg,
Illinois
| $331M | +$16.9M | 19 | 0.69% | Increased |
|
| 219 |
Xponance
Philadelphia,
Pennsylvania
| $331M | +$4.33M | 12 | 3.02% | Increased |
|
| 220 |
Silvercrest Asset Management
New York
| $326M | +$6.5M | 11 | 2.18% | Increased |
|
| 221 |
Lazard Asset Management
New York
| $325M | +$29.4M | 16 | 0.48% | Increased |
|
| 222 |
Fifth Third Bancorp
Cincinnati,
Ohio
| $323M | +$13M | 15 | 1.17% | Increased |
|
| 223 |
Robeco Schweiz
Zurich,
Switzerland
| $320M | -$83.6M | 5 | 6.84% | Reduced |
|
| 224 |
Daiwa Securities Group
Tokyo,
Japan
| $318M | +$11.9M | 11 | 1.42% | Increased |
|
| 225 |
HCC
Hill City Capital
Boston,
Massachusetts
| $316M | -$37M | 2 | 20.22% | Reduced |
|