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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
226
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$537M -$92.1M 7 4.74% Reduced
227
GGHC
Gilder Gagnon Howe & Co
New York
$535M -$16.2M 6 5.53% Reduced
228
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$532M -$168M 6 3.98% Reduced
229
Resona Asset Management
Resona Asset Management
Japan
$522M -$32.7M 6 2.45% Reduced
230
TCW Group
TCW Group
California
$521M +$37M 12 3.5% Increased
231
Axiom Investors
Axiom Investors
Connecticut
$519M +$147M 3 4.49% Increased
232
Hyperion Asset Management
Hyperion Asset Management
Australia
$517M +$28.7M 1 13.69% Increased
233
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$516M +$49.4M 27 0.86% Increased
234
Xponance
Xponance
Pennsylvania
$516M +$17.5M 22 3.16% Increased
235
Czech National Bank
Czech National Bank
Czech Republic
$513M +$20.9M 5 2.79% Increased
236
Bahl & Gaynor
Bahl & Gaynor
Ohio
$511M +$67.1M 5 2.36% Increased
237
Gotham Asset Management
Gotham Asset Management
New York
$510M +$2.13M 18 1.19% Increased
238
Nomura Holdings
Nomura Holdings
Japan
$505M +$216M 13 0.59% Increased
239
Munro Partners
Munro Partners
Australia
$504M -$19M 4 11.11% Reduced
240
Hood River Capital Management
Hood River Capital Management
Florida
$504M -$54.3M 2 3.66% Reduced
241
Point72 Asset Management
Point72 Asset Management
Connecticut
$504M -$59M 15 0.56% Reduced
242
AustralianSuper
AustralianSuper
Australia
$502M +$44.5M 3 2.17% Increased
243
Alkeon Capital Management
Alkeon Capital Management
New York
$495M +$190M 2 0.67% Increased
244
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$495M -$19.5M 12 0.94% Reduced
245
Driehaus Capital Management
Driehaus Capital Management
Illinois
$494M -$79.1M 9 2.86% Reduced
246
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$492M -$163M 6 3.2% Reduced
247
Mercer Global Advisors
Mercer Global Advisors
Colorado
$490M +$47.4M 27 0.61% Increased
248
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$488M -$3.98M 10 2.16% Reduced
249
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$487M -$32.4M 8 1.67% Reduced
250
Life Cycle Investment Partners
Life Cycle Investment Partners
$486M +$349M 3 2.27% Increased