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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
Guggenheim Capital
Guggenheim Capital
Illinois
$39M -$4.4M 9 0.32% Reduced
227
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$38.9M +$3.22M 9 0.31% Increased
228
AMF Tjänstepension
AMF Tjänstepension
Sweden
$38.7M +$1.56M 2 0.38% Increased
229
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$38.6M +$971K 2 0.69% Increased
230
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$36.9M +$1.91M 4 0.33% Increased
231
Davis Selected Advisers
Davis Selected Advisers
Arizona
$36.4M -$554K 1 0.18% Reduced
232
Man Group
Man Group
United Kingdom
$36.4M -$10.2M 8 0.13% Reduced
233
MAM
Melqart Asset Management
United Kingdom
$35.8M +$37.4M 1 2.46% New
234
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$35.7M -$960K 19 0.3% Reduced
235
South Texas Money Management
South Texas Money Management
Texas
$35.6M -$706K 1 1.52% Reduced
236
Adage Capital Partners
Adage Capital Partners
Massachusetts
$35.6M -$58.9M 2 0.09% Reduced
237
Nomura Holdings
Nomura Holdings
Japan
$35.2M -$5.98M 4 0.16% Reduced
238
TD Asset Management
TD Asset Management
Ontario, Canada
$35.2M -$6.88M 4 0.05% Reduced
239
NC
Nitorum Capital
New York
$35.1M +$6.22M 1 1.99% Increased
240
UBV
United Bank (Virginia)
Virginia
$34.5M $0 1 5.77% Maintained
241
ClearBridge Investments
ClearBridge Investments
New York
$33.9M -$18.8M 6 0.03% Reduced
242
HighTower Advisors
HighTower Advisors
Illinois
$33.8M +$7.53M 5 0.2% Increased
243
National Pension Service
National Pension Service
South Korea
$33.4M +$2.87M 1 0.11% Increased
244
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$33.2M -$9.36M 2 0.08% Reduced
245
Hillhouse Investment Management
Hillhouse Investment Management
Cayman Islands
$33M +$34.5M 1 1.05% New
246
Foresters Investment Management
Foresters Investment Management
New York
$32.8M -$6.71M 2 0.59% Reduced
247
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$32.8M +$14M 14 0.6% Increased
248
Commerce Bank
Commerce Bank
Missouri
$32.5M -$829K 7 0.37% Reduced
249
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$32.5M +$24.6M 2 0.17% Increased
250
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$32.2M -$2.99M 13 0.17% Reduced