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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
National Pension Service
National Pension Service
South Korea
$37.8M +$1.75M 1 0.12% Increased
227
Two Sigma Advisers
Two Sigma Advisers
New York
$37.7M -$29.9M 15 0.09% Reduced
228
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$37.3M +$3.5M 1 0.98% Increased
229
HighTower Advisors
HighTower Advisors
Illinois
$36.9M +$2.5M 5 0.2% Increased
230
Prudential plc
Prudential plc
United Kingdom
$36.4M +$31.6M 2 0.11% Increased
231
TD Asset Management
TD Asset Management
Ontario, Canada
$36.2M +$1.73M 5 0.06% Increased
232
Davis Selected Advisers
Davis Selected Advisers
Arizona
$36M -$404K 1 0.18% Reduced
233
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$35.8M -$379K 20 0.3% Reduced
234
TCW Group
TCW Group
California
$35.7M -$2.36M 2 0.41% Reduced
235
TPG Group Holdings (SBS) Advisors
TPG Group Holdings (SBS) Advisors
Texas
$35.3M -$1.63M 1 0.52% Reduced
236
UBV
United Bank (Virginia)
Virginia
$34.8M $0 1 6.36% Maintained
237
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$34.3M -$2.93M 4 0.35% Reduced
238
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$34.2M +$24.1M 1 0.92% Increased
239
AMF Tjänstepension
AMF Tjänstepension
Sweden
$34.2M -$4.41M 2 0.35% Reduced
240
AFG
American Financial Group
Ohio
$34.1M -$3.97M 1 2.79% Reduced
241
OAM
Oxford Asset Management
United Kingdom
$34M +$3.57M 13 0.82% Increased
242
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$32.9M -$21.5M 6 0.04% Reduced
243
Man Group
Man Group
United Kingdom
$32.4M -$3.53M 8 0.12% Reduced
244
Commerce Bank
Commerce Bank
Missouri
$32.4M -$90.5K 6 0.33% Reduced
245
Winton Group
Winton Group
United Kingdom
$32.4M +$15.3M 9 0.38% Increased
246
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$31.6M +$2.78M 11 0.19% Increased
247
Ancora Advisors
Ancora Advisors
Ohio
$31.4M +$12.7M 5 1.37% Increased
248
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$31.3M +$7.87M 1 0.29% Increased
249
UBS O'Connor
UBS O'Connor
Illinois
$31.1M +$15.6M 2 0.87% Increased
250
JCM
Janney Capital Management
Pennsylvania
$30.9M -$1.22M 4 1.72% Reduced