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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
AQR Arbitrage
AQR Arbitrage
Connecticut
$43.2M -$8.18M 4 0.73% Reduced
227
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$43.1M -$2.63M 5 0.3% Reduced
228
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$42.8M +$1.28M 3 0.42% Increased
229
TCM
Tao Capital Management
California
$42.7M +$33.2M 1 21.03% New
230
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$42.6M -$1.51M 19 0.33% Reduced
231
TPG Group Holdings (SBS) Advisors
TPG Group Holdings (SBS) Advisors
Texas
$42.1M $0 1 0.62% Maintained
232
Westwood Holdings Group
Westwood Holdings Group
Texas
$42M -$1.82M 3 0.45% Reduced
233
Causeway Capital Management
Causeway Capital Management
California
$42M -$9.14M 2 0.45% Reduced
234
DnB Asset Management
DnB Asset Management
Norway
$42M -$19.5M 2 0.41% Reduced
235
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$42M +$36M 2 1.73% Increased
236
HCM
Hitchwood Capital Management
New York
$41.8M +$32.5M 1 1% New
237
NC
Nitorum Capital
New York
$41.8M +$196K 1 2.34% Increased
238
TD Asset Management
TD Asset Management
Ontario, Canada
$41.5M +$852K 6 0.06% Increased
239
Chevy Chase Trust
Chevy Chase Trust
Maryland
$41M -$3.33M 10 0.16% Reduced
240
AFG
American Financial Group
Ohio
$40.7M $0 1 3.51% Maintained
241
NC
Nightview Capital
Texas
$40.5M $0 1 16.35% Maintained
242
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$40.5M -$33.6M 2 0.85% Reduced
243
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$40.3M +$11.1M 6 0.25% Increased
244
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$40.2M +$4.88M 2 0.32% Increased
245
Davis Selected Advisers
Davis Selected Advisers
Arizona
$39.6M -$1.28M 1 0.19% Reduced
246
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$39.3M -$307K 11 0.22% Reduced
247
UBV
United Bank (Virginia)
Virginia
$39.2M $0 1 6.78% Maintained
248
Capital International Investors
Capital International Investors
California
$39M +$16.1M 1 0.01% Increased
249
Royal London Asset Management
Royal London Asset Management
United Kingdom
$38.8M -$82.7K 2 0.27% Reduced
250
Ancora Advisors
Ancora Advisors
Ohio
$38.4M +$641K 6 1.43% Increased