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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
LSCM
Light Street Capital Management
California
$35.5M +$42.2M 1 1.87% New
227
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$35.5M -$2.76M 3 0.44% Reduced
228
Wolverine Trading
Wolverine Trading
Illinois
$34.7M +$34.9M 6 0.1% Increased
229
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$34.7M +$9.81M 3 0.3% Increased
230
Gabelli Funds
Gabelli Funds
New York
$34.5M -$778K 7 0.31% Reduced
231
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$34.5M +$1.56M 11 0.24% Increased
232
Prudential plc
Prudential plc
United Kingdom
$34.4M -$1.3M 1 0.18% Reduced
233
AAM
ACK Asset Management
Connecticut
$34.4M -$13.6M 2 17.2% Reduced
234
Capital Research Global Investors
Capital Research Global Investors
California
$34.3M +$40.7M 1 0.01% New
235
VVP
Vulcan Value Partners
Alabama
$34.1M -$17.7M 1 0.35% Reduced
236
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$33.9M -$2.47M 4 0.16% Reduced
237
Wedge Capital Management
Wedge Capital Management
North Carolina
$33.7M +$970K 5 0.58% Increased
238
Chevy Chase Trust
Chevy Chase Trust
Maryland
$33.6M +$211K 4 0.16% Increased
239
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$33.6M -$239K 2 0.54% Reduced
240
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$33.6M +$23.7M 12 0.47% Increased
241
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$33.4M +$20.3M 1 0.67% Increased
242
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$33.2M +$1.41M 6 0.3% Increased
243
Davis Selected Advisers
Davis Selected Advisers
Arizona
$32.4M -$62.2K 1 0.22% Reduced
244
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$32.2M -$5.44M 2 0.34% Reduced
245
Commerce Bank
Commerce Bank
Missouri
$32M +$761K 6 0.39% Increased
246
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$31.8M +$96.1K 2 0.81% Increased
247
Miller Howard Investments
Miller Howard Investments
New York
$31.7M -$38.1M 2 1.62% Reduced
248
BCC
Bain Capital Credit
Massachusetts
$31M +$30.7M 1 19.69% New
249
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$30.5M +$11.8M 10 0.17% Increased
250
UBV
United Bank (Virginia)
Virginia
$30.4M $0 1 6.6% Maintained