← All themes

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
Federated Hermes
Federated Hermes
Pennsylvania
$131M +$4.39M 14 0.25% Increased
227
PineBridge Investments
PineBridge Investments
New York
$129M -$1.24M 3 1.55% Reduced
228
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$129M +$6.15M 8 0.52% Increased
229
Boston Trust Walden
Boston Trust Walden
Massachusetts
$129M -$1.05M 4 1.14% Reduced
230
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$128M +$6.57M 2 0.76% Increased
231
Man Group
Man Group
United Kingdom
$128M -$51.3M 10 0.45% Reduced
232
Calamos Advisors
Calamos Advisors
Illinois
$128M +$24.8M 3 0.56% Increased
233
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$128M +$108M 10 0.31% Increased
234
Utah Retirement Systems
Utah Retirement Systems
Utah
$128M -$3.38M 7 1.73% Reduced
235
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$126M +$182K 3 1.26% Increased
236
EARNEST Partners
EARNEST Partners
Georgia
$125M -$3.84M 9 0.76% Reduced
237
US Bancorp
US Bancorp
Minnesota
$125M +$5.24M 23 0.23% Increased
238
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$124M +$9.82M 11 0.53% Increased
239
Storebrand Asset Management
Storebrand Asset Management
Norway
$123M -$9.58M 8 0.6% Reduced
240
Commerce Bank
Commerce Bank
Missouri
$122M -$3.24M 7 0.86% Reduced
241
Axiom Investors
Axiom Investors
Connecticut
$121M -$11M 1 2% Reduced
242
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$121M -$94.6M 19 1.75% Reduced
243
William Blair Investment Management
William Blair Investment Management
Illinois
$119M -$6.42M 1 0.34% Reduced
244
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$119M +$7.76M 3 1.63% Increased
245
Energy Income Partners
Energy Income Partners
Connecticut
$119M +$20.1M 1 2.96% Increased
246
M&G Investment Management
M&G Investment Management
United Kingdom
$118M +$1.13M 5 0.28% Increased
247
Xponance
Xponance
Pennsylvania
$116M -$387K 9 2.21% Reduced
248
Mutual of America Capital Management
Mutual of America Capital Management
New York
$116M +$4.11M 10 1.15% Increased
249
Rockefeller Capital Management
Rockefeller Capital Management
New York
$116M +$5.06M 19 0.61% Increased
250
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$112M +$19.3M 3 0.62% Increased