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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
SCA
Southpoint Capital Advisors
New York
$171M +$55.6M 1 3.32% Increased
227
Epoch Investment Partners
Epoch Investment Partners
New York
$170M +$19.5M 3 0.83% Increased
228
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$166M -$300M 16 0.57% Reduced
229
Voloridge Investment Management
Voloridge Investment Management
Florida
$166M +$14.4M 5 0.94% Increased
230
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$165M -$1.1M 2 2.23% Reduced
231
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$165M -$224K 12 1.73% Reduced
232
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$164M +$2.7M 2 2.45% Increased
233
Yousif Capital Management
Yousif Capital Management
Michigan
$164M -$734K 13 1.78% Reduced
234
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$163M +$6.14M 11 0.7% Increased
235
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$160M -$7.02M 2 2.05% Reduced
236
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$159M +$700K 12 1.63% Increased
237
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$159M -$2.74M 4 0.86% Reduced
238
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$157M +$136M 1 8.44% New
239
Squarepoint
Squarepoint
New York
$156M +$33.5M 22 0.67% Increased
240
Westwood Holdings Group
Westwood Holdings Group
Texas
$154M +$16.7M 3 1.42% Increased
241
Mutual of America Capital Management
Mutual of America Capital Management
New York
$154M +$4.55M 10 1.64% Increased
242
Energy Income Partners
Energy Income Partners
Connecticut
$154M +$3.75M 1 3.3% Increased
243
Man Group
Man Group
United Kingdom
$152M -$53.9M 15 0.53% Reduced
244
TPSF
Texas Permanent School Fund
Texas
$152M -$4.47M 11 2.07% Reduced
245
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$152M -$63.5M 2 0.97% Reduced
246
Storebrand Asset Management
Storebrand Asset Management
Norway
$151M +$9.7M 7 0.71% Increased
247
Eagle Asset Management
Eagle Asset Management
Florida
$149M -$32.3M 4 0.76% Reduced
248
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$148M +$11.2M 13 1.46% Increased
249
IFM Investors
IFM Investors
Australia
$147M +$24.1M 1 2.28% Increased
250
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$146M -$68.7M 4 1.76% Reduced