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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
Comerica Bank
Comerica Bank
Texas
$124M +$11.3M 13 1.02% Increased
227
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$123M -$28.9M 2 1.89% Reduced
228
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$120M -$19.8M 3 1.79% Reduced
229
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$120M -$161K 2 1.44% Reduced
230
D1 Capital Partners
D1 Capital Partners
New York
$120M +$146M 1 2.84% New
231
Capital International
Capital International
California
$117M +$4.34M 1 8.84% Increased
232
Boston Trust Walden
Boston Trust Walden
Massachusetts
$117M -$17.6M 4 1.11% Reduced
233
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$117M +$77.7M 3 0.11% Increased
234
Xponance
Xponance
Pennsylvania
$117M +$235K 9 2.35% Increased
235
Utah Retirement Systems
Utah Retirement Systems
Utah
$117M +$2.51M 8 1.87% Increased
236
Commerce Bank
Commerce Bank
Missouri
$116M -$40M 7 0.95% Reduced
237
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$115M -$261M 5 0.27% Reduced
238
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$114M +$455K 2 1.83% Increased
239
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$114M +$6.14M 12 1.39% Increased
240
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$114M +$433K 2 1.86% Increased
241
Axiom Investors
Axiom Investors
Connecticut
$114M -$11.7M 1 3.41% Reduced
242
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$113M +$7.02M 3 2% Increased
243
Yousif Capital Management
Yousif Capital Management
Michigan
$111M -$856K 12 1.46% Reduced
244
CRM
Cramer Rosenthal McGlynn
Connecticut
$110M -$9.63M 3 5.05% Reduced
245
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$110M +$25.7M 2 1.44% Increased
246
AAM
Ardevora Asset Management
United Kingdom
$109M +$63.2M 2 1.78% Increased
247
US Bancorp
US Bancorp
Minnesota
$108M +$1.06M 25 0.21% Increased
248
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$108M +$10M 13 1.15% Increased
249
TPSF
Texas Permanent School Fund
Texas
$106M +$2.31M 11 1.69% Increased
250
Mutual of America Capital Management
Mutual of America Capital Management
New York
$105M -$29.8K 10 1.34% Reduced