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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
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$139M +$8.09M 8 0.44% Increased
227
Capital International
Capital International
California
$139M -$318K 1 9.66% Reduced
228
Boston Trust Walden
Boston Trust Walden
Massachusetts
$137M -$7.56M 4 1.36% Reduced
229
Utah Retirement Systems
Utah Retirement Systems
Utah
$137M +$531K 7 2.28% Increased
230
Wolverine Trading
Wolverine Trading
Illinois
$136M -$88.9M 7 0.22% Reduced
231
Energy Income Partners
Energy Income Partners
Connecticut
$136M -$15.9M 1 3.17% Reduced
232
TPSF
Texas Permanent School Fund
Texas
$135M +$12.9M 11 2.16% Increased
233
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$134M +$2.28M 12 1.8% Increased
234
Ariel Investments
Ariel Investments
Illinois
$132M -$1.57M 1 1.44% Reduced
235
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$131M +$1.46M 3 2.46% Increased
236
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$130M +$6.14M 12 1.31% Increased
237
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$130M +$12.7M 7 1.1% Increased
238
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$130M +$519K 2 2.13% Increased
239
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$129M -$76.4M 6 0.22% Reduced
240
Yousif Capital Management
Yousif Capital Management
Michigan
$129M +$1.53M 12 1.83% Increased
241
Mutual of America Capital Management
Mutual of America Capital Management
New York
$129M +$6.51M 10 1.74% Increased
242
Nomura Holdings
Nomura Holdings
Japan
$128M +$88.9M 6 0.53% Increased
243
Scout Investments
Scout Investments
Missouri
$128M +$62M 3 2.65% Increased
244
IFM Investors
IFM Investors
Australia
$126M +$3.59M 2 2.28% Increased
245
Two Sigma Investments
Two Sigma Investments
New York
$124M +$78.2M 15 0.42% Increased
246
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$124M +$130M 13 1.45% New
247
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$123M +$35.4M 16 1.61% Increased
248
New York Life Investment Management
New York Life Investment Management
New York
$123M +$4.54M 7 1.48% Increased
249
Comerica Bank
Comerica Bank
Texas
$123M +$6.92M 13 1.03% Increased
250
Optiver Holding
Optiver Holding
Netherlands
$122M +$112M 2 0.11% Increased