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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
Första AP-fonden
Första AP-fonden
Sweden
$116M +$26.7M 4 1.31% Increased
227
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$113M +$110M 11 0.65% Increased
228
EARNEST Partners
EARNEST Partners
Georgia
$113M +$48.4K 9 0.69% Increased
229
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$113M -$42.5M 4 1.24% Reduced
230
1832 Asset Management
1832 Asset Management
Ontario, Canada
$113M -$133M 5 0.19% Reduced
231
ORIO
Old Republic International (ORI)
Illinois
$112M $0 2 3.52% Maintained
232
GC
GMT Capital
Georgia
$112M +$29.9M 1 5.17% Increased
233
Alyeska Investment Group
Alyeska Investment Group
Illinois
$112M +$53.2M 3 1.15% Increased
234
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$111M -$23.3M 3 1.24% Reduced
235
YRHAM
Yong Rong (HK) Asset Management
Hong Kong
$110M +$169M 1 69.09% New
236
Brown Advisory
Brown Advisory
Maryland
$110M -$1.32M 7 0.2% Reduced
237
Driehaus Capital Management
Driehaus Capital Management
Illinois
$110M +$36.2M 5 1.63% Increased
238
Commerce Bank
Commerce Bank
Missouri
$108M -$4.74M 7 0.87% Reduced
239
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$107M +$3.37M 23 0.85% Increased
240
Natixis
Natixis
France
$106M -$3.4B 4 0.6% Reduced
241
Regions Financial Corp
Regions Financial Corp
Alabama
$106M -$8.06M 5 0.98% Reduced
242
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$106M -$95.5K 1 0.08% Reduced
243
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$105M +$1.02M 12 0.57% Increased
244
Guinness Asset Management
Guinness Asset Management
United Kingdom
$104M +$5.27M 3 2.92% Increased
245
Comerica Bank
Comerica Bank
Texas
$102M +$1.01M 14 0.79% Increased
246
Leonteq Securities AG
Leonteq Securities AG
Switzerland
$101M +$126M 10 3.74% Increased
247
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$101M $0 3 1.46% Maintained
248
Guggenheim Capital
Guggenheim Capital
Illinois
$100M +$1.66M 11 0.88% Increased
249
CRM
Cramer Rosenthal McGlynn
Connecticut
$99.3M -$30.4M 3 4.37% Reduced
250
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$98.7M -$19.2M 3 0.91% Reduced