← 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
Empower Advisory Group
Empower Advisory Group
Colorado
$155M +$22M 3 0.69% Increased
227
IFM Investors
IFM Investors
Australia
$155M +$5.51M 3 2.03% Increased
228
Mutual of America Capital Management
Mutual of America Capital Management
New York
$153M -$4.43M 12 1.89% Reduced
229
Natixis
Natixis
France
$152M -$44.9M 4 1.17% Reduced
230
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$152M -$8.13M 4 1.52% Reduced
231
Daiwa Securities Group
Daiwa Securities Group
Japan
$152M -$12.1M 10 1.08% Reduced
232
Commerce Bank
Commerce Bank
Missouri
$151M +$3.19M 8 1.19% Increased
233
Comerica Bank
Comerica Bank
Texas
$151M +$156M 20 0.78% New
234
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$150M -$37.1M 2 2.23% Reduced
235
Guggenheim Capital
Guggenheim Capital
Illinois
$148M -$36M 8 1.27% Reduced
236
ORIO
Old Republic International (ORI)
Illinois
$145M -$6.45M 2 5.4% Reduced
237
Regions Financial Corp
Regions Financial Corp
Alabama
$143M -$2.78M 6 1.29% Reduced
238
Utah Retirement Systems
Utah Retirement Systems
Utah
$143M +$605K 8 2.04% Increased
239
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$142M -$23.5M 3 0.41% Reduced
240
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$142M +$50.9M 2 1.05% Increased
241
Calamos Advisors
Calamos Advisors
Illinois
$141M +$850K 5 0.74% Increased
242
CIM
Contrarius Investment Management
Jersey
$141M +$5.04M 1 7.91% Increased
243
Czech National Bank
Czech National Bank
Czech Republic
$140M +$48.5M 3 2.23% Increased
244
Boston Trust Walden
Boston Trust Walden
Massachusetts
$140M +$6.56M 4 1.17% Increased
245
Gabelli Funds
Gabelli Funds
New York
$140M +$23.9M 10 1.13% Increased
246
Great Lakes Advisors
Great Lakes Advisors
Illinois
$140M +$19.3M 6 1.27% Increased
247
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$139M +$31M 14 0.64% Increased
248
Yousif Capital Management
Yousif Capital Management
Michigan
$139M -$3.03M 14 1.77% Reduced
249
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$138M +$57.4M 2 1.93% Increased
250
US Bancorp
US Bancorp
Minnesota
$138M +$1.51M 26 0.22% Increased