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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
NAH
Neumann Advisory (HK)
Hong Kong
$170M $0 1 64.99% Maintained
227
UniSuper Management
UniSuper Management
Australia
$170M -$2.12M 3 1.88% Reduced
228
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$169M -$20.6M 2 1.78% Reduced
229
Commerce Bank
Commerce Bank
Missouri
$164M -$480K 8 1.17% Reduced
230
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$161M +$13.8M 14 0.68% Increased
231
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$160M -$294M 5 0.56% Reduced
232
ECP ControlCo
ECP ControlCo
New Jersey
$159M $0 1 34.54% Maintained
233
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$158M +$37.2M 5 0.2% Increased
234
Squarepoint
Squarepoint
New York
$157M -$104M 18 0.3% Reduced
235
IFM Investors
IFM Investors
Australia
$154M -$666K 3 1.87% Reduced
236
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$154M +$15.5M 2 3.09% Increased
237
Epoch Investment Partners
Epoch Investment Partners
New York
$153M +$16.8M 3 0.7% Increased
238
Comerica Bank
Comerica Bank
Texas
$153M -$919K 20 0.7% Reduced
239
Empower Advisory Group
Empower Advisory Group
Colorado
$150M -$3.65M 3 0.59% Reduced
240
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$150M -$11.5M 13 1.4% Reduced
241
ORIO
Old Republic International (ORI)
Illinois
$148M -$8.13M 2 5.58% Reduced
242
Boston Trust Walden
Boston Trust Walden
Massachusetts
$148M +$3.49M 4 1.12% Increased
243
US Bancorp
US Bancorp
Minnesota
$147M +$1.54M 25 0.22% Increased
244
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$146M -$22.3M 5 1.72% Reduced
245
Czech National Bank
Czech National Bank
Czech Republic
$146M +$3.34M 4 2.08% Increased
246
Utah Retirement Systems
Utah Retirement Systems
Utah
$146M +$864K 8 1.85% Increased
247
Regions Financial Corp
Regions Financial Corp
Alabama
$145M -$7.35M 5 1.19% Reduced
248
Mutual of America Capital Management
Mutual of America Capital Management
New York
$143M -$14.2M 12 1.65% Reduced
249
Candriam SCA
Candriam SCA
Luxembourg
$143M +$7.3M 5 0.99% Increased
250
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$143M -$22.3M 4 1.17% Reduced