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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
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$227M +$2.73M 4 3.94% Increased
227
EARNEST Partners
EARNEST Partners
Georgia
$226M +$9.37M 3 0.99% Increased
228
PointState Capital
PointState Capital
New York
$226M -$91.9M 1 4.09% Reduced
229
Xponance
Xponance
Pennsylvania
$224M +$5.34M 12 2.17% Increased
230
Empower Advisory Group
Empower Advisory Group
Colorado
$223M +$1.41M 2 0.76% Increased
231
Cerity Partners
Cerity Partners
New York
$223M +$63.9M 17 0.49% Increased
232
Nissay Asset Management
Nissay Asset Management
Japan
$221M +$34.3M 5 1.4% Increased
233
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$218M +$26.4M 6 1.04% Increased
234
Hood River Capital Management
Hood River Capital Management
Florida
$216M +$24.2M 2 3.49% Increased
235
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$215M -$2.53M 1 0.87% Reduced
236
Baupost Group
Baupost Group
Massachusetts
$211M +$73.9M 1 6.01% Increased
237
AustralianSuper
AustralianSuper
Australia
$211M +$182M 1 1.05% Increased
238
LGP
Leonard Green & Partners
California
$211M -$372M 1 4.61% Reduced
239
Brown Advisory
Brown Advisory
Maryland
$208M -$6.8M 9 0.26% Reduced
240
OCAM
Owl Creek Asset Management
New York
$205M -$167K 2 8.21% Reduced
241
M&T Bank
M&T Bank
New York
$204M +$912K 13 0.67% Increased
242
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$204M +$76.2M 13 1.36% Increased
243
Czech National Bank
Czech National Bank
Czech Republic
$203M +$11.4M 5 2.04% Increased
244
FFM
Fullerton Fund Management
Singapore
$203M +$26.5M 2 8.51% Increased
245
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$202M -$18.6M 5 1.21% Reduced
246
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$200M -$2.82M 5 2.2% Reduced
247
Waverton Investment Management
Waverton Investment Management
United Kingdom
$198M +$13.4M 2 3.25% Increased
248
Belvedere Trading
Belvedere Trading
Illinois
$197M +$14.8M 3 0.26% Increased
249
AssetMark Inc
AssetMark Inc
California
$194M -$2.03M 14 0.56% Reduced
250
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$194M -$8.29M 16 0.66% Reduced