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 |
Daiwa Securities Group
Tokyo,
Japan
| $317M | +$1.58M | 11 | 1.17% | Increased |
|
| 227 |
Xponance
Philadelphia,
Pennsylvania
| $315M | +$22M | 15 | 2.63% | Increased |
|
| 228 |
Merewether Investment Management
Dallas,
Texas
| $312M | +$69.1M | 5 | 8.98% | Increased |
|
| 229 |
SG Americas Securities
New York
| $308M | +$152M | 20 | 1.28% | Increased |
|
| 230 |
Czech National Bank
Prague,
Czech Republic
| $306M | +$16.6M | 5 | 2.38% | Increased |
|
| 231 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
| $302M | -$134M | 4 | 0.64% | Reduced |
|
| 232 |
IP
Interval Partners
New York
| $300M | +$172M | 5 | 5.08% | Increased |
|
| 233 |
Amalgamated Bank
New York
| $295M | +$9.47M | 27 | 2.28% | Increased |
|
| 234 |
EARNEST Partners
Atlanta,
Georgia
| $293M | +$55.8M | 4 | 1.32% | Increased |
|
| 235 |
ING Group
Amsterdam,
Netherlands
| $291M | +$10.5M | 5 | 1.77% | Increased |
|
| 236 |
Nisa Investment Advisors
St. Louis,
Missouri
| $289M | +$2.93M | 28 | 1.3% | Increased |
|
| 237 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
| $287M | -$263M | 6 | 0.59% | Reduced |
|
| 238 |
Royce & Associates
New York
| $282M | -$20.6M | 11 | 2.89% | Reduced |
|
| 239 |
CIBC Asset Management
Toronto,
Ontario, Canada
| $279M | -$13.4M | 11 | 0.86% | Reduced |
|
| 240 |
Waverton Investment Management
London,
United Kingdom
| $276M | -$8.54M | 2 | 3.8% | Reduced |
|
| 241 |
Jain Global
New York
| $268M | +$149M | 12 | 2.08% | Increased |
|
| 242 |
S
Siemens
Munich,
Germany
| $267M | $0 | 1 | 100% | Maintained |
|
| 243 |
Robeco Schweiz
Zurich,
Switzerland
| $267M | -$32.9M | 4 | 6.15% | Reduced |
|
| 244 |
Alkeon Capital Management
New York
| $265M | $0 | 1 | 0.44% | Maintained |
|
| 245 |
Silvercrest Asset Management
New York
| $262M | -$2.03M | 9 | 1.76% | Reduced |
|
| 246 |
CIP
Champlain Investment Partners
Burlington,
Vermont
| $260M | +$31.2M | 2 | 1.81% | Increased |
|
| 247 |
CIBC World Markets
New York
| $257M | +$11.5M | 13 | 1.61% | Increased |
|
| 248 |
Cardano Risk Management
Rotterdam,
Netherlands
| $256M | +$12.2M | 1 | 3.27% | Increased |
|
| 249 |
Fisher Asset Management
Camas,
Washington
| $255M | +$14.9M | 9 | 0.1% | Increased |
|
| 250 |
Regions Financial Corp
Birmingham,
Alabama
| $254M | +$2.55M | 6 | 1.75% | Increased |
|