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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
251
US Bancorp
US Bancorp
Minnesota
$146M -$15K 23 0.24% Reduced
252
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$145M -$487M 8 0.4% Reduced
253
Rockefeller Capital Management
Rockefeller Capital Management
New York
$144M +$3.57M 23 0.69% Increased
254
Comerica Bank
Comerica Bank
Texas
$143M -$2.09M 13 1.04% Reduced
255
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$142M +$14.9M 7 1.33% Increased
256
Pathstone Family Office
Pathstone Family Office
New Jersey
$141M +$75M 10 3.29% Increased
257
Capital International Sarl
Capital International Sarl
California
$141M +$17.2M 1 6.98% Increased
258
LA
Legacy Advisors
Pennsylvania
$140M +$140M 2 27.18% Increased
259
Boston Trust Walden
Boston Trust Walden
Massachusetts
$139M -$1.8M 4 1.15% Reduced
260
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$138M +$4.86M 1 11.28% Increased
261
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$137M +$84.2M 5 1.03% Increased
262
Ariel Investments
Ariel Investments
Illinois
$136M +$281K 1 1.21% Increased
263
Glenmede Trust
Glenmede Trust
Pennsylvania
$135M -$5.01M 10 0.66% Reduced
264
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$133M -$872K 2 1.34% Reduced
265
CET
Clean Energy Transition
United Kingdom
$133M -$32.8M 2 22.71% Reduced
266
MSL
Mackay Shields LLC
New York
$132M -$1.2M 2 1.16% Reduced
267
William Blair & Company
William Blair & Company
Illinois
$132M +$3.95M 11 0.46% Increased
268
CRM
Cramer Rosenthal McGlynn
Connecticut
$130M -$11.3M 3 5.07% Reduced
269
Swiss Life Asset Management
Swiss Life Asset Management
$129M -$4.34M 3 1.82% Reduced
270
Nissay Asset Management
Nissay Asset Management
Japan
$127M +$2.48M 2 1.11% Increased
271
Regions Financial Corp
Regions Financial Corp
Alabama
$120M +$16.9M 5 0.97% Increased
272
Artemis Investment Management
Artemis Investment Management
United Kingdom
$120M +$18.6M 2 0.96% Increased
273
EARNEST Partners
EARNEST Partners
Georgia
$119M -$3.16M 9 0.71% Reduced
274
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$119M -$2.75M 12 1.16% Reduced
275
HCM
Hitchwood Capital Management
New York
$119M $0 1 8.9% Maintained