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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
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$104M -$19.6M 3 1.31% Reduced
252
IFM Investors
IFM Investors
Australia
$104M +$13.6M 2 1.82% Increased
253
Eagle Asset Management
Eagle Asset Management
Florida
$103M -$20.9M 4 0.64% Reduced
254
New York Life Investment Management
New York Life Investment Management
New York
$102M +$122M 7 1.18% New
255
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$101M -$59.1M 7 0.86% Reduced
256
SoftBank Group
SoftBank Group
Japan
$101M $0 1 1.29% Maintained
257
Pathstone Family Office
Pathstone Family Office
New Jersey
$99.1M +$11.2M 11 2.18% Increased
258
Regions Financial Corp
Regions Financial Corp
Alabama
$97.9M -$3.52M 4 0.93% Reduced
259
CET
Clean Energy Transition
United Kingdom
$97.5M -$21.3M 2 18.87% Reduced
260
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$96.5M -$331K 3 0.54% Reduced
261
GCM
Goldstream Capital Management
Hong Kong
$94.1M -$131M 1 82.06% Reduced
262
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$92.9M -$88.7M 1 0.26% Reduced
263
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$92.6M -$2.3M 5 2.05% Reduced
264
EARNEST Partners
EARNEST Partners
Georgia
$91.5M -$3.23M 9 0.61% Reduced
265
Federated Hermes
Federated Hermes
Pennsylvania
$91.2M -$81.8M 15 0.25% Reduced
266
William Blair & Company
William Blair & Company
Illinois
$90.3M -$3.64M 12 0.4% Reduced
267
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$90.1M -$42.4M 18 0.4% Reduced
268
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$89.8M +$4.15M 1 8.52% Increased
269
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$88.8M -$12.7M 4 1.97% Reduced
270
ORIO
Old Republic International (ORI)
Illinois
$87.4M $0 2 2.11% Maintained
271
HA
HHLR Advisors
Cayman Islands
$86M +$72.6M 2 1.84% New
272
TA
Trivest Advisors
Hong Kong
$86M +$28.3M 1 18.62% Increased
273
Swiss Life Asset Management
Swiss Life Asset Management
$86M +$1.44M 3 1.39% Increased
274
Shelton Capital Management
Shelton Capital Management
Colorado
$85.8M +$78.3K 10 3.86% Increased
275
Guinness Asset Management
Guinness Asset Management
United Kingdom
$84.8M -$1.9M 3 3.34% Reduced