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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
Calamos Advisors
Calamos Advisors
Illinois
$97M -$7.23M 4 0.46% Reduced
252
Mutual of America Capital Management
Mutual of America Capital Management
New York
$95.8M +$16.8M 11 1.19% Increased
253
Artemis Investment Management
Artemis Investment Management
United Kingdom
$95.6M -$15.7M 2 1.08% Reduced
254
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$95M +$13.4M 5 0.4% Increased
255
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$93.6M +$2.87M 2 1.41% Increased
256
CET
Clean Energy Transition
United Kingdom
$92.1M -$2.22M 1 14.7% Reduced
257
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$91.3M +$16.5M 12 0.77% Increased
258
Optiver Holding
Optiver Holding
Netherlands
$89.9M +$50.1M 1 0.09% Increased
259
Ossiam
Ossiam
France
$89.7M +$13.4M 3 2.32% Increased
260
CI Investments Inc
CI Investments Inc
Ontario, Canada
$89.6M +$4.22M 9 0.45% Increased
261
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$89.5M -$8.09M 14 0.75% Reduced
262
US Bancorp
US Bancorp
Minnesota
$88.9M -$6.33M 27 0.16% Reduced
263
Xponance
Xponance
Pennsylvania
$88.4M +$14.7M 9 1.43% Increased
264
Gabelli Funds
Gabelli Funds
New York
$88.1M +$6.49M 11 0.68% Increased
265
SoftBank Group
SoftBank Group
Japan
$87.4M $0 1 1.31% Maintained
266
TPSF
Texas Permanent School Fund
Texas
$85.5M -$634K 12 1.3% Reduced
267
M&T Bank
M&T Bank
New York
$84.9M -$3.18M 11 0.34% Reduced
268
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$84.7M +$19.3M 7 0.65% Increased
269
Yousif Capital Management
Yousif Capital Management
Michigan
$84.3M +$4.22M 13 1.11% Increased
270
Atreides Management
Atreides Management
Massachusetts
$83M +$93.6M 1 3.27% Increased
271
NAH
Neumann Advisory (HK)
Hong Kong
$82.9M +$5.29M 1 50.97% Increased
272
AAM
ACK Asset Management
Connecticut
$81.2M +$6.72M 3 14.91% Increased
273
PineBridge Investments
PineBridge Investments
New York
$81.2M -$11.5M 5 0.98% Reduced
274
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$80.7M -$24.7M 2 1.14% Reduced
275
William Blair & Company
William Blair & Company
Illinois
$80.6M -$2.43M 11 0.35% Reduced