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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
Utah Retirement Systems
Utah Retirement Systems
Utah
$116M +$313K 8 1.67% Increased
252
CIBC World Markets
CIBC World Markets
New York
$114M -$88.3M 3 1.87% Reduced
253
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$114M -$1.14M 12 1.35% Reduced
254
CET
Clean Energy Transition
United Kingdom
$113M +$10.4M 1 10.18% Increased
255
Westwood Holdings Group
Westwood Holdings Group
Texas
$112M -$29.1M 3 1.01% Reduced
256
Clear Street
Clear Street
New York
$112M -$285M 2 3.98% Reduced
257
IFM Investors
IFM Investors
Australia
$111M +$3.2M 3 1.69% Increased
258
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$111M +$822K 3 1.25% Increased
259
Tredje AP-fonden
Tredje AP-fonden
Sweden
$111M +$14.9M 4 1.73% Increased
260
Brown Advisory
Brown Advisory
Maryland
$111M -$240K 7 0.19% Reduced
261
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$110M -$4.34M 4 1.48% Reduced
262
CI Investments Inc
CI Investments Inc
Ontario, Canada
$109M +$2.7M 9 0.55% Increased
263
New York Life Investment Management
New York Life Investment Management
New York
$109M +$4.87M 11 1.21% Increased
264
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$107M +$6.47M 13 1.07% Increased
265
Cerity Partners
Cerity Partners
New York
$107M +$4.27M 11 0.25% Increased
266
M&T Bank
M&T Bank
New York
$107M +$3.24M 13 0.41% Increased
267
William Blair & Company
William Blair & Company
Illinois
$105M +$7.21M 11 0.42% Increased
268
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$104M +$51.5M 16 0.86% Increased
269
CIBC World Market
CIBC World Market
Ontario, Canada
$104M +$37.7M 8 0.35% Increased
270
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$103M +$673K 1 0.07% Increased
271
Gabelli Funds
Gabelli Funds
New York
$102M -$4.04M 12 0.77% Reduced
272
CRM
Cramer Rosenthal McGlynn
Connecticut
$101M -$3.05M 3 4.55% Reduced
273
Empower Advisory Group
Empower Advisory Group
Colorado
$99.3M +$88.9M 3 0.45% New
274
HCC
Hill City Capital
Massachusetts
$98.1M +$14M 2 19.27% Increased
275
Nomura Holdings
Nomura Holdings
Japan
$97.9M -$303M 4 0.31% Reduced