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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
$136M -$8.49M 4 1.81% Reduced
252
Candriam SCA
Candriam SCA
Luxembourg
$136M -$9.59M 5 0.96% Reduced
253
SAM
Scopus Asset Management
New York
$136M +$13.1M 5 3.85% Increased
254
PineBridge Investments
PineBridge Investments
New York
$132M -$4.62M 6 1.47% Reduced
255
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$132M +$56.2M 2 2.84% Increased
256
GC
GMT Capital
Georgia
$132M -$8.75M 2 4.96% Reduced
257
New York Life Investment Management
New York Life Investment Management
New York
$131M -$725K 13 1.42% Reduced
258
IMC Chicago
IMC Chicago
Illinois
$131M +$134M 4 0.12% Increased
259
HCC
Hill City Capital
Massachusetts
$130M +$45.5M 2 17.39% Increased
260
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$128M -$7.81M 3 1.55% Reduced
261
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$127M -$2.62M 13 1.6% Reduced
262
Driehaus Capital Management
Driehaus Capital Management
Illinois
$127M +$2.77K 9 1.65% Increased
263
AssetMark Inc
AssetMark Inc
California
$126M +$113M 14 0.51% Increased
264
Epoch Investment Partners
Epoch Investment Partners
New York
$126M -$21.8M 3 0.8% Reduced
265
SI
Standard Investments
New York
$123M -$14.4M 1 7.51% Reduced
266
CIBC World Market
CIBC World Market
Ontario, Canada
$121M -$138M 10 0.4% Reduced
267
INTECH Investment Management
INTECH Investment Management
Florida
$120M -$8.75M 7 1.77% Reduced
268
Brown Advisory
Brown Advisory
Maryland
$119M +$9.55M 8 0.19% Increased
269
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$118M +$4.11M 15 0.45% Increased
270
Westwood Holdings Group
Westwood Holdings Group
Texas
$118M -$8.21M 3 1.1% Reduced
271
EARNEST Partners
EARNEST Partners
Georgia
$117M -$2.49M 8 0.68% Reduced
272
CI Investments Inc
CI Investments Inc
Ontario, Canada
$117M -$3.09M 9 0.65% Reduced
273
AAM
ACK Asset Management
Connecticut
$117M +$14.4M 3 17% Increased
274
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$117M -$20.8M 3 0.17% Reduced
275
Voloridge Investment Management
Voloridge Investment Management
Florida
$114M +$88.9M 4 0.56% Increased