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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
Candriam SCA
Candriam SCA
Luxembourg
$135M +$16.6M 5 0.86% Increased
252
Encompass Capital Advisors
Encompass Capital Advisors
New York
$135M +$61.3M 4 7.31% Increased
253
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$135M -$32.3M 5 1% Reduced
254
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$135M -$24.9M 3 0.32% Reduced
255
Empower Advisory Group
Empower Advisory Group
Colorado
$134M +$30.5M 3 0.5% Increased
256
Lyrical Asset Management
Lyrical Asset Management
New York
$134M +$2.55M 1 1.99% Increased
257
Capstone Investment Advisors
Capstone Investment Advisors
New York
$133M +$132M 10 0.48% Increased
258
CIBC World Markets
CIBC World Markets
New York
$133M -$80.3M 5 0.87% Reduced
259
Capital International Investors
Capital International Investors
California
$133M +$42.1M 3 0.03% Increased
260
Brown Advisory
Brown Advisory
Maryland
$132M +$16.4M 8 0.18% Increased
261
SAM
Scopus Asset Management
New York
$132M +$7.78M 6 2.72% Increased
262
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$131M -$10M 2 1.51% Reduced
263
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$131M +$23.7M 6 0.69% Increased
264
ORIO
Old Republic International (ORI)
Illinois
$129M -$52.6M 2 5.08% Reduced
265
UniSuper Management
UniSuper Management
Australia
$129M +$8.19M 6 1.23% Increased
266
Winslow Capital Management
Winslow Capital Management
Minnesota
$128M -$113M 1 0.48% Reduced
267
Walleye Trading
Walleye Trading
New York
$128M +$70.7M 7 0.27% Increased
268
Belvedere Trading
Belvedere Trading
Illinois
$125M +$99M 1 0.16% Increased
269
UBV
United Bank (Virginia)
Virginia
$125M $0 1 14.86% Maintained
270
Comerica Bank
Comerica Bank
Texas
$124M -$5.62M 21 0.54% Reduced
271
Pathstone Holdings
Pathstone Holdings
New Jersey
$123M +$8.52M 18 0.57% Increased
272
NAH
Neumann Advisory (HK)
Hong Kong
$121M +$977K 1 59.59% Increased
273
Mutual of America Capital Management
Mutual of America Capital Management
New York
$120M -$4.96M 13 1.29% Reduced
274
Trillium Asset Management
Trillium Asset Management
Massachusetts
$119M +$877K 5 3.03% Increased
275
Czech National Bank
Czech National Bank
Czech Republic
$118M +$743K 4 1.52% Increased