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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
Credit Agricole
Credit Agricole
France
$158M +$80.8M 9 0.85% Increased
252
Guggenheim Capital
Guggenheim Capital
Illinois
$157M +$401K 11 1.11% Increased
253
AAM
ACK Asset Management
Connecticut
$157M $0 2 19.33% Maintained
254
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$153M +$10.8M 7 0.9% Increased
255
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$152M +$72.9M 15 0.78% Increased
256
Great Lakes Advisors
Great Lakes Advisors
Illinois
$151M -$412K 10 1.34% Reduced
257
AMF Tjänstepension
AMF Tjänstepension
Sweden
$150M -$127M 3 1.12% Reduced
258
Czech National Bank
Czech National Bank
Czech Republic
$148M +$18.3M 5 1.7% Increased
259
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$148M -$14.4M 13 0.62% Reduced
260
Nissay Asset Management
Nissay Asset Management
Japan
$146M +$30.9M 6 0.97% Increased
261
SG Americas Securities
SG Americas Securities
New York
$146M -$86M 24 0.85% Reduced
262
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$145M -$11.3M 2 1.36% Reduced
263
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$145M +$22.2M 4 2.57% Increased
264
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$145M -$1.65M 7 1.53% Reduced
265
Westwood Holdings Group
Westwood Holdings Group
Texas
$145M +$7.25M 5 0.68% Increased
266
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$144M +$43.9M 4 5.49% Increased
267
Cardano Risk Management
Cardano Risk Management
Netherlands
$142M +$27.7M 1 2.79% Increased
268
Regions Financial Corp
Regions Financial Corp
Alabama
$142M -$2.51M 6 1.08% Reduced
269
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$141M +$3.51M 5 1.03% Increased
270
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$140M +$10.1M 4 2.65% Increased
271
Atreides Management
Atreides Management
Massachusetts
$139M +$96.1M 1 4.54% Increased
272
Pathstone Holdings
Pathstone Holdings
New Jersey
$138M +$4.7M 19 0.62% Increased
273
Candriam SCA
Candriam SCA
Luxembourg
$138M -$9.77M 7 0.84% Reduced
274
IFM Investors
IFM Investors
Australia
$137M +$10.1M 4 1.39% Increased
275
Squarepoint
Squarepoint
New York
$136M -$4.98M 23 0.23% Reduced