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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
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$253M -$14.2M 5 5.21% Reduced
252
AIM
Allen Investment Management
New York
$251M +$163M 2 2.74% Increased
253
Vontobel Holding
Vontobel Holding
Switzerland
$250M -$25.7M 12 0.8% Reduced
254
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$245M +$7.26M 18 0.75% Increased
255
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$245M +$8.48M 6 2.93% Increased
256
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$245M -$1.77M 5 2.67% Reduced
257
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$243M +$31.2M 1 1.4% Increased
258
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$242M -$39.8M 14 0.86% Reduced
259
Westwood Holdings Group
Westwood Holdings Group
Texas
$237M -$45.5M 6 1.71% Reduced
260
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$236M -$34.1M 5 1.37% Reduced
261
MFS
Mirabella Financial Services
United Kingdom
$235M +$15.2M 3 24.16% Increased
262
PointState Capital
PointState Capital
New York
$234M -$293M 2 3.57% Reduced
263
CET
Clean Energy Transition
United Kingdom
$234M -$59M 4 18.72% Reduced
264
Tredje AP-fonden
Tredje AP-fonden
Sweden
$231M +$23.7M 3 1.84% Increased
265
Ninety One (UK)
Ninety One (UK)
United Kingdom
$231M -$198M 1 0.54% Reduced
266
William Blair Investment Management
William Blair Investment Management
Illinois
$228M +$40.3M 1 0.61% Increased
267
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$226M +$4.43M 8 2.02% Increased
268
Great Lakes Advisors
Great Lakes Advisors
Illinois
$224M +$10.2M 8 1.88% Increased
269
QRG Capital Management
QRG Capital Management
Illinois
$224M +$19.9M 10 1.95% Increased
270
IFM Investors
IFM Investors
Australia
$224M +$8.65M 4 2.13% Increased
271
INTECH Investment Management
INTECH Investment Management
Florida
$219M +$13M 24 2.06% Increased
272
Pathstone Holdings
Pathstone Holdings
New Jersey
$218M -$4.26M 18 0.86% Reduced
273
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$218M -$24.8M 7 0.65% Reduced
274
Nissay Asset Management
Nissay Asset Management
Japan
$216M -$9.31M 5 1.27% Reduced
275
Mercer Global Advisors
Mercer Global Advisors
Colorado
$214M +$22.2M 14 0.44% Increased