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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
Mercer Global Advisors
Mercer Global Advisors
Colorado
$358M +$35.8M 16 0.54% Increased
252
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$356M -$132M 5 1.18% Reduced
253
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$356M -$77.6M 2 7.91% Reduced
254
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$355M -$10.5M 17 1.07% Reduced
255
Construction & Building Unions Superannuation Fund
Construction & Building Unions Superannuation Fund
Australia
$355M +$347M 1 4.94% Increased
256
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$354M +$20.4M 23 0.94% Increased
257
Fisher Asset Management
Fisher Asset Management
Washington
$354M +$5.14M 9 0.12% Increased
258
Marex Group
Marex Group
$348M +$221M 3 2.19% Increased
259
Baupost Group
Baupost Group
Massachusetts
$347M -$20.7M 1 6.58% Reduced
260
Woodline Partners
Woodline Partners
California
$346M +$59.3M 5 1.34% Increased
261
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$345M +$81.2M 4 1.33% Increased
262
London & Capital Asset Management
London & Capital Asset Management
United Kingdom
$345M +$274M 3 3.57% Increased
263
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$344M +$99.2M 10 2.61% Increased
264
Artemis Investment Management
Artemis Investment Management
United Kingdom
$343M +$3.4M 4 4.15% Increased
265
Munro Partners
Munro Partners
Australia
$336M +$193M 3 8.73% Increased
266
ECP
Electron Capital Partners
New York
$331M -$145M 4 15.38% Reduced
267
Silvercrest Asset Management
Silvercrest Asset Management
New York
$330M +$10M 9 2.27% Increased
268
PUI
Purpose Unlimited Inc
$329M +$325M 4 15.07% New
269
UniSuper Management
UniSuper Management
Australia
$328M +$91.6M 6 1.96% Increased
270
Robeco Schweiz
Robeco Schweiz
Switzerland
$327M -$9.7M 5 7.33% Reduced
271
PCM
Prime Capital Management
Hong Kong
$324M $0 1 38.45% Maintained
272
Gotham Asset Management
Gotham Asset Management
New York
$324M +$21.9M 20 1.18% Increased
273
Hood River Capital Management
Hood River Capital Management
Florida
$323M -$34.2M 1 3.54% Reduced
274
BHB
Bank Hapoalim BM
Israel
$322M +$301M 2 27.99% Increased
275
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$321M +$39.2M 5 1.69% Increased