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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
276
Swiss Life Asset Management
Swiss Life Asset Management
$75M +$48M 3 1.1% Increased
277
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$74.7M +$44.1M 2 1.23% Increased
278
Daiwa Securities Group
Daiwa Securities Group
Japan
$74.7M -$3.2M 5 0.58% Reduced
279
Artisan Partners
Artisan Partners
Wisconsin
$74.1M -$4.24M 1 0.09% Reduced
280
WBC
Westpac Banking Corp
Australia
$73.6M -$65.2K 3 0.84% Reduced
281
ClearBridge Investments
ClearBridge Investments
New York
$72.2M +$56.7M 8 0.06% Increased
282
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$71.8M +$1.71M 8 0.75% Increased
283
OCM
Ogborne Capital Management
California
$70.6M -$7.04M 1 18.94% Reduced
284
Energy Income Partners
Energy Income Partners
Connecticut
$69.7M +$7.44M 1 1.99% Increased
285
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$69.5M +$7.35M 2 0.94% Increased
286
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$69.4M +$45.7M 4 1.86% Increased
287
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$68.7M +$42M 11 1.99% Increased
288
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$68.6M -$2.78M 5 0.41% Reduced
289
SCCM
Schafer Cullen Capital Management
New York
$68.2M -$14M 3 1.01% Reduced
290
Squarepoint
Squarepoint
New York
$68M +$19.3M 10 0.51% Increased
291
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$67.9M -$16.8M 6 0.6% Reduced
292
Voloridge Investment Management
Voloridge Investment Management
Florida
$67.6M +$32.2M 9 0.57% Increased
293
BCH
Berkshire Capital Holdings
California
$67.3M +$4.77M 1 7.15% Increased
294
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$66.7M -$6.42M 3 0.67% Reduced
295
Pacer Advisors
Pacer Advisors
Pennsylvania
$65M +$6.99M 12 1.22% Increased
296
SSM
Sound Shore Management
Connecticut
$64M -$34.8M 1 1.9% Reduced
297
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$62.8M +$21.4M 2 1.19% Increased
298
SCM
Suvretta Capital Management
New York
$62.1M +$56.8M 1 0.89% New
299
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$61.1M +$15.8M 3 0.67% Increased
300
Oppenheimer & Co
Oppenheimer & Co
New York
$60.9M +$4.68M 11 1.28% Increased