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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
Utah Retirement Systems
Utah Retirement Systems
Utah
$118M +$17K 8 1.38% Increased
277
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$117M +$72.7M 2 1.01% Increased
278
CIP
Champlain Investment Partners
Vermont
$116M +$4.52M 1 0.66% Increased
279
IFM Investors
IFM Investors
Australia
$114M -$159K 3 1.24% Reduced
280
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$113M +$4.41M 4 1.24% Increased
281
LA
Legacy Advisors
Pennsylvania
$111M -$15.9M 3 14.09% Reduced
282
Mercer Global Advisors
Mercer Global Advisors
Colorado
$111M +$6.24M 12 0.32% Increased
283
Yousif Capital Management
Yousif Capital Management
Michigan
$111M -$2.43M 14 1.23% Reduced
284
Scout Investments
Scout Investments
Missouri
$111M -$35.3M 2 2.72% Reduced
285
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$111M +$5.12M 4 2.07% Increased
286
Two Sigma Advisers
Two Sigma Advisers
New York
$110M -$3.3M 15 0.25% Reduced
287
Panagora Asset Management
Panagora Asset Management
Massachusetts
$109M -$23.7M 8 0.57% Reduced
288
EARNEST Partners
EARNEST Partners
Georgia
$109M -$2.54M 2 0.5% Reduced
289
Gabelli Funds
Gabelli Funds
New York
$108M -$38.8M 9 0.8% Reduced
290
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$108M +$5.22M 2 0.32% Increased
291
Homestead Advisers
Homestead Advisers
Virginia
$107M -$2.52M 1 2.52% Reduced
292
Degroof Petercam Asset Management
Degroof Petercam Asset Management
Belgium
$107M +$1.11M 3 1.28% Increased
293
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$106M -$2.75M 2 5.67% Reduced
294
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$106M -$22.4M 13 0.95% Reduced
295
Ariel Investments
Ariel Investments
Illinois
$106M -$27.9M 1 1.04% Reduced
296
Kestra Advisory Services
Kestra Advisory Services
Texas
$105M +$8.55M 11 0.7% Increased
297
Nissay Asset Management
Nissay Asset Management
Japan
$105M +$19.6M 5 0.72% Increased
298
Glenmede Trust
Glenmede Trust
Pennsylvania
$104M -$4.2M 8 0.52% Reduced
299
Oppenheimer & Co
Oppenheimer & Co
New York
$104M -$1.4M 12 1.72% Reduced
300
New York Life Investment Management
New York Life Investment Management
New York
$104M -$4.1M 13 1.03% Reduced