← All themes

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
Verition Fund Management
Verition Fund Management
Connecticut
$165M +$68.2M 24 0.77% Increased
277
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$165M +$7.19M 9 1.59% Increased
278
INTECH Investment Management
INTECH Investment Management
Florida
$164M +$47.7M 24 1.69% Increased
279
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$163M +$129M 11 1.42% Increased
280
AAM
ACK Asset Management
Connecticut
$163M -$4.89M 4 26.73% Reduced
281
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$163M +$98.9M 3 0.59% Increased
282
RB
Robert Bosch
Germany
$162M $0 1 100% Maintained
283
GTS Securities
GTS Securities
Florida
$162M +$191M 3 7.02% Increased
284
Select Equity Group
Select Equity Group
New York
$162M -$27.5M 3 0.7% Reduced
285
Utah Retirement Systems
Utah Retirement Systems
Utah
$161M -$323K 9 1.86% Reduced
286
CGH
Contrarius Group Holdings
Bermuda
$158M +$65.2M 1 10.83% Increased
287
Tredje AP-fonden
Tredje AP-fonden
Sweden
$158M +$73.1M 4 1.48% Increased
288
QRG Capital Management
QRG Capital Management
Illinois
$156M -$8.46M 10 1.62% Reduced
289
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$156M +$1.19M 26 1.57% Increased
290
USS Investment Management
USS Investment Management
United Kingdom
$153M -$3.97M 5 1.12% Reduced
291
MML Investors Services
MML Investors Services
Massachusetts
$152M +$16.3M 13 0.51% Increased
292
Merewether Investment Management
Merewether Investment Management
Texas
$151M +$39.6M 2 5.49% Increased
293
VARA
Value Aligned Research Advisors
New Jersey
$151M +$138M 1 11% Increased
294
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$150M +$68.1M 3 4.18% Increased
295
Point72 Asset Management
Point72 Asset Management
Connecticut
$150M -$88.1M 10 0.34% Reduced
296
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$148M -$12M 6 2.28% Reduced
297
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$148M +$7.04M 4 1.31% Increased
298
NSCM
New South Capital Management
Tennessee
$148M -$9.97M 2 7.14% Reduced
299
Empower Advisory Group
Empower Advisory Group
Colorado
$148M -$91.4M 2 0.48% Reduced
300
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$147M +$14.6M 5 1.48% Increased