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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
Woodline Partners
Woodline Partners
California
$279M +$59.7M 6 1.32% Increased
277
Utah Retirement Systems
Utah Retirement Systems
Utah
$275M +$2.1M 10 2.67% Increased
278
Westwood Holdings Group
Westwood Holdings Group
Texas
$273M -$3.4M 6 1.95% Reduced
279
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$272M +$32.1M 24 0.18% Increased
280
Comerica Bank
Comerica Bank
Texas
$271M +$1.64M 21 1.02% Increased
281
Regions Financial Corp
Regions Financial Corp
Alabama
$271M -$9.69M 7 1.76% Reduced
282
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$268M -$41.5M 5 5.58% Reduced
283
Guinness Asset Management
Guinness Asset Management
United Kingdom
$268M +$236M 4 4.26% Increased
284
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$267M +$18M 15 1.57% Increased
285
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$267M +$5.57M 6 3.06% Increased
286
Capital International Sarl
Capital International Sarl
California
$266M +$22.4M 3 4.6% Increased
287
NewEdge Advisors
NewEdge Advisors
Louisiana
$266M +$9.03M 28 1.21% Increased
288
Voloridge Investment Management
Voloridge Investment Management
Florida
$262M +$71.8M 8 0.88% Increased
289
M&T Bank
M&T Bank
New York
$260M -$13.9M 13 0.87% Reduced
290
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$258M +$9.48M 5 2.09% Increased
291
AIM
Allen Investment Management
New York
$257M -$33.8M 3 2.85% Reduced
292
Commerce Bank
Commerce Bank
Missouri
$256M -$1.07M 10 1.42% Reduced
293
Quadrature Capital
Quadrature Capital
United Kingdom
$255M +$174M 8 3.02% Increased
294
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$255M -$190M 3 1.23% Reduced
295
MML Investors Services
MML Investors Services
Massachusetts
$255M +$212K 15 0.68% Increased
296
IP
Interval Partners
New York
$252M -$117M 5 4.11% Reduced
297
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$250M +$6.89M 3 1.88% Increased
298
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$250M -$1.52M 4 1.99% Reduced
299
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$249M +$31.9M 31 0.75% Increased
300
IMC Chicago
IMC Chicago
Illinois
$247M +$10.9M 6 0.09% Increased