← 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
301
NSLI
Nan Shan Life Insurance
Taiwan
$105M -$29.3M 1 1.59% Reduced
302
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$105M -$33.6M 3 1.29% Reduced
303
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$104M +$63.7M 13 0.81% Increased
304
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$104M -$9.32M 11 2.29% Reduced
305
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$103M -$5.11M 5 0.48% Reduced
306
Alyeska Investment Group
Alyeska Investment Group
Illinois
$103M +$10.2M 6 1.18% Increased
307
Artemis Investment Management
Artemis Investment Management
United Kingdom
$101M +$54.2M 2 0.73% Increased
308
HCS
Himension Capital (Singapore)
Singapore
$101M +$10.7M 1 7.73% Increased
309
CIBC World Markets
CIBC World Markets
New York
$101M -$39.9M 3 0.54% Reduced
310
WBC
Westpac Banking Corp
Australia
$101M +$12.7M 2 1.04% Increased
311
Guinness Asset Management
Guinness Asset Management
United Kingdom
$100M +$11.6M 3 3.93% Increased
312
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$100M -$5.03M 1 1.18% Reduced
313
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$100M -$49.3M 2 1.2% Reduced
314
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$99M -$143M 3 0.31% Reduced
315
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$98.2M +$9.6M 3 2.26% Increased
316
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$97.9M -$5.74M 3 0.57% Reduced
317
CIBC World Market
CIBC World Market
Ontario, Canada
$95.3M +$28.8M 6 0.27% Increased
318
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$94.6M +$44.6M 7 0.91% Increased
319
Mercer Global Advisors
Mercer Global Advisors
Colorado
$92.9M -$2.3M 9 0.57% Reduced
320
Optiver Holding
Optiver Holding
Netherlands
$92.4M +$678K 2 0.08% Increased
321
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$92.1M +$11.6M 2 1.34% Increased
322
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$92.1M -$19.6M 9 0.35% Reduced
323
SCA
Southpoint Capital Advisors
New York
$91.7M +$46.1M 1 1.76% Increased
324
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$91M -$2.63M 2 1.8% Reduced
325
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$90.3M +$12M 2 3.45% Increased