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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
301
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$67.4M -$1.28M 1 1.96% Reduced
302
Pendal Group
Pendal Group
Australia
$67.1M -$9.85M 2 0.58% Reduced
303
HRT Financial
HRT Financial
New York
$67M +$85.1M 11 0.95% Increased
304
New York Life Investment Management
New York Life Investment Management
New York
$66.8M +$1.89M 7 0.76% Increased
305
IFM Investors
IFM Investors
Australia
$66M +$6.98M 3 1.11% Increased
306
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$65.9M +$778K 3 1.02% Increased
307
SAM
Scopus Asset Management
New York
$65.6M -$4.31M 5 1.78% Reduced
308
Trillium Asset Management
Trillium Asset Management
Massachusetts
$65.6M -$5.87M 3 2.02% Reduced
309
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$65.3M -$2.02M 13 0.69% Reduced
310
SAMH
Shanda Asset Management Holdings
British Virgin Islands
$65.3M +$100M 1 3.57% New
311
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$62.8M +$8.03M 1 1.66% Increased
312
National Bank of Canada
National Bank of Canada
Quebec, Canada
$62.7M -$6.2M 15 0.16% Reduced
313
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$62.6M -$16.2M 9 0.09% Reduced
314
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$62.6M +$7.93M 14 0.31% Increased
315
CIP
Champlain Investment Partners
Vermont
$61.8M -$248K 1 0.4% Reduced
316
GAMCO Investors
GAMCO Investors
Connecticut
$61.8M -$8.23M 8 0.66% Reduced
317
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$61.6M +$3.43M 7 0.64% Increased
318
JVBC
J.V. Bruni & Co
Colorado
$61.6M -$222K 3 8.63% Reduced
319
Trexquant Investment
Trexquant Investment
Connecticut
$61.1M +$69.5M 11 1.73% Increased
320
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$59.1M +$3.95M 22 0.34% Increased
321
NC
Nightview Capital
Texas
$58.2M -$23.3M 1 37.98% Reduced
322
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$58M -$312M 4 0.59% Reduced
323
SB Investment Advisers (UK)
SB Investment Advisers (UK)
United Kingdom
$57.8M $0 1 0.48% Maintained
324
Swiss Life Asset Management
Swiss Life Asset Management
$57.7M -$188K 5 0.96% Reduced
325
KeyBank National Association
KeyBank National Association
Ohio
$57.5M -$14.9M 6 0.28% Reduced