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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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$192M +$13.3M 22 0.14% Increased
302
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$192M +$5.86M 4 2.1% Increased
303
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$192M +$8.57M 5 1.73% Increased
304
NewEdge Advisors
NewEdge Advisors
Louisiana
$192M +$32.8M 24 0.99% Increased
305
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$191M -$4.45M 6 1.82% Reduced
306
Boston Trust Walden
Boston Trust Walden
Massachusetts
$191M +$24.6M 5 1.36% Increased
307
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$189M +$29.3M 11 0.41% Increased
308
PineBridge Investments
PineBridge Investments
New York
$189M +$4.4M 6 1.5% Increased
309
New York Life Investment Management
New York Life Investment Management
New York
$189M +$1.82M 8 1.77% Increased
310
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$183M +$33.6M 15 2.07% Increased
311
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$182M -$2.47M 3 1.47% Reduced
312
Pacer Advisors
Pacer Advisors
Pennsylvania
$181M -$119M 10 0.45% Reduced
313
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$179M +$11M 4 0.65% Increased
314
TCW Group
TCW Group
California
$177M -$12.6M 5 1.39% Reduced
315
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$177M +$18.1M 1 1.7% Increased
316
USS Investment Management
USS Investment Management
United Kingdom
$176M -$16.7M 5 1.04% Reduced
317
NSCM
New South Capital Management
Tennessee
$176M +$12.1M 2 8.52% Increased
318
CGH
Contrarius Group Holdings
Bermuda
$176M -$17.3M 1 9.94% Reduced
319
Capital International Sarl
Capital International Sarl
California
$175M -$766K 4 3.37% Reduced
320
AAM
ACK Asset Management
Connecticut
$174M -$30.2M 5 22.9% Reduced
321
Marex Group
Marex Group
$174M -$31.3M 3 1.51% Reduced
322
Mutual of America Capital Management
Mutual of America Capital Management
New York
$174M -$3.64M 15 1.87% Reduced
323
Yousif Capital Management
Yousif Capital Management
Michigan
$173M -$1.57M 16 1.87% Reduced
324
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$173M +$169K 2 1.71% Increased
325
Wealthfront Advisers
Wealthfront Advisers
California
$172M +$11.1M 7 0.44% Increased