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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
PineBridge Investments
PineBridge Investments
New York
$247M -$2.89M 7 1.83% Reduced
302
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$246M +$24.6M 4 1.58% Increased
303
Candriam SCA
Candriam SCA
Luxembourg
$245M -$17.5M 5 1.28% Reduced
304
New York Life Investment Management
New York Life Investment Management
New York
$243M -$4.64M 8 2.13% Reduced
305
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$242M +$3.18M 18 2.48% Increased
306
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$240M -$1.64M 11 1.72% Reduced
307
CIBC World Market
CIBC World Market
Ontario, Canada
$240M -$6.8M 10 0.43% Reduced
308
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$239M +$57.7M 7 2.04% Increased
309
OP Asset Management
OP Asset Management
$239M +$23.9M 10 3.15% Increased
310
Tredje AP-fonden
Tredje AP-fonden
Sweden
$237M -$8.29M 4 1.91% Reduced
311
CGH
Contrarius Group Holdings
Bermuda
$237M -$7.34M 1 10.72% Reduced
312
William Blair Investment Management
William Blair Investment Management
Illinois
$237M -$62M 1 0.61% Reduced
313
USS Investment Management
USS Investment Management
United Kingdom
$235M +$102K 5 1.07% Increased
314
HRT Financial
HRT Financial
New York
$234M +$61.1M 14 0.86% Increased
315
Wealthfront Advisers
Wealthfront Advisers
California
$233M +$6.46M 7 0.55% Increased
316
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$231M -$3.64M 4 2.25% Reduced
317
Sanctuary Advisors
Sanctuary Advisors
Indiana
$230M +$17.3M 15 1.32% Increased
318
Icahn Carl
Icahn Carl
Florida
$230M +$94.3M 1 2.51% Increased
319
NSCM
New South Capital Management
Tennessee
$229M +$14.9M 2 10.43% Increased
320
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$229M +$6.88M 6 1.43% Increased
321
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$228M -$5.39M 8 0.64% Reduced
322
HFF
Halter Ferguson Financial
Indiana
$228M +$29.8M 1 52.11% Increased
323
Marsico Capital Management
Marsico Capital Management
Colorado
$228M +$25.7M 3 5.84% Increased
324
UniSuper Management
UniSuper Management
Australia
$227M +$48.8M 6 1.39% Increased
325
Pacer Advisors
Pacer Advisors
Pennsylvania
$226M -$21M 11 0.57% Reduced