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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
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$271M +$133M 12 1.2% Increased
302
OP Asset Management
OP Asset Management
$270M +$26.2M 10 3.29% Increased
303
Regions Financial Corp
Regions Financial Corp
Alabama
$268M +$2.84M 7 1.71% Increased
304
INTECH Investment Management
INTECH Investment Management
Florida
$266M +$62M 22 2.38% Increased
305
CIBC World Market
CIBC World Market
Ontario, Canada
$264M +$22.5M 13 0.43% Increased
306
Capital International Sarl
Capital International Sarl
California
$262M -$8.05M 3 4.21% Reduced
307
HRT Financial
HRT Financial
New York
$261M +$23.8M 17 0.83% Increased
308
Jones Financial Companies
Jones Financial Companies
Missouri
$258M +$38.9M 30 0.16% Increased
309
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$258M +$219M 6 2.99% Increased
310
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$256M +$50.8K 5 2.01% Increased
311
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$256M -$32M 5 5.71% Reduced
312
ING Group
ING Group
Netherlands
$253M -$197M 7 1.53% Reduced
313
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$252M +$3.65M 4 2.01% Increased
314
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$252M +$10.4M 17 2.46% Increased
315
Commerce Bank
Commerce Bank
Missouri
$249M -$1.31M 10 1.37% Reduced
316
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$249M +$2.87M 4 1.5% Increased
317
Harvest Portfolios Group
Harvest Portfolios Group
Ontario, Canada
$246M +$18.2M 7 4.27% Increased
318
Rakuten Investment Management
Rakuten Investment Management
Japan
$245M +$150M 4 0.83% Increased
319
Alyeska Investment Group
Alyeska Investment Group
Illinois
$245M -$427M 8 0.69% Reduced
320
Troy Asset Management
Troy Asset Management
United Kingdom
$245M +$91.3M 1 6.31% Increased
321
Comerica Bank
Comerica Bank
Texas
$244M -$33.4M 21 0.97% Reduced
322
Sands Capital Management
Sands Capital Management
Virginia
$243M +$253M 1 0.74% New
323
Wealthfront Advisers
Wealthfront Advisers
California
$242M +$7.86M 8 0.54% Increased
324
Sanctuary Advisors
Sanctuary Advisors
Indiana
$241M +$11M 15 1.32% Increased
325
Mediolanum International Funds
Mediolanum International Funds
Ireland
$241M +$29.9M 5 2.41% Increased