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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
326
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$65.9M -$4.7M 3 1.81% Reduced
327
OPFM
Optimus Prime Fund Management
Cayman Islands
$65.5M -$7.06M 1 4.67% Reduced
328
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$64.3M +$2.91M 7 3.92% Increased
329
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$64.2M -$7.04M 6 0.43% Reduced
330
SAM
Securian Asset Management
Minnesota
$63.4M +$1.83M 8 1.3% Increased
331
Great Lakes Advisors
Great Lakes Advisors
Illinois
$63.3M +$32.6M 4 0.99% Increased
332
Pacer Advisors
Pacer Advisors
Pennsylvania
$62.7M +$3.53M 9 0.79% Increased
333
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$62.5M -$29.7M 2 0.95% Reduced
334
ING Group
ING Group
Netherlands
$61.7M +$50.6M 3 0.79% Increased
335
Homestead Advisers
Homestead Advisers
Virginia
$61.5M +$481K 3 1.5% Increased
336
Brown Advisory
Brown Advisory
Maryland
$61.2M +$407K 6 0.09% Increased
337
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$60.2M +$5.17M 2 1.89% Increased
338
Two Sigma Investments
Two Sigma Investments
New York
$59.6M -$79.3M 13 0.13% Reduced
339
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$58.9M +$41.3M 1 0.66% Increased
340
AssetMark Inc
AssetMark Inc
California
$58.4M -$28.3M 9 0.26% Reduced
341
JVBC
J.V. Bruni & Co
Colorado
$58.2M -$28.4K 3 7.6% Reduced
342
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$57.6M +$8.62M 10 1.63% Increased
343
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$57.3M +$4.12M 1 1.63% Increased
344
GF
Greenhouse Funds
Maryland
$57M +$6.61M 2 5.75% Increased
345
Achmea Investment Management
Achmea Investment Management
Netherlands
$56.8M -$1.52M 3 1.72% Reduced
346
Pzena Investment Management
Pzena Investment Management
New York
$56.7M -$368K 1 0.22% Reduced
347
Advisors Asset Management
Advisors Asset Management
Colorado
$56.5M +$674K 13 0.85% Increased
348
Huntington National Bank
Huntington National Bank
Ohio
$56.4M +$4.8M 12 0.56% Increased
349
SC
Shellback Capital
Massachusetts
$56.4M +$19.6M 2 3.29% Increased
350
GE
General Electric
Ohio
$56.4M +$62.1M 1 1.04% New