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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
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$168M -$22.8M 2 2.08% Reduced
327
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$167M -$33.6K 5 1.66% Reduced
328
Bridgewater Associates
Bridgewater Associates
Connecticut
$165M +$122M 6 0.76% Increased
329
Boston Trust Walden
Boston Trust Walden
Massachusetts
$164M -$1.65M 5 1.15% Reduced
330
RB
Robert Bosch
Germany
$162M +$145M 1 45.52% New
331
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$162M +$12.4M 15 2.44% Increased
332
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$162M -$1.37M 3 1.56% Reduced
333
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$161M +$5.62M 30 0.67% Increased
334
Eventide Asset Management
Eventide Asset Management
Massachusetts
$160M +$66.4M 4 2.92% Increased
335
Westwood Holdings Group
Westwood Holdings Group
Texas
$159M -$2.53M 6 1.23% Reduced
336
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$157M -$9.83M 10 0.41% Reduced
337
UniSuper Management
UniSuper Management
Australia
$157M -$82.3M 4 1.12% Reduced
338
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
$156M +$6.35M 4 5.14% Increased
339
Wealthfront Advisers
Wealthfront Advisers
California
$154M +$19.5M 6 0.45% Increased
340
Oppenheimer & Co
Oppenheimer & Co
New York
$154M +$1.37M 14 2.29% Increased
341
Aware Super
Aware Super
Australia
$153M +$125M 4 2.44% New
342
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$150M -$22.5M 8 0.49% Reduced
343
CI Investments Inc
CI Investments Inc
Ontario, Canada
$149M -$27.3M 13 0.56% Reduced
344
Axiom Investors
Axiom Investors
Connecticut
$149M +$119M 2 1.1% Increased
345
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$148M +$18.3M 14 1.26% Increased
346
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$147M -$45.4M 2 2.8% Reduced
347
APG Asset Management
APG Asset Management
Netherlands
$144M +$137M 2 0.4% Increased
348
Mediolanum International Funds
Mediolanum International Funds
Ireland
$144M +$32.6M 5 1.86% Increased
349
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$143M -$98.9M 1 2.59% Reduced
350
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$143M +$15M 16 1.16% Increased