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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
351
Boston Trust Walden
Boston Trust Walden
Massachusetts
$224M +$9.21M 5 1.84% Increased
352
Advisory Services Network
Advisory Services Network
Georgia
$222M +$115M 31 2.95% Increased
353
Alkeon Capital Management
Alkeon Capital Management
New York
$220M -$51.5M 1 0.37% Reduced
354
Empowered Funds
Empowered Funds
Pennsylvania
$220M +$95.8M 19 1.4% Increased
355
Rakuten Investment Management
Rakuten Investment Management
Japan
$219M +$19.8M 2 0.45% Increased
356
Macquarie Group
Macquarie Group
Australia
$217M -$115M 6 1.3% Reduced
357
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$217M -$13.9M 5 1.71% Reduced
358
HFF
Halter Ferguson Financial
Indiana
$216M +$29.9M 1 47.35% Increased
359
Groupe la Francaise
Groupe la Francaise
France
$215M +$31.6M 4 2.95% Increased
360
New York Life Investment Management
New York Life Investment Management
New York
$212M +$7.31M 7 1.8% Increased
361
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$211M -$240M 8 0.89% Reduced
362
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$211M -$1.71M 6 1.93% Reduced
363
USS Investment Management
USS Investment Management
United Kingdom
$211M -$232K 4 0.82% Reduced
364
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$210M -$9.53M 4 2.37% Reduced
365
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$210M +$9.46M 18 1.56% Increased
366
AMF Tjänstepension
AMF Tjänstepension
Sweden
$210M +$125M 2 1.39% Increased
367
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$210M -$55.9M 8 3.01% Reduced
368
Mediolanum International Funds
Mediolanum International Funds
Ireland
$209M -$13M 6 2.22% Reduced
369
Mutual of America Capital Management
Mutual of America Capital Management
New York
$209M -$3.04M 16 2.37% Reduced
370
CGH
Contrarius Group Holdings
Bermuda
$208M +$16.9M 1 11.77% Increased
371
OCAM
Owl Creek Asset Management
New York
$207M -$18.4M 1 14.95% Reduced
372
AssetMark Inc
AssetMark Inc
California
$206M +$13.3M 20 0.42% Increased
373
DSM Capital Partners
DSM Capital Partners
Florida
$206M -$37.1M 1 3.64% Reduced
374
BSL
Blue Sparrow LLC
Delaware
$205M +$127M 2 3.5% Increased
375
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$205M +$3.34M 16 1.59% Increased