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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
376
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$95.1M -$421K 14 1.78% Reduced
377
Whittier Trust
Whittier Trust
California
$95M +$1.16M 9 1.27% Increased
378
Private Advisor Group
Private Advisor Group
New Jersey
$94.8M +$2.66M 11 0.59% Increased
379
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$94.5M +$7.2M 4 2.02% Increased
380
Wealthfront Advisers
Wealthfront Advisers
California
$94.2M +$5.26M 6 0.29% Increased
381
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$93.6M -$65.5M 13 0.34% Reduced
382
CCPM
Cooper Creek Partners Management
New York
$93.3M +$7.24M 1 2.56% Increased
383
Energy Income Partners
Energy Income Partners
Connecticut
$92.8M -$755K 1 1.99% Reduced
384
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$92.5M +$26.2M 1 1.77% Increased
385
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$92.2M +$31.8M 8 0.56% Increased
386
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$92M +$11.5M 13 0.82% Increased
387
WC
Wexford Capital
Florida
$91.3M -$1.68M 3 21.83% Reduced
388
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$91.3M +$2.28M 3 0.99% Increased
389
ZP
Zimmer Partners
New York
$90.9M -$29.7M 6 1.66% Reduced
390
Tidal Investments
Tidal Investments
Wisconsin
$90.7M -$4.74M 15 0.96% Reduced
391
FTIS
First Trust Investment Solutions
Florida
$90.4M +$72.3M 3 10.18% Increased
392
Jump Financial
Jump Financial
Illinois
$89.8M +$18.6M 13 1.83% Increased
393
Encompass Capital Advisors
Encompass Capital Advisors
New York
$89.2M -$60.3M 3 4.34% Reduced
394
Eventide Asset Management
Eventide Asset Management
Massachusetts
$89.1M +$772K 3 1.53% Increased
395
UMB Bank
UMB Bank
Missouri
$88.6M +$6.69M 14 1.38% Increased
396
Danica Pension Livsforsikrings
Danica Pension Livsforsikrings
$88.1M -$1.08M 2 1.7% Reduced
397
Zacks Investment Management
Zacks Investment Management
Illinois
$87.9M -$7.21M 6 0.76% Reduced
398
Banco Santander
Banco Santander
Spain
$87.6M -$7.92M 4 1.03% Reduced
399
Capital International
Capital International
California
$87.3M +$3.11M 3 3.76% Increased
400
JC
Joho Capital
New York
$86.5M $0 1 13.66% Maintained