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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
Rakuten Investment Management
Rakuten Investment Management
Japan
$105M +$130M 5 0.48% New
377
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
$105M +$2.07M 5 2.14% Increased
378
CI Investments Inc
CI Investments Inc
Ontario, Canada
$104M -$20.6M 13 0.44% Reduced
379
Danica Pension Livsforsikrings
Danica Pension Livsforsikrings
$102M +$17.5M 3 2.02% Increased
380
ORIO
Old Republic International (ORI)
Illinois
$101M -$8.13M 2 3.92% Reduced
381
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$101M +$7.56M 20 0.5% Increased
382
Trillium Asset Management
Trillium Asset Management
Massachusetts
$99.6M -$1.66M 6 2.87% Reduced
383
Capital International Inc
Capital International Inc
California
$99.3M -$533K 3 1.2% Reduced
384
HFF
Halter Ferguson Financial
Indiana
$99.3M +$24.3M 1 50.81% Increased
385
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$99M +$55.6M 7 0.43% Increased
386
LA
Legacy Advisors
Pennsylvania
$97.3M -$5.15M 5 10.02% Reduced
387
HM Payson & Co
HM Payson & Co
Maine
$97.2M +$11.5M 10 1.71% Increased
388
UBV
United Bank (Virginia)
Virginia
$97M +$67K 2 12.34% Increased
389
Alpha Cubed Investments
Alpha Cubed Investments
California
$96.7M +$8.16M 4 4.32% Increased
390
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$95.5M -$438M 7 0.34% Reduced
391
Marsico Capital Management
Marsico Capital Management
Colorado
$94.5M -$175M 1 3.24% Reduced
392
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$94.4M +$1.35M 15 1.88% Increased
393
Axiom Investors
Axiom Investors
Connecticut
$94.1M -$42.2M 2 0.9% Reduced
394
Private Advisor Group
Private Advisor Group
New Jersey
$93.6M +$6.37M 12 0.57% Increased
395
Mediolanum International Funds
Mediolanum International Funds
Ireland
$93.5M -$6.02M 5 1.3% Reduced
396
ASR Vermogensbeheer
ASR Vermogensbeheer
Netherlands
$93.2M +$117M 5 1.38% New
397
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$92.9M -$1.34M 1 1.93% Reduced
398
Whittier Trust
Whittier Trust
California
$92.7M +$2.27M 9 1.29% Increased
399
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$92.6M +$271K 15 1.79% Increased
400
UniSuper Management
UniSuper Management
Australia
$92.2M -$18.1M 6 0.69% Reduced