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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
GF Fund Management
GF Fund Management
China
$173M -$9.76M 2 3.13% Reduced
377
GW&K Investment Management
GW&K Investment Management
Massachusetts
$172M +$15.1M 8 1.52% Increased
378
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$171M -$4.9M 24 0.67% Reduced
379
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$171M +$6.81M 9 1.24% Increased
380
Midwest Trust
Midwest Trust
Kansas
$170M -$880K 5 2.21% Reduced
381
ASR Vermogensbeheer
ASR Vermogensbeheer
Netherlands
$169M +$588K 5 2.05% Increased
382
Algert Global
Algert Global
California
$169M +$36.1M 15 2.82% Increased
383
PEAK6
PEAK6
Illinois
$169M -$29.6M 8 0.25% Reduced
384
CloudAlpha Capital Management
CloudAlpha Capital Management
Hong Kong
$168M +$131M 1 6.04% New
385
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$168M -$12.7M 7 0.47% Reduced
386
Caption Management
Caption Management
Oklahoma
$164M +$21.6M 3 1.28% Increased
387
Private Advisor Group
Private Advisor Group
New Jersey
$164M -$477K 15 0.81% Reduced
388
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$163M +$149M 3 1.47% Increased
389
Capital International Inc
Capital International Inc
California
$162M -$9.3M 2 1.3% Reduced
390
Nearwater Capital Markets
Nearwater Capital Markets
Ireland
$162M +$36.4M 2 2.17% Increased
391
Avanza Fonder
Avanza Fonder
Sweden
$160M +$3.62M 3 4.14% Increased
392
Alpha Cubed Investments
Alpha Cubed Investments
California
$158M -$8.77M 4 5.52% Reduced
393
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$158M +$63.6M 5 0.24% Increased
394
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$157M -$629K 15 2.63% Reduced
395
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$156M +$6.46M 21 0.32% Increased
396
Prudential plc
Prudential plc
United Kingdom
$155M +$373K 7 1.14% Increased
397
Third Point
Third Point
New York
$154M +$133M 1 1.72% New
398
OCAM
Owl Creek Asset Management
New York
$151M +$161K 2 4.81% Increased
399
Harvest Fund Management
Harvest Fund Management
China
$151M +$6.99M 7 6.38% Increased
400
Capital International
Capital International
California
$150M +$9.87M 2 5.44% Increased