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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
Boston Trust Walden
Boston Trust Walden
Massachusetts
$199M -$6.33M 5 1.5% Reduced
377
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$197M +$34.8M 6 0.39% Increased
378
Tredje AP-fonden
Tredje AP-fonden
Sweden
$196M -$20M 6 1.48% Reduced
379
Algert Global
Algert Global
California
$196M +$31.6M 15 3.06% Increased
380
First Manhattan
First Manhattan
New York
$194M +$1.97M 9 0.51% Increased
381
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$186M -$8.89M 6 1.66% Reduced
382
Sculptor Capital
Sculptor Capital
New York
$186M +$128M 3 1.92% Increased
383
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$186M -$34.7M 2 3.87% Reduced
384
&Partners
&Partners
Tennessee
$186M +$53.1M 14 0.97% Increased
385
DSM Capital Partners
DSM Capital Partners
Florida
$185M +$51.8M 1 2.74% Increased
386
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$184M +$6.01M 26 1.01% Increased
387
SCGE Management
SCGE Management
California
$183M +$180M 1 4.17% New
388
Axiom Investors
Axiom Investors
Connecticut
$181M -$215M 3 1.58% Reduced
389
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$180M +$11M 10 1.29% Increased
390
Vinva Investment Management
Vinva Investment Management
Australia
$178M +$54.1M 6 2.22% Increased
391
VARA
Value Aligned Research Advisors
New Jersey
$177M +$132M 1 1.78% Increased
392
Brown Advisory
Brown Advisory
Maryland
$172M -$23.3M 11 0.24% Reduced
393
OFI Invest Asset Management
OFI Invest Asset Management
France
$171M +$94.1M 4 2.44% Increased
394
ASR Vermogensbeheer
ASR Vermogensbeheer
Netherlands
$170M +$510K 5 1.97% Increased
395
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$168M -$26.3M 6 1.34% Reduced
396
Private Advisor Group
Private Advisor Group
New Jersey
$166M +$2.33M 17 0.78% Increased
397
Harvest Fund Management
Harvest Fund Management
China
$165M +$12.8M 8 6.19% Increased
398
Chilton Capital Management
Chilton Capital Management
Texas
$164M +$45.6M 6 5.66% Increased
399
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$163M +$35.4M 3 2.86% Increased
400
Select Equity Group
Select Equity Group
New York
$163M -$196M 4 0.7% Reduced