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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
Ghisallo Capital Management
Ghisallo Capital Management
Massachusetts
$205M +$208M 5 5.64% Increased
377
CET
Clean Energy Transition
United Kingdom
$202M -$33.4M 3 13.15% Reduced
378
GW&K Investment Management
GW&K Investment Management
Massachusetts
$202M -$12.2M 9 1.78% Reduced
379
Oppenheimer & Co
Oppenheimer & Co
New York
$200M +$63.1M 15 2.44% Increased
380
PineBridge Investments
PineBridge Investments
New York
$199M -$11.9M 7 1.68% Reduced
381
&Partners
&Partners
Tennessee
$199M +$21.7M 16 0.99% Increased
382
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$196M -$19.7M 5 1.72% Reduced
383
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$196M +$409K 16 2.58% Increased
384
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$194M -$725K 20 2.1% Reduced
385
Yousif Capital Management
Yousif Capital Management
Michigan
$192M -$8.32M 17 2.25% Reduced
386
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$186M +$109M 6 1.62% Increased
387
GF Fund Management
GF Fund Management
China
$186M +$10.5M 1 3.11% Increased
388
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
$184M -$10.5M 5 2.37% Reduced
389
LBP AM
LBP AM
France
$181M -$24.9M 4 2.47% Reduced
390
Brown Advisory
Brown Advisory
Maryland
$181M -$6.69M 13 0.3% Reduced
391
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$179M +$16.6M 7 0.96% Increased
392
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$178M -$4.07M 11 1.4% Reduced
393
FACM
Forest Avenue Capital Management
Florida
$171M +$13.3M 2 10.16% Increased
394
William Blair Investment Management
William Blair Investment Management
Illinois
$170M -$15.3M 2 0.56% Reduced
395
Private Advisor Group
Private Advisor Group
New Jersey
$168M +$5.22M 17 0.79% Increased
396
US
UNICOM Systems
Nevada
$167M $0 1 17.09% Maintained
397
Lyrical Asset Management
Lyrical Asset Management
New York
$166M -$12.4M 1 2.54% Reduced
398
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$166M +$63.2M 3 3.56% Increased
399
Guggenheim Capital
Guggenheim Capital
Illinois
$165M -$16.5M 11 1.28% Reduced
400
Allstate Corporation
Allstate Corporation
Illinois
$165M +$51.1M 13 1.77% Increased