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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
426
GW&K Investment Management
GW&K Investment Management
Massachusetts
$193M -$83.4M 10 1.51% Reduced
427
Marsico Capital Management
Marsico Capital Management
Colorado
$192M -$119M 2 5.02% Reduced
428
Midwest Trust
Midwest Trust
Kansas
$192M -$679K 6 2.17% Reduced
429
VanEck Associates
VanEck Associates
New York
$191M +$44.3M 15 0.12% Increased
430
GAMCO Investors
GAMCO Investors
Connecticut
$190M -$4.04M 13 1.7% Reduced
431
Glenmede Trust
Glenmede Trust
Pennsylvania
$189M -$11.9M 14 0.84% Reduced
432
UNICOM Systems
UNICOM Systems
Nevada
$189M $0 1 12.31% Maintained
433
Capital International Inc
Capital International Inc
California
$187M +$15.6M 2 1.31% Increased
434
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$185M -$632K 16 2.75% Reduced
435
Ethic Inc
Ethic Inc
New York
$185M +$8.43M 14 2.31% Increased
436
ASR Vermogensbeheer
ASR Vermogensbeheer
Netherlands
$185M -$5.68M 6 1.9% Reduced
437
Caption Management
Caption Management
Oklahoma
$184M +$52M 7 0.86% Increased
438
Raiffeisen Bank International
Raiffeisen Bank International
Austria
$183M +$2.89M 9 2.14% Increased
439
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$180M +$15.6M 19 0.65% Increased
440
KeyBank National Association
KeyBank National Association
Ohio
$180M -$1.81M 10 0.59% Reduced
441
Allstate Corporation
Allstate Corporation
Illinois
$179M -$15.6M 12 1.78% Reduced
442
LMR Partners
LMR Partners
United Kingdom
$179M +$33.2M 14 0.67% Increased
443
Danica Pension Livsforsikrings
Danica Pension Livsforsikrings
$178M +$29.7M 4 2.85% Increased
444
Heard Capital LLC
Heard Capital LLC
Illinois
$177M $0 1 7.56% Maintained
445
MAI Capital Management
MAI Capital Management
Ohio
$177M +$29.6M 12 0.66% Increased
446
Susquehanna Advisors Group
Susquehanna Advisors Group
Pennsylvania
$176M +$153M 1 3.07% New
447
UMB Bank
UMB Bank
Missouri
$175M +$5.33M 17 2.22% Increased
448
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$174M +$17.3M 9 1.51% Increased
449
Granite Investment Partners
Granite Investment Partners
California
$174M -$6.65M 10 8.89% Reduced
450
HM Payson & Co
HM Payson & Co
Maine
$173M +$14.9M 12 2.3% Increased