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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
26
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$423M -$77.7M 16 0.32% Reduced
27
Wells Fargo
Wells Fargo
California
$414M -$2.51M 22 0.16% Reduced
28
Neuberger Berman Group
Neuberger Berman Group
New York
$378M -$20M 6 0.5% Reduced
29
AIG
American International Group
New York
$369M +$354M 20 1.52% Increased
30
Royce & Associates
Royce & Associates
New York
$367M +$66.5M 11 2.19% Increased
31
Allianz Asset Management
Allianz Asset Management
Germany
$364M -$61.6M 9 0.41% Reduced
32
Bessemer Group
Bessemer Group
New Jersey
$360M +$356M 11 2.01% Increased
33
BAMCO Inc
BAMCO Inc
New York
$353M +$7.12M 2 1.64% Increased
34
AllianceBernstein
AllianceBernstein
Tennessee
$348M -$14.3M 11 0.3% Reduced
35
Artisan Partners
Artisan Partners
Wisconsin
$337M +$143M 5 0.66% Increased
36
UBS Group
UBS Group
Switzerland
$315M +$209M 20 0.2% Increased
37
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$307M -$1.18M 5 0.46% Reduced
38
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$295M +$97.2M 1 5.72% Increased
39
Boston Partners
Boston Partners
Massachusetts
$290M +$83.9M 6 0.42% Increased
40
Macquarie Group
Macquarie Group
Australia
$275M -$11.8M 9 0.56% Reduced
41
Primecap Management
Primecap Management
California
$273M -$2.33M 1 0.28% Reduced
42
Capital Research Global Investors
Capital Research Global Investors
California
$269M -$84.1M 3 0.09% Reduced
43
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$250M -$49.7M 6 0.21% Reduced
44
ACM
Andor Capital Management
New York
$240M $0 1 34.19% Maintained
45
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$239M +$80.6M 22 0.16% Increased
46
American Century Companies
American Century Companies
Missouri
$236M +$56.4M 4 0.28% Increased
47
JPCCM
J&P (China) Capital Management
China
$234M $0 1 51.42% Maintained
48
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$231M +$49.4M 3 0.53% Increased
49
Capital International Investors
Capital International Investors
California
$227M +$337K 1 0.35% Increased
50
LCS
Levin Capital Strategies
New York
$226M +$1.11M 5 3.98% Increased