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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
51
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$219M +$9.95M 15 0.34% Increased
52
Victory Capital Management
Victory Capital Management
Texas
$214M +$132M 10 0.89% Increased
53
Winslow Capital Management
Winslow Capital Management
Minnesota
$212M +$17.1M 1 0.76% Increased
54
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$211M +$163M 8 0.44% Increased
55
California Public Employees Retirement System
California Public Employees Retirement System
California
$192M +$19M 19 0.3% Increased
56
Charles Schwab
Charles Schwab
California
$185M +$23.9M 15 0.25% Increased
57
1832 Asset Management
1832 Asset Management
Ontario, Canada
$180M -$38.8M 5 0.78% Reduced
58
BlackRock Advisors
BlackRock Advisors
Delaware
$179M -$9.15M 15 0.19% Reduced
59
Two Sigma Advisers
Two Sigma Advisers
New York
$178M +$9.77M 11 1.06% Increased
60
Russell Frank Company
Russell Frank Company
Washington
$175M +$79.1M 16 0.31% Increased
61
Two Sigma Investments
Two Sigma Investments
New York
$174M +$5.51M 11 0.83% Increased
62
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$166M +$28.3M 16 0.16% Increased
63
GGHC
Gilder Gagnon Howe & Co
New York
$164M -$6.09M 1 2.64% Reduced
64
UBS AM
UBS AM
Illinois
$160M -$4.39M 13 0.18% Reduced
65
OppenheimerFunds
OppenheimerFunds
New York
$156M +$9.98M 9 0.2% Increased
66
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$154M +$14.4M 3 0.66% Increased
67
Peconic Partners
Peconic Partners
New York
$151M +$9.05M 2 50.05% Increased
68
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$150M +$1.26M 1 6.09% Increased
69
Millennium Management
Millennium Management
New York
$143M +$49.7M 14 0.3% Increased
70
Capital Guardian Trust
Capital Guardian Trust
California
$142M -$14.3M 3 1.11% Reduced
71
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$141M +$63.4M 6 0.65% Increased
72
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$140M +$7.11M 2 3.09% Increased
73
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$133M +$26.6M 5 0.4% Increased
74
BlackRock Investment Management
BlackRock Investment Management
Delaware
$131M +$16.8M 17 0.17% Increased
75
TimesSquare Capital Management
TimesSquare Capital Management
New York
$129M +$78.1M 2 0.81% Increased