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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
76
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$2.23B -$31.5M 13 1.58% Reduced
77
Pictet Asset Management
Pictet Asset Management
Switzerland
$2.21B -$79.3M 25 2.12% Reduced
78
Jane Street
Jane Street
New York
$2.2B +$1.14B 35 0.18% Increased
79
Baird Financial Group
Baird Financial Group
Wisconsin
$2.18B +$14.6M 19 3% Increased
80
Nordea Investment Management
Nordea Investment Management
Sweden
$2.16B +$218M 11 1.76% Increased
81
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$2.11B +$4.6M 29 2.66% Increased
82
National Bank of Canada
National Bank of Canada
Quebec, Canada
$2.1B -$530M 26 1.5% Reduced
83
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$2.05B -$82.8M 23 2.05% Reduced
84
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.04B -$288M 37 0.16% Reduced
85
Natixis Advisors
Natixis Advisors
Massachusetts
$1.88B +$98.9M 15 2.11% Increased
86
Platinum Equity Advisors
Platinum Equity Advisors
California
$1.85B $0 1 20.66% Maintained
87
Holocene Advisors
Holocene Advisors
New York
$1.85B -$623M 11 4.17% Reduced
88
Russell Investments Group
Russell Investments Group
United Kingdom
$1.85B +$65.2M 33 1.62% Increased
89
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$1.85B -$106M 13 2.3% Reduced
90
Newport Trust Company
Newport Trust Company
District of Columbia
$1.84B -$42M 1 4.43% Reduced
91
Citadel Advisors
Citadel Advisors
Florida
$1.82B -$467M 37 0.21% Reduced
92
Bessemer Group
Bessemer Group
New Jersey
$1.82B +$890M 17 2.5% Increased
93
CIBC Bancorp USA
CIBC Bancorp USA
Illinois
$1.79B -$47.4M 15 2.17% Reduced
94
Two Sigma Investments
Two Sigma Investments
New York
$1.76B -$350M 32 1.27% Reduced
95
Swedbank
Swedbank
Sweden
$1.75B +$166M 12 1.51% Increased
96
TD Asset Management
TD Asset Management
Ontario, Canada
$1.74B -$142M 12 1.51% Reduced
97
Stifel Financial
Stifel Financial
Missouri
$1.73B +$25.5M 28 1.44% Increased
98
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$1.7B +$13.4M 24 2.82% Increased
99
Aviva
Aviva
United Kingdom
$1.69B +$59M 11 2.49% Increased
100
SEI Investments
SEI Investments
Pennsylvania
$1.67B -$220M 26 1.47% Reduced