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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
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$129M +$124M 11 0.19% New
77
Charles Schwab
Charles Schwab
California
$128M +$121M 14 0.29% New
78
Eaton Vance Management
Eaton Vance Management
Massachusetts
$127M +$125M 5 0.38% New
79
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$123M +$111M 3 0.35% New
80
Guggenheim Capital
Guggenheim Capital
Illinois
$123M +$124M 10 0.52% New
81
BlackRock
BlackRock
New York
$119M +$117M 13 0.24% New
82
VOYA Investment Management
VOYA Investment Management
Georgia
$115M +$117M 12 0.32% New
83
Macquarie Group
Macquarie Group
Australia
$113M +$113M 7 0.25% New
84
Franklin Resources
Franklin Resources
California
$111M +$108M 6 0.06% New
85
TimesSquare Capital Management
TimesSquare Capital Management
New York
$108M +$114M 1 0.67% New
86
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$107M +$103M 1 3.47% New
87
USAA
United Services Automobile Association
Texas
$107M +$104M 6 0.5% New
88
NFA
Nationwide Fund Advisors
Ohio
$106M +$105M 14 0.56% New
89
Soroban Capital Partners
Soroban Capital Partners
New York
$105M +$110M 1 1.27% New
90
Bessemer Group
Bessemer Group
New Jersey
$105M +$95.8M 6 0.94% New
91
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$104M +$97.3M 14 0.34% New
92
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$102M +$97.3M 1 3.34% New
93
CI Investments Inc
CI Investments Inc
Ontario, Canada
$101M +$101M 2 1.1% New
94
GGHC
Gilder Gagnon Howe & Co
New York
$99.8M +$70M 1 1.88% New
95
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$99.7M +$92.9M 12 0.33% New
96
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$98.1M +$95.8M 6 0.28% New
97
Jennison Associates
Jennison Associates
New York
$97.9M +$98.7M 3 0.11% New
98
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$97.1M +$77.6M 12 0.06% New
99
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$96.7M +$100M 4 0.9% New
100
Putnam Investments
Putnam Investments
Massachusetts
$92.8M +$89.1M 7 0.27% New