← All themes

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
Fred Alger Management
Fred Alger Management
New York
$162M +$16.1M 4 0.79% Increased
77
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$158M -$143M 9 0.21% Reduced
78
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$158M +$89.5M 5 0.56% Increased
79
First Trust Advisors
First Trust Advisors
Illinois
$156M +$10.8M 16 0.61% Increased
80
Boston Partners
Boston Partners
Massachusetts
$155M +$5.76M 5 0.25% Increased
81
Prudential plc
Prudential plc
United Kingdom
$153M +$167M 1 0.63% Increased
82
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$151M +$15.6M 1 3.83% Increased
83
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$151M -$32.4M 3 0.57% Reduced
84
Two Sigma Investments
Two Sigma Investments
New York
$151M +$51.3M 9 0.67% Increased
85
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$149M -$39.8M 16 0.22% Reduced
86
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$149M -$2.66M 5 0.59% Reduced
87
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$148M +$1.7M 6 0.71% Increased
88
Franklin Resources
Franklin Resources
California
$146M +$46.1M 5 0.07% Increased
89
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$143M +$3.66M 14 0.35% Increased
90
TimesSquare Capital Management
TimesSquare Capital Management
New York
$143M -$52.9M 1 0.81% Reduced
91
UBS
UBS
Switzerland
$136M +$19M 18 0.1% Increased
92
GGHC
Gilder Gagnon Howe & Co
New York
$135M -$7.97M 1 1.96% Reduced
93
Russell Frank Company
Russell Frank Company
Washington
$134M -$17.3M 14 0.24% Reduced
94
BlackRock Investment Management
BlackRock Investment Management
Delaware
$128M -$90.2M 17 0.18% Reduced
95
PCM
Pennant Capital Management
New Jersey
$126M $0 1 2.21% Maintained
96
CRM
Cramer Rosenthal McGlynn
Connecticut
$118M -$18.6M 2 1.18% Reduced
97
BlackRock
BlackRock
New York
$118M -$12.5M 13 0.17% Reduced
98
Westwood Holdings Group
Westwood Holdings Group
Texas
$116M -$12.3M 2 0.91% Reduced
99
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$115M +$34.5M 1 6.33% Increased
100
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$112M +$19.1M 3 1.67% Increased