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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
Fisher Asset Management
Fisher Asset Management
Washington
$157M +$161M 1 0.33% New
77
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$154M +$181K 16 0.22% Increased
78
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$153M +$3.9M 1 6.62% Increased
79
JAT Capital Management LP (Connecticut)
JAT Capital Management LP (Connecticut)
Connecticut
$152M -$62M 1 5.83% Reduced
80
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$146M +$25M 5 0.56% Increased
81
Stifel Financial
Stifel Financial
Missouri
$146M +$98.6M 8 0.81% Increased
82
STRS Ohio
STRS Ohio
Ohio
$144M -$27.9M 8 0.62% Reduced
83
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$140M +$721K 14 0.33% Increased
84
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$139M -$51.5M 6 0.39% Reduced
85
Putnam Investments
Putnam Investments
Massachusetts
$134M -$83.6M 7 0.28% Reduced
86
BlackRock
BlackRock
New York
$132M +$15.6M 13 0.19% Increased
87
HAM
HHR Asset Management
New Jersey
$131M +$33.6M 2 4.97% Increased
88
Macquarie Group
Macquarie Group
Australia
$131M -$122M 7 0.27% Reduced
89
Russell Frank Company
Russell Frank Company
Washington
$130M -$4.43M 15 0.23% Reduced
90
Victory Capital Management
Victory Capital Management
Texas
$129M +$87.1M 5 0.48% Increased
91
Prudential Financial
Prudential Financial
New Jersey
$129M +$36.3M 9 0.23% Increased
92
BlackRock Investment Management
BlackRock Investment Management
Delaware
$128M +$1.35M 17 0.17% Increased
93
TimesSquare Capital Management
TimesSquare Capital Management
New York
$126M -$13.8M 1 0.7% Reduced
94
GGHC
Gilder Gagnon Howe & Co
New York
$124M +$395K 1 1.84% Increased
95
Viking Global Investors
Viking Global Investors
Connecticut
$122M +$118M 1 0.56% New
96
Peconic Partners
Peconic Partners
New York
$121M -$62.6M 3 26.24% Reduced
97
First Trust Advisors
First Trust Advisors
Illinois
$120M -$25.1M 15 0.4% Reduced
98
Westwood Holdings Group
Westwood Holdings Group
Texas
$109M +$107K 2 0.84% Increased
99
EARNEST Partners
EARNEST Partners
Georgia
$109M -$482K 2 0.89% Reduced
100
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$108M -$13.9M 6 0.49% Reduced