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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
Fred Alger Management
Fred Alger Management
New York
$143M +$77.8M 2 0.76% Increased
77
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$143M -$13.1M 5 0.57% Reduced
78
BlackRock Investment Management
BlackRock Investment Management
Delaware
$139M +$1.9M 17 0.18% Increased
79
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$135M +$3.65M 18 0.16% Increased
80
Epoch Investment Partners
Epoch Investment Partners
New York
$135M +$103K 1 0.5% Increased
81
AQR Capital Management
AQR Capital Management
Connecticut
$131M +$13.9M 12 0.23% Increased
82
Peconic Partners
Peconic Partners
New York
$131M +$12.4M 2 16.2% Increased
83
BlackRock Advisors
BlackRock Advisors
Delaware
$128M -$1.62M 16 0.13% Reduced
84
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$128M -$9.4M 2 8.87% Reduced
85
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$127M -$43.2M 18 0.2% Reduced
86
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$124M -$8.68M 1 5.81% Reduced
87
Citadel Advisors
Citadel Advisors
Florida
$124M +$54.7M 15 0.14% Increased
88
Hamlin Capital Management
Hamlin Capital Management
New York
$123M -$11.4M 2 5.94% Reduced
89
AL
AJO LP
Pennsylvania
$122M +$106M 4 0.54% Increased
90
USAA
United Services Automobile Association
Texas
$116M -$14.8M 5 0.41% Reduced
91
Two Sigma Advisers
Two Sigma Advisers
New York
$114M -$63.7M 13 0.58% Reduced
92
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$111M +$4.18M 4 0.3% Increased
93
Two Sigma Investments
Two Sigma Investments
New York
$110M -$71.2M 12 0.47% Reduced
94
Guggenheim Capital
Guggenheim Capital
Illinois
$110M -$6.58M 12 0.34% Reduced
95
First Trust Advisors
First Trust Advisors
Illinois
$108M +$5.4M 14 0.34% Increased
96
Eaton Vance Management
Eaton Vance Management
Massachusetts
$105M +$15M 4 0.31% Increased
97
APG Asset Management
APG Asset Management
Netherlands
$104M +$9.75M 3 0.2% Increased
98
Legal & General Group
Legal & General Group
United Kingdom
$104M +$18.2M 14 0.11% Increased
99
Franklin Resources
Franklin Resources
California
$102M -$3.19M 6 0.06% Reduced
100
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$102M +$19.9M 12 0.32% Increased