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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
Epoch Investment Partners
Epoch Investment Partners
New York
$152M -$2.74M 1 0.57% Reduced
77
GGHC
Gilder Gagnon Howe & Co
New York
$151M -$12.2M 1 2.99% Reduced
78
Raymond James & Associates
Raymond James & Associates
Florida
$146M +$13.8M 14 0.37% Increased
79
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$145M +$3.59M 3 0.76% Increased
80
Barclays
Barclays
United Kingdom
$145M +$20.1M 19 0.16% Increased
81
Two Sigma Advisers
Two Sigma Advisers
New York
$141M +$50.5M 14 0.54% Increased
82
Capital Guardian Trust
Capital Guardian Trust
California
$141M -$18.1M 4 1.11% Reduced
83
Guggenheim Capital
Guggenheim Capital
Illinois
$139M +$2.62M 13 0.4% Increased
84
Hamlin Capital Management
Hamlin Capital Management
New York
$138M +$2.94M 2 6.19% Increased
85
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$136M -$43.1M 2 7.92% Reduced
86
Prudential Financial
Prudential Financial
New Jersey
$135M -$65.7M 12 0.22% Reduced
87
Millennium Management
Millennium Management
New York
$135M +$258K 13 0.28% Increased
88
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$134M -$214M 4 0.2% Reduced
89
HCM
Highfields Capital Management
Massachusetts
$132M +$11.8M 1 1.1% Increased
90
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$127M +$52.9M 2 2.44% Increased
91
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$123M +$7.52M 15 0.31% Increased
92
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$121M -$4.06M 1 5.68% Reduced
93
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$120M +$4.62M 8 0.77% Increased
94
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$120M -$59.5M 2 2.39% Reduced
95
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$118M +$2.75M 12 0.36% Increased
96
Wedge Capital Management
Wedge Capital Management
North Carolina
$117M +$5.51M 5 1.14% Increased
97
Two Sigma Investments
Two Sigma Investments
New York
$115M +$1.55M 12 0.44% Increased
98
BlackRock
BlackRock
New York
$115M -$221K 19 0.16% Reduced
99
D.E. Shaw & Co
D.E. Shaw & Co
New York
$113M +$19.9M 12 0.19% Increased
100
Citadel Advisors
Citadel Advisors
Florida
$112M +$9.36M 17 0.11% Increased