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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
Prudential Financial
Prudential Financial
New Jersey
$167M +$21.7M 12 0.26% Increased
77
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$165M +$4.79M 3 0.84% Increased
78
Hamlin Capital Management
Hamlin Capital Management
New York
$165M +$11.3M 2 6.97% Increased
79
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$161M -$9.44M 17 0.18% Reduced
80
Adage Capital Partners
Adage Capital Partners
Massachusetts
$158M -$6.67M 4 0.4% Reduced
81
Guggenheim Capital
Guggenheim Capital
Illinois
$157M +$6.51M 13 0.43% Increased
82
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$154M -$8.35M 2 2.61% Reduced
83
Capital Guardian Trust
Capital Guardian Trust
California
$152M -$3.55M 3 1.14% Reduced
84
Wasatch Advisors
Wasatch Advisors
Utah
$149M +$143M 3 2.2% Increased
85
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$148M +$1.23M 2 8.12% Increased
86
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$145M +$6.35M 16 0.34% Increased
87
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$139M -$16.9M 1 6.38% Reduced
88
D.E. Shaw & Co
D.E. Shaw & Co
New York
$136M +$16.5M 12 0.24% Increased
89
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$134M -$2.01M 12 0.39% Reduced
90
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$132M +$2.8M 8 0.83% Increased
91
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$130M +$11.2M 18 0.17% Increased
92
Point72 Asset Management
Point72 Asset Management
Connecticut
$130M +$18.2M 8 0.72% Increased
93
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$121M -$11M 1 2.35% Reduced
94
Wedge Capital Management
Wedge Capital Management
North Carolina
$118M -$6.87M 4 1.13% Reduced
95
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$117M +$39.4M 3 0.25% Increased
96
APG Asset Management
APG Asset Management
Netherlands
$114M -$8.6M 2 0.21% Reduced
97
Homestead Advisers
Homestead Advisers
Virginia
$113M +$1.46M 2 1.81% Increased
98
NFA
Nationwide Fund Advisors
Ohio
$113M +$6.99M 16 0.45% Increased
99
Barclays
Barclays
United Kingdom
$112M -$57.3M 22 0.12% Reduced
100
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$112M +$14.9M 5 1.28% Increased