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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
VOYA Investment Management
VOYA Investment Management
Georgia
$183M -$56.9M 12 0.39% Reduced
77
Russell Investments Group
Russell Investments Group
United Kingdom
$179M -$13.4M 14 0.37% Reduced
78
Renaissance Technologies
Renaissance Technologies
New York
$178M -$125M 19 0.19% Reduced
79
GGHC
Gilder Gagnon Howe & Co
New York
$176M -$44.8M 1 1.9% Reduced
80
Bessemer Group
Bessemer Group
New Jersey
$174M -$20.1M 9 0.67% Reduced
81
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$172M +$31.5M 1 0.2% Increased
82
Point72 Asset Management
Point72 Asset Management
Connecticut
$169M -$51.1M 6 0.68% Reduced
83
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$169M +$64.8M 5 1.6% Increased
84
USAA
United Services Automobile Association
Texas
$165M +$45.6M 11 0.44% Increased
85
IAM
Iridian Asset Management
Connecticut
$163M +$168M 1 1.5% New
86
Glenview Capital Management
Glenview Capital Management
New York
$160M +$166M 1 1.09% New
87
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$160M +$9.68M 17 0.32% Increased
88
Citadel Advisors
Citadel Advisors
Florida
$155M -$61.9M 19 0.08% Reduced
89
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$152M -$30.5M 21 0.25% Reduced
90
ARK Investment Management
ARK Investment Management
Florida
$152M +$39.2M 1 5.58% Increased
91
Glenmede Trust
Glenmede Trust
Pennsylvania
$149M +$20.9M 12 0.66% Increased
92
Hamlin Capital Management
Hamlin Capital Management
New York
$146M +$45.3M 2 5.93% Increased
93
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$144M +$8.06M 1 4.8% Increased
94
Impax Asset Management (UK)
Impax Asset Management (UK)
United Kingdom
$144M +$19.3M 2 3.49% Increased
95
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$144M +$44.3M 14 0.21% Increased
96
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$143M +$5.01M 14 0.38% Increased
97
Asset Management One
Asset Management One
Japan
$137M -$2.41M 7 0.3% Reduced
98
Jane Street
Jane Street
New York
$133M +$56.6M 9 0.31% Increased
99
Millennium Management
Millennium Management
New York
$131M -$138M 15 0.17% Reduced
100
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$130M -$552K 16 0.13% Reduced