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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
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$193M +$189M 5 2.77% New
77
CC
Carlson Capital
Texas
$191M +$135M 5 2.38% Increased
78
LCS
Levin Capital Strategies
New York
$189M -$53.3M 2 3.26% Reduced
79
Bessemer Group
Bessemer Group
New Jersey
$189M -$27.6M 9 0.7% Reduced
80
Russell Investments Group
Russell Investments Group
United Kingdom
$186M -$1.62M 14 0.35% Reduced
81
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$183M +$46.6K 17 0.35% Increased
82
Glenmede Trust
Glenmede Trust
Pennsylvania
$178M +$22.1M 11 0.71% Increased
83
Alyeska Investment Group
Alyeska Investment Group
Illinois
$175M +$58.8M 5 1.92% Increased
84
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$172M -$97M 2 0.61% Reduced
85
IAM
Iridian Asset Management
Connecticut
$169M -$6.53M 1 1.7% Reduced
86
Glenview Capital Management
Glenview Capital Management
New York
$167M -$5.75M 1 1.06% Reduced
87
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$166M +$1.45M 18 0.32% Increased
88
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$160M +$11M 2 2.47% Increased
89
Hamlin Capital Management
Hamlin Capital Management
New York
$159M -$4.11M 2 6.22% Reduced
90
Adage Capital Partners
Adage Capital Partners
Massachusetts
$156M -$64.4M 3 0.35% Reduced
91
USAA
United Services Automobile Association
Texas
$155M -$7.06M 12 0.39% Reduced
92
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$153M +$24.1M 2 0.16% Increased
93
GGHC
Gilder Gagnon Howe & Co
New York
$145M +$10.6M 2 1.48% Increased
94
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$144M -$8.48M 11 0.19% Reduced
95
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$142M -$4.44M 16 0.13% Reduced
96
Frontier Capital Management
Frontier Capital Management
Massachusetts
$141M +$14.1M 3 0.91% Increased
97
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$141M +$11.3M 5 1.22% Increased
98
AL
AJO LP
Pennsylvania
$139M +$91.2M 6 0.66% Increased
99
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$136M -$2.77M 15 0.35% Reduced
100
TD Asset Management
TD Asset Management
Ontario, Canada
$134M +$68.7M 4 0.2% Increased