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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
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$172M -$64.4M 4 0.59% Reduced
77
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$171M +$14.6M 12 0.53% Increased
78
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$167M +$6.69M 9 0.43% Increased
79
OCAM
Owl Creek Asset Management
New York
$167M +$78.4M 2 8.64% Increased
80
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$163M +$8.68M 5 1.77% Increased
81
Eaton Vance Management
Eaton Vance Management
Massachusetts
$159M +$54.2M 7 0.34% Increased
82
ECP ControlCo
ECP ControlCo
New Jersey
$154M +$201M 1 26.21% New
83
Lyrical Asset Management
Lyrical Asset Management
New York
$151M -$15.7M 1 2.28% Reduced
84
Bank of Montreal
Bank of Montreal
Ontario, Canada
$150M -$49.4M 23 0.13% Reduced
85
SG Americas Securities
SG Americas Securities
New York
$149M -$57.2M 15 1.22% Reduced
86
Franklin Resources
Franklin Resources
California
$148M -$75.1K 8 0.08% Reduced
87
Millennium Management
Millennium Management
New York
$148M +$2.14M 18 0.23% Increased
88
Putnam Investments
Putnam Investments
Massachusetts
$147M +$116M 4 0.33% Increased
89
Stifel Financial
Stifel Financial
Missouri
$140M -$10.4M 12 0.36% Reduced
90
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$135M -$11.6M 3 4.3% Reduced
91
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$134M +$14.1M 9 0.49% Increased
92
Russell Investments Group
Russell Investments Group
United Kingdom
$132M -$24.2M 17 0.26% Reduced
93
Glenmede Trust
Glenmede Trust
Pennsylvania
$132M -$15.9M 15 0.6% Reduced
94
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$130M -$4.97M 18 0.13% Reduced
95
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$129M -$14.3M 20 0.23% Reduced
96
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$126M -$414K 14 0.33% Reduced
97
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$120M -$736K 1 2.05% Reduced
98
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$120M +$12.1M 1 4.58% Increased
99
Bessemer Group
Bessemer Group
New Jersey
$117M -$21.2M 8 0.42% Reduced
100
NIMC
NWQ Investment Management Company
California
$117M -$1.75M 4 2.83% Reduced