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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
Peconic Partners
Peconic Partners
New York
$234M +$6.78M 2 47.81% Increased
77
Millennium Management
Millennium Management
New York
$233M +$57.1M 17 0.29% Increased
78
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$229M +$4.02M 4 2.56% Increased
79
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$229M +$3.25M 19 0.38% Increased
80
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$225M +$15.7M 20 0.41% Increased
81
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$217M +$21.3M 12 0.62% Increased
82
OCAM
Owl Creek Asset Management
New York
$212M +$12.1M 2 11.18% Increased
83
Frontier Capital Management
Frontier Capital Management
Massachusetts
$211M +$86.3M 4 1.56% Increased
84
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$205M +$63.8M 1 2.2% Increased
85
Two Sigma Investments
Two Sigma Investments
New York
$195M +$105M 16 0.59% Increased
86
Franklin Resources
Franklin Resources
California
$182M +$8.33M 7 0.1% Increased
87
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$182M +$50.2M 11 0.21% Increased
88
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$177M -$24.1M 1 6.57% Reduced
89
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$168M +$11.9M 10 0.54% Increased
90
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$168M -$2.16M 15 0.41% Reduced
91
Putnam Investments
Putnam Investments
Massachusetts
$168M +$2.03M 4 0.35% Increased
92
Stifel Financial
Stifel Financial
Missouri
$166M +$978K 12 0.35% Increased
93
Lyrical Asset Management
Lyrical Asset Management
New York
$164M +$1.67M 1 2.24% Increased
94
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$164M -$8.54M 5 1.7% Reduced
95
USS Investment Management
USS Investment Management
United Kingdom
$163M +$153M 1 1.59% New
96
APG Asset Management
APG Asset Management
Netherlands
$162M -$115M 5 0.26% Reduced
97
Epoch Investment Partners
Epoch Investment Partners
New York
$160M -$45.8M 1 0.69% Reduced
98
Eaton Vance Management
Eaton Vance Management
Massachusetts
$157M -$24.1M 6 0.31% Reduced
99
Balyasny Asset Management
Balyasny Asset Management
Illinois
$153M +$114M 4 0.91% Increased
100
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$153M +$2.71M 18 0.15% Increased