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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
TD Asset Management
TD Asset Management
Ontario, Canada
$562M -$329M 5 0.69% Reduced
77
Bessemer Group
Bessemer Group
New Jersey
$560M -$94.6M 7 1.36% Reduced
78
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$536M -$4.63M 13 1.32% Reduced
79
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$524M +$298M 22 0.8% Increased
80
Coatue Management
Coatue Management
New York
$519M +$126M 1 5.82% Increased
81
Renaissance Technologies
Renaissance Technologies
New York
$512M +$669M 21 0.7% Increased
82
National Pension Service
National Pension Service
South Korea
$495M +$30.6M 3 0.97% Increased
83
Nomura Holdings
Nomura Holdings
Japan
$487M +$334M 5 1.99% Increased
84
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$486M -$3.09M 16 1.19% Reduced
85
Two Sigma Advisers
Two Sigma Advisers
New York
$465M +$295M 16 1.3% Increased
86
Adage Capital Partners
Adage Capital Partners
Massachusetts
$463M -$47.9M 5 1.11% Reduced
87
Swedbank
Swedbank
Sweden
$441M +$43.9M 7 0.97% Increased
88
Artisan Partners
Artisan Partners
Wisconsin
$438M -$66M 4 0.77% Reduced
89
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$436M -$68.5M 4 1.95% Reduced
90
Allianz Asset Management
Allianz Asset Management
Germany
$426M +$94.4M 10 0.83% Increased
91
APG Asset Management
APG Asset Management
Netherlands
$417M +$80.9M 5 0.79% Increased
92
Allspring Global Investments
Allspring Global Investments
North Carolina
$413M +$4.83M 22 0.7% Increased
93
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$409M -$98M 21 0.26% Reduced
94
Jefferies Financial Group
Jefferies Financial Group
New York
$390M +$599M 3 2.7% New
95
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$390M -$1.84M 7 0.87% Reduced
96
Stifel Financial
Stifel Financial
Missouri
$389M -$35M 18 0.58% Reduced
97
ECP
Electron Capital Partners
New York
$388M +$53.7M 6 15.88% Increased
98
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$386M +$154M 5 4.03% Increased
99
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$378M -$101M 14 0.98% Reduced
100
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$377M +$59.2M 6 1.35% Increased