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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
101
Millennium Management
Millennium Management
New York
$92.1M +$91.8M 14 0.28% New
102
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$91.9M +$87.4M 15 0.3% New
103
Santa Barbara Asset Management
Santa Barbara Asset Management
California
$90.4M +$86.8M 2 2.36% New
104
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$90M +$92.9M 4 1.18% New
105
D.E. Shaw & Co
D.E. Shaw & Co
New York
$87.6M +$73.5M 10 0.16% New
106
KI
Kalmar Investments
Delaware
$82.8M +$81.9M 2 1.63% New
107
SONJCPFA
State of New Jersey Common Pension Fund A
New Jersey
$80.9M +$79.9M 4 0.4% New
108
GE
General Electric
Ohio
$79M +$75.7M 1 0.41% New
109
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$77.2M +$74.4M 5 0.32% New
110
UBS
UBS
Switzerland
$76.9M +$72.8M 21 0.09% New
111
Gabelli Funds
Gabelli Funds
New York
$76.6M +$75M 4 0.46% New
112
1832 Asset Management
1832 Asset Management
Ontario, Canada
$76.4M +$68M 5 0.33% New
113
Coatue Management
Coatue Management
New York
$76.2M +$53.4M 1 0.84% New
114
Third Point
Third Point
New York
$74.8M +$78.5M 1 1.69% New
115
STRS Ohio
STRS Ohio
Ohio
$74.4M +$75.9M 7 0.32% New
116
TI
Turner Investments
Pennsylvania
$72.9M +$69.9M 9 0.98% New
117
GC
GMT Capital
Georgia
$72.6M +$69.6M 1 1.67% New
118
PP
PDT Partners
New York
$72.3M +$59.6M 9 1.77% New
119
CCI
Columbus Circle Investors
$72.1M +$61.2M 2 0.58% New
120
ACM
Argent Capital Management
Missouri
$71.7M +$71.1M 2 4.58% New
121
BAMCO Inc
BAMCO Inc
New York
$71.2M +$73M 2 0.37% New
122
Wedge Capital Management
Wedge Capital Management
North Carolina
$71M +$69.4M 2 0.85% New
123
Panagora Asset Management
Panagora Asset Management
Massachusetts
$69M +$69.4M 8 0.35% New
124
SM
Stratton Management
Pennsylvania
$68.9M +$65M 4 4% New
125
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$68.5M +$66.2M 14 0.2% New