← All themes

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$111M -$28.1M 17 0.16% Reduced
102
Glenmede Trust
Glenmede Trust
Pennsylvania
$110M +$20.8M 12 0.6% Increased
103
USAA
United Services Automobile Association
Texas
$109M -$18.9M 5 0.36% Reduced
104
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$108M -$48.1M 8 0.27% Reduced
105
Eaton Vance Management
Eaton Vance Management
Massachusetts
$107M -$1.84M 4 0.3% Reduced
106
VOYA Investment Management
VOYA Investment Management
Georgia
$105M +$18.6M 12 0.25% Increased
107
Point72 Asset Management
Point72 Asset Management
Connecticut
$103M +$35.6M 7 0.72% Increased
108
Homestead Advisers
Homestead Advisers
Virginia
$102M $0 2 1.61% Maintained
109
Franklin Resources
Franklin Resources
California
$102M -$8.25M 7 0.05% Reduced
110
VFA
Virtus Fund Advisers
Connecticut
$100M +$72M 2 0.85% Increased
111
APG Asset Management
APG Asset Management
Netherlands
$99.8M -$15M 2 0.19% Reduced
112
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$98.3M -$7.58M 1 0.4% Reduced
113
NFA
Nationwide Fund Advisors
Ohio
$98.3M -$6.53M 15 0.41% Reduced
114
Credit Agricole
Credit Agricole
France
$96M +$24.6M 10 0.31% Increased
115
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$95.5M -$3.18M 9 0.25% Reduced
116
EARNEST Partners
EARNEST Partners
Georgia
$95.2M -$7.56M 8 1.04% Reduced
117
MP
Makaira Partners
California
$93.3M $0 1 13.57% Maintained
118
Federated Hermes
Federated Hermes
Pennsylvania
$93.1M +$244K 8 0.28% Increased
119
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$92.1M +$25.8M 4 1.17% Increased
120
Perkins Investment Management
Perkins Investment Management
Illinois
$91.5M +$25.3M 2 1.17% Increased
121
HAM
HHR Asset Management
New Jersey
$89.2M -$4.95M 1 4.84% Reduced
122
Stifel Financial
Stifel Financial
Missouri
$86.5M +$3.44M 8 0.37% Increased
123
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$85.3M -$16.9M 8 0.31% Reduced
124
Silvercrest Asset Management
Silvercrest Asset Management
New York
$82.8M +$1.27M 3 0.93% Increased
125
FS
Feinberg Stephen
$79.1M $0 1 31.18% Maintained