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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
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$109M +$798K 5 1.23% Increased
102
VOYA Investment Management
VOYA Investment Management
Georgia
$107M +$4.89M 12 0.24% Increased
103
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$107M -$2.34M 1 0.43% Reduced
104
Wedge Capital Management
Wedge Capital Management
North Carolina
$107M -$229K 4 1.02% Reduced
105
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$104M -$67.4M 3 0.54% Reduced
106
NFA
Nationwide Fund Advisors
Ohio
$103M -$9.12M 16 0.41% Reduced
107
HCM
Highfields Capital Management
Massachusetts
$102M -$111M 1 0.76% Reduced
108
Stifel Financial
Stifel Financial
Missouri
$102M +$4.23M 9 0.38% Increased
109
Glenmede Trust
Glenmede Trust
Pennsylvania
$101M $0 13 0.48% Maintained
110
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$98.9M +$73.1M 7 0.41% Increased
111
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$98.4M -$28.1M 19 0.12% Reduced
112
EARNEST Partners
EARNEST Partners
Georgia
$97.8M +$12M 2 1.03% Increased
113
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$96.9M -$2.56M 9 0.25% Reduced
114
Baird Financial Group
Baird Financial Group
Wisconsin
$95.3M -$5.98M 6 0.75% Reduced
115
Canada Life
Canada Life
Manitoba, Canada
$95M +$213K 14 0.25% Increased
116
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$94.1M +$15.2M 7 0.3% Increased
117
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$93.3M +$8.06M 6 0.28% Increased
118
SCCM
Schafer Cullen Capital Management
New York
$93.1M +$1.72M 3 1.16% Increased
119
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$92.5M -$33.4M 1 1.78% Reduced
120
Federated Hermes
Federated Hermes
Pennsylvania
$92.3M -$12.2M 10 0.27% Reduced
121
HSBC Holdings
HSBC Holdings
United Kingdom
$92M +$10.4M 8 0.17% Increased
122
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$90.1M +$4.46M 9 0.21% Increased
123
Asset Management One
Asset Management One
Japan
$90M +$2.22M 7 0.23% Increased
124
Silvercrest Asset Management
Silvercrest Asset Management
New York
$89.2M -$1.68M 3 0.95% Reduced
125
CBT
Capital Bank & Trust
California
$89M +$87.2M 3 1.17% New