← 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
SCCM
Schafer Cullen Capital Management
New York
$119M +$26.1M 3 1.43% Increased
102
Hamlin Capital Management
Hamlin Capital Management
New York
$117M -$60.5K 2 4.74% Reduced
103
Glenmede Trust
Glenmede Trust
Pennsylvania
$112M +$6.95M 13 0.49% Increased
104
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$107M +$14.3M 9 0.22% Increased
105
Wedge Capital Management
Wedge Capital Management
North Carolina
$106M -$8.08M 4 0.99% Reduced
106
NFA
Nationwide Fund Advisors
Ohio
$105M -$281K 16 0.41% Reduced
107
FS
Feinberg Stephen
$104M $0 1 26.52% Maintained
108
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$104M -$1.23M 1 0.41% Reduced
109
HCM
Highfields Capital Management
Massachusetts
$103M +$6.91M 1 0.89% Increased
110
Point72 Asset Management
Point72 Asset Management
Connecticut
$103M -$54.2M 4 0.46% Reduced
111
Stifel Financial
Stifel Financial
Missouri
$103M -$3.28M 9 0.36% Reduced
112
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$101M +$29.6M 4 1.33% Increased
113
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$99.7M +$1.9M 8 0.35% Increased
114
Silvercrest Asset Management
Silvercrest Asset Management
New York
$99.1M +$1.11M 3 0.99% Increased
115
Canada Life
Canada Life
Manitoba, Canada
$98.1M +$4.99M 14 0.24% Increased
116
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$97.8M +$5.85M 7 0.29% Increased
117
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$96.8M -$1.63M 9 0.24% Reduced
118
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$96.5M +$6.48M 8 0.59% Increased
119
EARNEST Partners
EARNEST Partners
Georgia
$95.5M +$2.07M 2 0.95% Increased
120
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$94.5M -$2.96M 6 0.14% Reduced
121
Credit Agricole
Credit Agricole
France
$93.8M -$22M 10 0.32% Reduced
122
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$93M -$5.89M 19 0.11% Reduced
123
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$92.9M -$20.7M 3 1.02% Reduced
124
Baird Financial Group
Baird Financial Group
Wisconsin
$91.8M -$2.4M 6 0.69% Reduced
125
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$89.8M -$1.42M 1 1.67% Reduced