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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
TD Asset Management
TD Asset Management
Ontario, Canada
$115M +$65.9M 5 0.17% Increased
102
USAA
United Services Automobile Association
Texas
$115M -$6.32M 5 0.31% Reduced
103
FS
Feinberg Stephen
$113M $0 1 7.58% Maintained
104
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$112M -$629K 1 4.69% Reduced
105
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$111M +$3.22M 4 0.42% Increased
106
Wedge Capital Management
Wedge Capital Management
North Carolina
$110M +$4.34M 4 0.99% Increased
107
Two Sigma Advisers
Two Sigma Advisers
New York
$108M +$32.7M 13 0.29% Increased
108
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$105M +$6.62M 19 0.11% Increased
109
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$104M +$5.52M 4 1.09% Increased
110
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$104M -$61.4M 2 0.23% Reduced
111
Stifel Financial
Stifel Financial
Missouri
$102M -$4.1M 9 0.32% Reduced
112
Global X Management Company
Global X Management Company
New York
$101M +$44.1M 13 2.31% Increased
113
Boston Trust Walden
Boston Trust Walden
Massachusetts
$100M +$455K 3 1.47% Increased
114
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$99.9M -$844K 10 0.24% Reduced
115
Canada Life
Canada Life
Manitoba, Canada
$99.1M +$108K 14 0.23% Increased
116
OppenheimerFunds
OppenheimerFunds
New York
$98M -$25.9M 9 0.12% Reduced
117
EARNEST Partners
EARNEST Partners
Georgia
$96.8M +$599K 8 0.93% Increased
118
Impax Asset Management (UK)
Impax Asset Management (UK)
United Kingdom
$96.6M +$40.1M 2 2.66% Increased
119
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$95M -$9.11M 7 0.32% Reduced
120
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$94.9M -$1.35M 6 0.26% Reduced
121
Silvercrest Asset Management
Silvercrest Asset Management
New York
$94.7M -$2.63M 3 0.88% Reduced
122
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$91.8M +$90M 8 0.14% New
123
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$90.7M -$1.75M 1 1.64% Reduced
124
DnB Asset Management
DnB Asset Management
Norway
$90.6M +$3.51M 4 1.09% Increased
125
HCM
Highfields Capital Management
Massachusetts
$89.5M -$5.23M 1 0.74% Reduced