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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
Baird Financial Group
Baird Financial Group
Wisconsin
$106M -$1.56M 6 0.75% Reduced
102
Global X Management Company
Global X Management Company
New York
$106M +$12.7M 14 2.11% Increased
103
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$106M +$1.96M 1 0.14% Increased
104
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$105M +$21.3M 9 0.18% Increased
105
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$105M +$10.9M 1 4.03% Increased
106
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$101M +$10.9M 10 0.16% Increased
107
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$98.7M -$2.01M 21 0.11% Reduced
108
Wedge Capital Management
Wedge Capital Management
North Carolina
$98.6M -$5.68M 4 0.95% Reduced
109
EARNEST Partners
EARNEST Partners
Georgia
$98.3M +$1.94M 8 0.93% Increased
110
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$96.3M -$7.22M 2 0.22% Reduced
111
DnB Asset Management
DnB Asset Management
Norway
$95.4M +$10.9M 4 1.15% Increased
112
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$95.3M -$1.79M 11 0.23% Reduced
113
Silvercrest Asset Management
Silvercrest Asset Management
New York
$92.6M +$1.51M 3 0.9% Increased
114
BHG
Blue Harbour Group
Connecticut
$92.1M +$87.6M 1 3.2% Increased
115
Stifel Financial
Stifel Financial
Missouri
$91.9M -$4.23M 9 0.29% Reduced
116
Folketrygdfondet
Folketrygdfondet
Norway
$90.3M -$17M 1 2.72% Reduced
117
Canada Life
Canada Life
Manitoba, Canada
$90M -$5.65M 15 0.22% Reduced
118
Boston Trust Walden
Boston Trust Walden
Massachusetts
$88.4M -$1.54M 3 1.34% Reduced
119
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$88.3M +$134K 6 0.26% Increased
120
OppenheimerFunds
OppenheimerFunds
New York
$88.1M -$6.99M 9 0.11% Reduced
121
Miller Howard Investments
Miller Howard Investments
New York
$87.5M +$1.56M 2 2.07% Increased
122
ARK Investment Management
ARK Investment Management
Florida
$83.9M +$57.6M 1 4.17% Increased
123
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$83.8M -$13.4M 4 0.93% Reduced
124
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$83.4M -$8.55M 1 1.56% Reduced
125
STRS Ohio
STRS Ohio
Ohio
$80.6M +$18.3M 10 0.36% Increased