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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
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$124M +$5.43M 19 0.12% Increased
102
FS
Feinberg Stephen
$123M $0 1 11.72% Maintained
103
APG Asset Management
APG Asset Management
Netherlands
$121M +$3.13M 5 0.22% Increased
104
Axa
Axa
France
$119M +$1.21M 5 0.47% Increased
105
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$119M -$222K 1 2.14% Reduced
106
Hamlin Capital Management
Hamlin Capital Management
New York
$117M -$1.69M 2 5.21% Reduced
107
Miller Howard Investments
Miller Howard Investments
New York
$117M +$38.2M 2 3.22% Increased
108
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$116M +$8.84M 1 4.12% Increased
109
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$113M +$16.9M 9 0.47% Increased
110
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$109M +$5.32M 11 0.15% Increased
111
NIMC
NWQ Investment Management Company
California
$108M -$11.3M 3 2.34% Reduced
112
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$108M +$13.6M 8 0.42% Increased
113
Nordea Investment Management
Nordea Investment Management
Sweden
$105M -$18.3M 10 0.22% Reduced
114
GA
Greenhaven Associates
New York
$105M +$1.96M 1 1.87% Increased
115
DVF
Discovery Value Fund
Singapore
$102M +$19.4M 2 11.45% Increased
116
EIP
Easterly Investment Partners
Massachusetts
$99.9M +$94.5M 1 2.41% New
117
Adage Capital Partners
Adage Capital Partners
Massachusetts
$99.8M -$24.2M 2 0.25% Reduced
118
Frontier Capital Management
Frontier Capital Management
Massachusetts
$99.6M -$28.8M 3 0.71% Reduced
119
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$97.6M +$6.21M 2 0.24% Increased
120
OCAM
Owl Creek Asset Management
New York
$97.5M +$4.39M 2 3.61% Increased
121
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$94.1M -$8.95M 5 2.58% Reduced
122
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$92M -$839K 14 0.23% Reduced
123
EARNEST Partners
EARNEST Partners
Georgia
$91.4M +$1.04M 8 0.87% Increased
124
Canada Life
Canada Life
Manitoba, Canada
$90.8M +$3.12M 15 0.24% Increased
125
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$89.6M +$19M 11 0.1% Increased