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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
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$121M -$2.03M 1 2.11% Reduced
102
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$119M +$4.71M 9 0.46% Increased
103
HA
HHLR Advisors
Cayman Islands
$116M +$122M 1 2.6% New
104
NIMC
NWQ Investment Management Company
California
$114M +$12.4M 4 2.56% Increased
105
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$113M +$6.88M 10 0.43% Increased
106
Axa
Axa
France
$112M -$4.37M 5 0.44% Reduced
107
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$110M +$31.9M 8 0.25% Increased
108
Panagora Asset Management
Panagora Asset Management
Massachusetts
$109M +$36.1M 17 0.49% Increased
109
GGHC
Gilder Gagnon Howe & Co
New York
$109M -$15.9M 2 1.1% Reduced
110
GA
Greenhaven Associates
New York
$106M -$550K 1 1.85% Reduced
111
Nordea Investment Management
Nordea Investment Management
Sweden
$105M -$3.7M 5 0.23% Reduced
112
Eaton Vance Management
Eaton Vance Management
Massachusetts
$104M +$68.4M 6 0.23% Increased
113
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$103M -$351K 5 2.88% Reduced
114
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$99.7M +$7.27M 1 3.26% Increased
115
IAM
Iridian Asset Management
Connecticut
$98M -$48M 1 1.42% Reduced
116
EARNEST Partners
EARNEST Partners
Georgia
$96.9M +$722K 8 0.88% Increased
117
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$93.2M -$2.09M 12 0.24% Reduced
118
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$92.7M +$782K 16 0.11% Increased
119
Baird Financial Group
Baird Financial Group
Wisconsin
$92.5M +$24.8M 10 0.36% Increased
120
Frontier Capital Management
Frontier Capital Management
Massachusetts
$92.1M -$10.5M 3 0.69% Reduced
121
Canada Life
Canada Life
Manitoba, Canada
$91.5M +$2.37M 17 0.21% Increased
122
PGGM Investments
PGGM Investments
Netherlands
$91.3M +$769K 1 0.46% Increased
123
Boston Trust Walden
Boston Trust Walden
Massachusetts
$91.2M +$421K 2 1.19% Increased
124
Silvercrest Asset Management
Silvercrest Asset Management
New York
$88.2M +$1.13M 3 0.83% Increased
125
DVF
Discovery Value Fund
Singapore
$86.6M -$2.37M 2 9.8% Reduced