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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
Panagora Asset Management
Panagora Asset Management
Massachusetts
$116M +$7.09M 16 0.53% Increased
102
Frontier Capital Management
Frontier Capital Management
Massachusetts
$114M +$11.5M 4 0.9% Increased
103
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$114M +$27.8M 3 1.36% Increased
104
GGHC
Gilder Gagnon Howe & Co
New York
$114M -$2.79M 2 1.31% Reduced
105
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$112M +$2M 10 0.45% Increased
106
Nordea Investment Management
Nordea Investment Management
Sweden
$110M +$3.4M 5 0.24% Increased
107
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$109M -$763K 10 0.16% Reduced
108
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$97.7M -$7.87M 13 0.23% Reduced
109
KBC Group
KBC Group
Belgium
$97.6M +$24.6M 13 0.72% Increased
110
Fidelity International
Fidelity International
Bermuda
$96.7M +$14.4M 3 0.15% Increased
111
EARNEST Partners
EARNEST Partners
Georgia
$94.8M +$1.44M 8 0.86% Increased
112
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$94.5M +$1.86M 12 0.24% Increased
113
GA
Greenhaven Associates
New York
$93M -$11.2M 1 1.88% Reduced
114
Silvercrest Asset Management
Silvercrest Asset Management
New York
$92.6M +$4.06M 4 0.76% Increased
115
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$92M -$1.65M 16 0.1% Reduced
116
PGGM Investments
PGGM Investments
Netherlands
$91.1M $0 1 0.43% Maintained
117
Baird Financial Group
Baird Financial Group
Wisconsin
$90.7M -$1.87M 10 0.36% Reduced
118
VVP
Vulcan Value Partners
Alabama
$90.5M +$42.5M 2 0.77% Increased
119
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$88.8M +$9.66M 7 0.18% Increased
120
Aperio Group
Aperio Group
California
$88.5M +$4.23M 14 0.35% Increased
121
CRM
Cramer Rosenthal McGlynn
Connecticut
$87.3M +$85.2M 2 2.47% New
122
Boston Trust Walden
Boston Trust Walden
Massachusetts
$86.8M -$6.51M 2 1.09% Reduced
123
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$86.5M -$13.8M 5 2.5% Reduced
124
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$81.2M +$7.51M 8 0.22% Increased
125
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$81.1M -$2.94M 12 0.56% Reduced