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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
Canada Life
Canada Life
Manitoba, Canada
$163M +$6.76M 17 0.38% Increased
102
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$160M -$18.2M 13 0.96% Reduced
103
Aperio Group
Aperio Group
California
$159M -$1.07M 17 0.59% Reduced
104
Epoch Investment Partners
Epoch Investment Partners
New York
$154M +$17.6M 1 0.79% Increased
105
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$153M +$8.48M 18 0.2% Increased
106
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$152M +$3.17M 8 0.64% Increased
107
Eaton Vance Management
Eaton Vance Management
Massachusetts
$149M +$182K 6 0.3% Increased
108
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$144M -$32.8M 14 0.26% Reduced
109
ProShare Advisors
ProShare Advisors
Maryland
$143M +$26.1M 10 0.77% Increased
110
Silvercrest Asset Management
Silvercrest Asset Management
New York
$143M +$32.5M 4 1.27% Increased
111
AMF Tjänstepension
AMF Tjänstepension
Sweden
$142M +$44.5M 2 1.46% Increased
112
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$142M +$7.88M 7 0.3% Increased
113
HA
HHLR Advisors
Cayman Islands
$141M $0 1 1.29% Maintained
114
EIM
Elephas Investment Management
Hong Kong
$138M +$72.7M 1 59.97% Increased
115
Lyrical Asset Management
Lyrical Asset Management
New York
$138M -$3.43M 1 2.72% Reduced
116
Stifel Financial
Stifel Financial
Missouri
$136M +$10.9M 14 0.31% Increased
117
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$135M -$6.88M 1 1.85% Reduced
118
USS Investment Management
USS Investment Management
United Kingdom
$135M -$27.1M 2 1.41% Reduced
119
LSV Asset Management
LSV Asset Management
Illinois
$132M -$169M 7 0.27% Reduced
120
Capital International Inc
Capital International Inc
California
$129M +$58.4M 2 1.57% Increased
121
Los Angeles Capital Management
Los Angeles Capital Management
California
$128M +$29.8M 10 0.62% Increased
122
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$128M +$85.6M 6 0.44% Increased
123
Truist Financial
Truist Financial
North Carolina
$127M -$16.4M 10 0.29% Reduced
124
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$125M +$12.3M 4 1.41% Increased
125
STRS Ohio
STRS Ohio
Ohio
$124M +$10.4M 16 0.54% Increased