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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
Royce & Associates
Royce & Associates
New York
$249M +$5.23M 12 2.69% Increased
102
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$248M +$1.01M 3 2.17% Increased
103
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$240M -$31.9M 14 1.19% Reduced
104
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$238M +$7.32M 10 0.68% Increased
105
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$238M +$5.75M 8 1.06% Increased
106
Prudential Financial
Prudential Financial
New Jersey
$237M +$962K 14 0.44% Increased
107
SG Americas Securities
SG Americas Securities
New York
$208M +$102M 15 1.32% Increased
108
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$206M +$30.3M 3 0.49% Increased
109
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$201M +$34.3M 17 0.32% Increased
110
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$198M -$973K 12 1.08% Reduced
111
STRS Ohio
STRS Ohio
Ohio
$195M -$11.2M 18 0.82% Reduced
112
Fred Alger Management
Fred Alger Management
New York
$192M +$40.3M 2 0.56% Increased
113
Eaton Vance Management
Eaton Vance Management
Massachusetts
$190M -$3.46M 6 0.35% Reduced
114
Korea Investment Corp
Korea Investment Corp
South Korea
$189M +$58.1M 2 0.67% Increased
115
Nordea Investment Management
Nordea Investment Management
Sweden
$187M -$181M 3 0.35% Reduced
116
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$187M +$35.2M 4 1.06% Increased
117
Asset Management One
Asset Management One
Japan
$185M -$3.61M 5 0.85% Reduced
118
USS Investment Management
USS Investment Management
United Kingdom
$183M $0 2 1.77% Maintained
119
Aviva
Aviva
United Kingdom
$183M +$4.65M 5 1.08% Increased
120
Baird Financial Group
Baird Financial Group
Wisconsin
$181M -$9.25M 11 0.62% Reduced
121
Lyrical Asset Management
Lyrical Asset Management
New York
$178M -$7.43M 1 3.23% Reduced
122
LPL Financial
LPL Financial
California
$172M +$20.9M 11 0.27% Increased
123
Epoch Investment Partners
Epoch Investment Partners
New York
$172M -$7.03M 1 0.86% Reduced
124
OCAM
Owl Creek Asset Management
New York
$172M -$2.56M 1 11.42% Reduced
125
Stifel Financial
Stifel Financial
Missouri
$169M -$2.71M 14 0.35% Reduced