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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
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$391M +$58.6M 13 1.76% Increased
102
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$391M +$71.6M 3 2.49% Increased
103
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$388M +$22.6M 2 2.94% Increased
104
Capital International Inc
Capital International Inc
California
$383M -$46.9M 2 3.55% Reduced
105
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$382M +$118M 10 0.87% Increased
106
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$382M -$14.3M 8 1.35% Reduced
107
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$379M +$39M 18 0.38% Increased
108
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$375M +$141M 13 0.87% Increased
109
Nordea Investment Management
Nordea Investment Management
Sweden
$366M +$66.6M 3 0.59% Increased
110
Fred Alger Management
Fred Alger Management
New York
$363M +$34.8M 2 0.94% Increased
111
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$361M +$38.2M 6 1.67% Increased
112
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$354M +$189M 6 0.65% Increased
113
Citadel Advisors
Citadel Advisors
Florida
$350M -$174M 27 0.09% Reduced
114
Winslow Capital Management
Winslow Capital Management
Minnesota
$348M +$253M 1 1.45% New
115
TD Asset Management
TD Asset Management
Ontario, Canada
$322M +$109M 5 0.39% Increased
116
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$322M +$3.07M 11 0.8% Increased
117
Royce & Associates
Royce & Associates
New York
$319M -$14.9M 13 2.63% Reduced
118
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$316M -$46.3M 5 1.09% Reduced
119
LPL Financial
LPL Financial
California
$314M +$32.1M 19 0.41% Increased
120
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$309M -$11.7M 9 1.16% Reduced
121
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$305M -$57M 14 0.43% Reduced
122
AIG
American International Group
New York
$297M +$118M 19 1.1% Increased
123
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$295M +$168M 8 1.16% Increased
124
Asset Management One
Asset Management One
Japan
$280M +$2.02M 5 1.15% Increased
125
Renaissance Technologies
Renaissance Technologies
New York
$278M +$61.7M 12 0.3% Increased