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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
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$664M +$175M 15 0.87% Increased
102
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$663M +$19.5M 3 2.42% Increased
103
Eaton Vance Management
Eaton Vance Management
Massachusetts
$660M +$123M 16 0.8% Increased
104
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$625M -$6.6M 14 2.1% Reduced
105
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$615M +$92.8M 11 0.82% Increased
106
National Bank of Canada
National Bank of Canada
Quebec, Canada
$607M +$579M 18 2.07% New
107
AMF Tjänstepension
AMF Tjänstepension
Sweden
$607M -$85.7M 2 4.15% Reduced
108
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$597M +$14.3M 12 1.73% Increased
109
Korea Investment Corp
Korea Investment Corp
South Korea
$586M +$22M 2 1.52% Increased
110
LPL Financial
LPL Financial
California
$581M +$27.8M 20 0.49% Increased
111
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$575M +$76M 13 2.29% Increased
112
Chevy Chase Trust
Chevy Chase Trust
Maryland
$572M -$11.4M 4 1.84% Reduced
113
Natixis
Natixis
France
$570M -$21.3M 9 1.95% Reduced
114
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$563M -$330M 5 0.79% Reduced
115
Los Angeles Capital Management
Los Angeles Capital Management
California
$553M +$70.6M 4 2.06% Increased
116
Allspring Global Investments
Allspring Global Investments
North Carolina
$551M +$540M 18 0.61% New
117
Winslow Capital Management
Winslow Capital Management
Minnesota
$550M +$20.5M 2 2.04% Increased
118
Lazard Asset Management
Lazard Asset Management
New York
$542M -$81.6M 11 0.58% Reduced
119
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$533M +$144M 21 0.76% Increased
120
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$533M +$379M 5 0.57% Increased
121
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$519M -$7.63M 25 0.43% Reduced
122
Bessemer Group
Bessemer Group
New Jersey
$518M +$7.89M 7 1.04% Increased
123
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$515M -$97.9M 1 10.74% Reduced
124
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$508M +$321M 12 1.08% Increased
125
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$506M +$20.9M 7 1.76% Increased