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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
Natixis Advisors
Natixis Advisors
Massachusetts
$596M +$97.8M 10 1.29% Increased
102
Korea Investment Corp
Korea Investment Corp
South Korea
$587M +$39.6M 5 1.48% Increased
103
LGP
Leonard Green & Partners
California
$562M -$487M 1 11.95% Reduced
104
AQR Capital Management
AQR Capital Management
Connecticut
$556M +$156M 24 0.85% Increased
105
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$552M -$46.1M 15 1.01% Reduced
106
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$550M +$22.4M 20 0.51% Increased
107
Pacer Advisors
Pacer Advisors
Pennsylvania
$545M +$388M 12 1.24% Increased
108
Boston Partners
Boston Partners
Massachusetts
$532M -$599M 9 0.66% Reduced
109
Aviva
Aviva
United Kingdom
$530M +$115M 6 1.47% Increased
110
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$527M +$48.6M 7 1.36% Increased
111
CSD
Clear Street Derivatives
New York
$524M +$6.61M 1 8.11% Increased
112
Renaissance Technologies
Renaissance Technologies
New York
$514M +$48.2M 14 0.87% Increased
113
Baird Financial Group
Baird Financial Group
Wisconsin
$513M +$227M 15 1.06% Increased
114
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$510M +$23M 18 1.35% Increased
115
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$492M +$293M 15 1.41% Increased
116
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$491M -$65.1M 1 5.67% Reduced
117
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$488M +$17.6M 4 1.99% Increased
118
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$468M -$36M 7 1.11% Reduced
119
SEI Investments
SEI Investments
Pennsylvania
$463M +$93.2M 22 0.66% Increased
120
Russell Investments Group
Russell Investments Group
United Kingdom
$460M +$15M 27 0.74% Increased
121
HighTower Advisors
HighTower Advisors
Illinois
$451M +$54M 19 0.7% Increased
122
Truist Financial
Truist Financial
North Carolina
$447M +$16M 15 0.68% Increased
123
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$445M -$54.5M 14 0.9% Reduced
124
Allspring Global Investments
Allspring Global Investments
North Carolina
$445M -$4.8M 19 0.73% Reduced
125
ProShare Advisors
ProShare Advisors
Maryland
$444M -$21.7M 21 1.19% Reduced