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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
126
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$86.4M +$3.74M 14 0.17% Increased
127
Balyasny Asset Management
Balyasny Asset Management
Illinois
$82.8M +$26.7M 3 0.67% Increased
128
Marsico Capital Management
Marsico Capital Management
Colorado
$81.7M -$122M 1 0.69% Reduced
129
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$80.3M -$1.36M 1 4.85% Reduced
130
BlackRock Japan
BlackRock Japan
Japan
$78.3M +$1.85M 4 0.31% Increased
131
Lazard Asset Management
Lazard Asset Management
New York
$78.2M -$3.87M 4 0.17% Reduced
132
APG Asset Management
APG Asset Management
Netherlands
$76.4M -$2.78M 4 0.16% Reduced
133
KeyBank National Association
KeyBank National Association
Ohio
$75.9M -$8.16M 8 0.5% Reduced
134
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$74.6M +$10.6M 3 0.81% Increased
135
ValueAct Holdings
ValueAct Holdings
California
$74.4M +$73.7M 1 0.41% New
136
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$73M +$13M 9 0.14% Increased
137
Barclays
Barclays
United Kingdom
$72M +$5.56M 19 0.08% Increased
138
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$71.7M +$2.14M 1 1.98% Increased
139
Legal & General Group
Legal & General Group
United Kingdom
$70.7M +$1.35M 12 0.08% Increased
140
Folketrygdfondet
Folketrygdfondet
Norway
$70.5M +$16.5M 1 1.95% Increased
141
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$70.3M -$85.9M 5 0.49% Reduced
142
AIM
Atlantic Investment Management
New York
$69.7M +$69.1M 1 5.25% New
143
Miller Howard Investments
Miller Howard Investments
New York
$69M +$3.48M 2 1.04% Increased
144
DnB Asset Management
DnB Asset Management
Norway
$67.6M -$15.9M 4 1.51% Reduced
145
CRM
Cramer Rosenthal McGlynn
Connecticut
$67.4M -$2.51M 2 0.76% Reduced
146
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$64.8M -$457K 1 0.34% Reduced
147
HSBC Holdings
HSBC Holdings
United Kingdom
$64.1M +$6.66M 8 0.12% Increased
148
SCM
Snow Capital Management
Pennsylvania
$63.5M -$1.08M 1 1.98% Reduced
149
City National Bank
City National Bank
Delaware
$63.1M +$8.32M 3 0.53% Increased
150
ACM
Atlanta Capital Management
Georgia
$63M -$2.1M 1 0.43% Reduced