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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
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$87M -$8.04M 6 0.31% Reduced
127
Gotham Asset Management
Gotham Asset Management
New York
$86.8M -$21.8M 5 0.73% Reduced
128
Renaissance Technologies
Renaissance Technologies
New York
$85.8M -$29M 11 0.2% Reduced
129
APG Asset Management
APG Asset Management
Netherlands
$85.5M +$2.04M 3 0.17% Increased
130
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$84.8M +$10.6M 9 0.17% Increased
131
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$84.5M +$5M 1 5.06% Increased
132
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$84.3M -$10.5M 14 0.27% Reduced
133
CI Investments Inc
CI Investments Inc
Ontario, Canada
$82.2M +$24.8M 1 0.91% Increased
134
Miller Howard Investments
Miller Howard Investments
New York
$81.7M +$13.7M 2 1.1% Increased
135
Federated Hermes
Federated Hermes
Pennsylvania
$81.1M +$28.2M 7 0.24% Increased
136
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$80.5M +$2.85M 2 0.14% Increased
137
Prudential Financial
Prudential Financial
New Jersey
$80.3M -$27.1M 8 0.14% Reduced
138
Two Sigma Advisers
Two Sigma Advisers
New York
$79M +$37.4M 8 0.59% Increased
139
Winslow Capital Management
Winslow Capital Management
Minnesota
$76.6M -$1.75M 1 0.25% Reduced
140
Citigroup
Citigroup
New York
$75.6M +$16M 21 0.07% Increased
141
Folketrygdfondet
Folketrygdfondet
Norway
$74.9M +$5.65M 1 2.01% Increased
142
Raymond James & Associates
Raymond James & Associates
Florida
$73.1M +$10.7M 9 0.28% Increased
143
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$72.3M +$1.14M 1 1.99% Increased
144
National Rural Electric Cooperative Association
National Rural Electric Cooperative Association
Virginia
$72M +$22.7M 2 1.19% Increased
145
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$69.8M +$45.7M 4 0.18% Increased
146
Lazard Asset Management
Lazard Asset Management
New York
$69.1M -$9.41M 4 0.14% Reduced
147
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$68.8M -$5.91M 3 0.74% Reduced
148
KeyBank National Association
KeyBank National Association
Ohio
$68.5M -$5.5M 7 0.46% Reduced
149
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$65M +$5.15M 6 0.34% Increased
150
City National Bank
City National Bank
Delaware
$64.6M +$392K 3 0.53% Increased