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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
APG Asset Management
APG Asset Management
Netherlands
$70.3M +$696K 3 0.16% Increased
127
Barclays
Barclays
United Kingdom
$70.2M +$22M 18 0.08% Increased
128
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$70M +$1.25M 8 0.2% Increased
129
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$69.9M -$182K 6 0.27% Reduced
130
Millennium Management
Millennium Management
New York
$69.3M -$26.4M 10 0.13% Reduced
131
Balyasny Asset Management
Balyasny Asset Management
Illinois
$69.3M -$64.5M 4 0.51% Reduced
132
Harris Associates
Harris Associates
Illinois
$69.1M -$15.5M 1 0.12% Reduced
133
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$66.1M +$29.5M 3 1.18% Increased
134
Citigroup
Citigroup
New York
$65.7M +$1.74M 20 0.06% Increased
135
BlackRock Japan
BlackRock Japan
Japan
$64.4M -$12.3M 3 0.26% Reduced
136
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$61.8M -$2.82M 1 4.11% Reduced
137
Folketrygdfondet
Folketrygdfondet
Norway
$60.2M -$3.52M 1 1.81% Reduced
138
Gotham Asset Management
Gotham Asset Management
New York
$58.7M -$7.98M 5 0.57% Reduced
139
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$57.9M +$3.42M 1 1.68% Increased
140
SG Americas Securities
SG Americas Securities
New York
$57.7M +$140M 8 0.34% Increased
141
Glenmede Trust
Glenmede Trust
Pennsylvania
$56.6M +$10.3M 10 0.42% Increased
142
Miller Howard Investments
Miller Howard Investments
New York
$56.3M -$6.76M 2 0.93% Reduced
143
TD Asset Management
TD Asset Management
Ontario, Canada
$55.4M +$14.5M 6 0.11% Increased
144
TimesSquare Capital Management
TimesSquare Capital Management
New York
$55.2M -$24.3M 1 0.35% Reduced
145
Channing Capital Management
Channing Capital Management
Illinois
$54.7M +$16.3M 2 2.67% Increased
146
NFA
Nationwide Fund Advisors
Ohio
$53.4M +$2.74M 14 0.24% Increased
147
Great Lakes Advisors
Great Lakes Advisors
Illinois
$53.1M +$6.44M 3 1.65% Increased
148
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$53M -$19.1M 7 0.11% Reduced
149
Axa
Axa
France
$52.7M +$18.1M 4 0.22% Increased
150
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$52.3M +$16.1M 4 0.14% Increased