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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
Glenmede Trust
Glenmede Trust
Pennsylvania
$78.7M +$716K 12 0.44% Increased
127
Panagora Asset Management
Panagora Asset Management
Massachusetts
$76.2M +$6.38M 10 0.36% Increased
128
Stifel Financial
Stifel Financial
Missouri
$75.7M +$4.81M 7 0.34% Increased
129
USSCPF
United States Steel & Carnegie Pension Fund
New York
$73.9M -$16.3M 1 2.18% Reduced
130
Nuveen
Nuveen
North Carolina
$72.2M +$827K 8 0.42% Increased
131
VOYA Investment Management
VOYA Investment Management
Georgia
$71.4M +$33.4M 12 0.14% Increased
132
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$71M +$17.9M 8 0.5% Increased
133
BlackRock Japan
BlackRock Japan
Japan
$70.7M +$5.82M 4 0.24% Increased
134
DnB Asset Management
DnB Asset Management
Norway
$69.6M +$19.6M 3 1.37% Increased
135
Davis Selected Advisers
Davis Selected Advisers
Arizona
$68.6M +$1.99M 2 0.3% Increased
136
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$67.5M +$12.6M 1 0.11% Increased
137
Första AP-fonden
Första AP-fonden
Sweden
$66.6M -$7.59M 1 1.85% Reduced
138
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$66.6M +$49.2M 2 1.45% Increased
139
Credit Agricole
Credit Agricole
France
$66.4M +$5.78M 9 0.22% Increased
140
Sterling Capital Management
Sterling Capital Management
North Carolina
$66M +$26.6K 8 0.61% Increased
141
Boston Trust Walden
Boston Trust Walden
Massachusetts
$65.5M +$1.75M 3 1.08% Increased
142
Regions Financial Corp
Regions Financial Corp
Alabama
$64.4M +$5.97M 5 0.83% Increased
143
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$64.2M +$13.6M 1 0.76% Increased
144
Perkins Investment Management
Perkins Investment Management
Illinois
$62.4M +$5.17M 1 0.86% Increased
145
Great Lakes Advisors
Great Lakes Advisors
Illinois
$62.1M +$786K 5 1.68% Increased
146
Canada Life
Canada Life
Manitoba, Canada
$60.5M +$512K 13 0.18% Increased
147
STRS Ohio
STRS Ohio
Ohio
$59.6M -$4.18M 8 0.27% Reduced
148
Miller Howard Investments
Miller Howard Investments
New York
$57.3M -$2.27M 1 1.05% Reduced
149
Point72 Asset Management
Point72 Asset Management
Connecticut
$57.3M -$39M 3 0.4% Reduced
150
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$57.1M -$7.15M 18 0.24% Reduced