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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
Canada Life
Canada Life
Manitoba, Canada
$77.4M +$13.4M 13 0.22% Increased
127
TimesSquare Capital Management
TimesSquare Capital Management
New York
$77.4M -$19.1M 1 0.52% Reduced
128
SCCM
Schafer Cullen Capital Management
New York
$77.1M -$10.1M 3 1.05% Reduced
129
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$75.8M +$4.78M 1 0.12% Increased
130
USSCPF
United States Steel & Carnegie Pension Fund
New York
$75.5M $0 1 2.24% Maintained
131
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$75.2M -$10.9M 7 0.32% Reduced
132
BlackRock Japan
BlackRock Japan
Japan
$75.2M +$1.97M 5 0.25% Increased
133
SG Americas Securities
SG Americas Securities
New York
$72.7M +$30.5M 13 0.61% Increased
134
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$72.1M -$12.4M 2 1.41% Reduced
135
Panagora Asset Management
Panagora Asset Management
Massachusetts
$71.3M -$12.3M 10 0.33% Reduced
136
Boston Trust Walden
Boston Trust Walden
Massachusetts
$70.5M +$633K 3 1.11% Increased
137
Regions Financial Corp
Regions Financial Corp
Alabama
$69.7M +$3.52M 6 0.85% Increased
138
NIMC
NWQ Investment Management Company
California
$69.5M -$20.7M 2 0.94% Reduced
139
Citigroup
Citigroup
New York
$67.5M +$22.4M 20 0.06% Increased
140
Sterling Capital Management
Sterling Capital Management
North Carolina
$67.4M -$9.56M 7 0.61% Reduced
141
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$66.7M +$21.6M 2 0.15% Increased
142
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$66.4M +$6.32M 18 0.31% Increased
143
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$66.2M -$15.7M 7 0.48% Reduced
144
DnB Asset Management
DnB Asset Management
Norway
$66.1M +$3.54M 3 1.21% Increased
145
TD Asset Management
TD Asset Management
Ontario, Canada
$65.5M +$9.75M 5 0.11% Increased
146
Great Lakes Advisors
Great Lakes Advisors
Illinois
$64.9M -$267K 4 1.7% Reduced
147
Nuveen
Nuveen
North Carolina
$64.2M -$12.6M 9 0.33% Reduced
148
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$63.6M -$5.65M 1 0.75% Reduced
149
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$61.1M +$1.42M 1 0.37% Increased
150
HSBC Holdings
HSBC Holdings
United Kingdom
$60.4M +$4.94M 10 0.14% Increased