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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
$95.9M -$6.2M 9 0.27% Reduced
127
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$95.6M +$84.2M 2 0.73% Increased
128
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$93.8M -$6.08M 8 0.17% Reduced
129
Canada Life
Canada Life
Manitoba, Canada
$90.8M -$12.6M 15 0.22% Reduced
130
OppenheimerFunds
OppenheimerFunds
New York
$90.7M -$35.5M 9 0.11% Reduced
131
OCAM
Owl Creek Asset Management
New York
$89.8M +$3.09M 1 4.3% Increased
132
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$89M +$696K 8 0.4% Increased
133
Homestead Advisers
Homestead Advisers
Virginia
$87.8M -$12.7M 2 1.34% Reduced
134
Sterling Capital Management
Sterling Capital Management
North Carolina
$87.4M +$10.7M 5 0.79% Increased
135
Boston Trust Walden
Boston Trust Walden
Massachusetts
$87.3M +$198K 2 1.2% Increased
136
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$86.1M +$7.87M 8 0.54% Increased
137
GA
Greenhaven Associates
New York
$86.1M +$2.18M 1 1.33% Increased
138
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$86M -$505K 4 0.88% Reduced
139
Sculptor Capital
Sculptor Capital
New York
$84.9M +$99.9M 2 0.46% Increased
140
Balyasny Asset Management
Balyasny Asset Management
Illinois
$84.8M -$5.76M 8 0.39% Reduced
141
Aperio Group
Aperio Group
California
$84.6M +$4.69M 14 0.37% Increased
142
SC
Shellback Capital
Massachusetts
$83.3M +$18.1M 4 7.46% Increased
143
Wedge Capital Management
Wedge Capital Management
North Carolina
$82.7M -$3.44M 4 0.79% Reduced
144
Regions Financial Corp
Regions Financial Corp
Alabama
$82.1M -$1.18M 9 0.89% Reduced
145
ACM
Argent Capital Management
Missouri
$80.2M +$32.4M 4 2.75% Increased
146
Westwood Holdings Group
Westwood Holdings Group
Texas
$80.1M -$12.9M 3 0.7% Reduced
147
STRS Ohio
STRS Ohio
Ohio
$79.4M -$4.23M 13 0.35% Reduced
148
SG Americas Securities
SG Americas Securities
New York
$78M +$5.42M 11 0.58% Increased
149
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$77M +$14.2M 10 0.24% Increased
150
Hood River Capital Management
Hood River Capital Management
Florida
$76.2M +$13.7M 2 3.37% Increased