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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
Baird Financial Group
Baird Financial Group
Wisconsin
$123M -$4.3M 10 0.46% Reduced
127
SoftBank Group
SoftBank Group
Japan
$123M +$92.3M 1 0.7% New
128
Envestnet Asset Management
Envestnet Asset Management
Illinois
$122M -$8.1M 14 0.12% Reduced
129
Aviva
Aviva
United Kingdom
$121M +$24.9M 5 0.75% Increased
130
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$118M +$13M 11 0.99% Increased
131
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$114M -$11.9M 3 3.52% Reduced
132
Bessemer Group
Bessemer Group
New Jersey
$111M -$4.84M 11 0.35% Reduced
133
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$110M +$758K 12 0.63% Increased
134
Glenmede Trust
Glenmede Trust
Pennsylvania
$107M -$13.5M 16 0.65% Reduced
135
Asset Management One
Asset Management One
Japan
$107M +$4.08M 5 0.52% Increased
136
KBC Group
KBC Group
Belgium
$106M +$2.84M 13 0.7% Increased
137
SEI Investments
SEI Investments
Pennsylvania
$105M -$5.86M 17 0.33% Reduced
138
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$104M -$6.31M 3 1.36% Reduced
139
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$104M -$51.1M 12 0.31% Reduced
140
ECP ControlCo
ECP ControlCo
New Jersey
$103M $0 1 13.14% Maintained
141
EARNEST Partners
EARNEST Partners
Georgia
$102M +$1.42M 8 0.97% Increased
142
Bahl & Gaynor
Bahl & Gaynor
Ohio
$99.4M +$3.04M 3 0.75% Increased
143
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$98.6M -$31.1M 5 1.45% Reduced
144
Hyperion Asset Management
Hyperion Asset Management
Australia
$98.4M +$59.8M 1 13.78% Increased
145
EIP
Easterly Investment Partners
Massachusetts
$96.3M +$90.4M 1 4.37% Increased
146
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$95M -$92.3K 12 0.24% Reduced
147
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$94.7M -$33K 16 0.09% Reduced
148
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$94.1M +$2.78M 2 0.32% Increased
149
CRM
Cramer Rosenthal McGlynn
Connecticut
$91M +$13.6M 2 3.67% Increased
150
LGP
Leonard Green & Partners
California
$87.8M +$74.7M 1 16.37% New