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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
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$282M -$66.8M 5 1.16% Reduced
127
OCAM
Owl Creek Asset Management
New York
$278M +$29.2M 5 9.39% Increased
128
USS Investment Management
USS Investment Management
United Kingdom
$276M +$12.6M 2 2.39% Increased
129
Aviva
Aviva
United Kingdom
$270M -$3.7M 3 1.32% Reduced
130
LSV Asset Management
LSV Asset Management
Illinois
$265M -$19.1M 8 0.45% Reduced
131
Creative Planning
Creative Planning
Kansas
$257M +$41.2M 9 0.52% Increased
132
Fidelity International
Fidelity International
Bermuda
$256M +$3.05M 4 0.29% Increased
133
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$256M +$14.7M 12 1.45% Increased
134
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$255M -$164M 5 0.65% Reduced
135
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$252M +$4.2M 6 1.58% Increased
136
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$248M +$9.24M 5 0.61% Increased
137
Panagora Asset Management
Panagora Asset Management
Massachusetts
$248M -$11.1M 19 1.39% Reduced
138
STRS Ohio
STRS Ohio
Ohio
$242M -$15M 17 0.91% Reduced
139
Baird Financial Group
Baird Financial Group
Wisconsin
$242M -$3.95M 12 0.68% Reduced
140
ECP ControlCo
ECP ControlCo
New Jersey
$241M $0 1 23.07% Maintained
141
Hyperion Asset Management
Hyperion Asset Management
Australia
$237M +$21.2M 1 16.46% Increased
142
Artisan Partners
Artisan Partners
Wisconsin
$222M +$125M 2 0.28% Increased
143
Capital Research Global Investors
Capital Research Global Investors
California
$219M -$753 1 0.05% Reduced
144
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$218M +$43.4M 5 1.43% Increased
145
SDH
Sloy Dahl & Holst
Washington
$213M +$154M 1 30.51% Increased
146
Royal London Asset Management
Royal London Asset Management
United Kingdom
$210M +$7.65M 2 0.96% Increased
147
Citadel Advisors
Citadel Advisors
Florida
$209M -$173M 30 0.05% Reduced
148
Bahl & Gaynor
Bahl & Gaynor
Ohio
$209M -$8.12M 4 1.32% Reduced
149
Natixis
Natixis
France
$209M -$409M 6 0.68% Reduced
150
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$203M +$21.9M 7 1.33% Increased