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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
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$390M +$10.2M 16 0.87% Increased
127
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$389M -$5.45M 25 0.41% Reduced
128
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$387M +$33.9M 7 1.01% Increased
129
Allspring Global Investments
Allspring Global Investments
North Carolina
$385M +$36.5M 20 0.68% Increased
130
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$382M +$42.4M 15 2.56% Increased
131
Axa
Axa
France
$378M +$76.7M 9 1.49% Increased
132
Balyasny Asset Management
Balyasny Asset Management
Illinois
$378M +$145M 11 1.16% Increased
133
Lazard Asset Management
Lazard Asset Management
New York
$360M +$7.38M 14 0.53% Increased
134
Los Angeles Capital Management
Los Angeles Capital Management
California
$356M +$35.4M 5 1.84% Increased
135
Envestnet Asset Management
Envestnet Asset Management
Illinois
$352M -$22M 19 0.2% Reduced
136
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$347M +$27.8M 20 2.05% Increased
137
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$345M -$46M 7 1.99% Reduced
138
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$340M +$1.89M 8 2.25% Increased
139
Aviva
Aviva
United Kingdom
$340M -$24.8M 5 1.96% Reduced
140
Asset Management One
Asset Management One
Japan
$338M -$3.62M 5 1.72% Reduced
141
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$336M +$6.34M 12 1.63% Increased
142
Natixis Advisors
Natixis Advisors
Massachusetts
$333M +$51.4M 8 1.41% Increased
143
STRS Ohio
STRS Ohio
Ohio
$326M +$23.6M 17 1.55% Increased
144
SEI Investments
SEI Investments
Pennsylvania
$325M +$33.4M 19 0.73% Increased
145
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$324M +$24.1M 1 9.16% Increased
146
ECP
Electron Capital Partners
New York
$319M +$60.6M 6 14.03% Increased
147
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$316M +$291M 7 2.5% Increased
148
AIG
American International Group
New York
$299M +$3.95M 23 2.18% Increased
149
HighTower Advisors
HighTower Advisors
Illinois
$298M -$2.33M 15 0.8% Reduced
150
Group One Trading
Group One Trading
Illinois
$298M +$291M 14 0.59% Increased