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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
Los Angeles Capital Management
Los Angeles Capital Management
California
$371M +$44.1M 10 1.65% Increased
127
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$366M -$35.8M 7 1.59% Reduced
128
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$363M +$6.66M 5 0.59% Increased
129
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$362M -$19.2M 16 2.09% Reduced
130
Bahl & Gaynor
Bahl & Gaynor
Ohio
$361M +$94M 3 1.95% Increased
131
Aviva
Aviva
United Kingdom
$340M +$4.32M 5 1.54% Increased
132
Fred Alger Management
Fred Alger Management
New York
$339M -$134M 6 1.82% Reduced
133
Lazard Asset Management
Lazard Asset Management
New York
$339M +$4.55M 16 0.44% Increased
134
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$336M -$42.5M 5 0.92% Reduced
135
AQR Capital Management
AQR Capital Management
Connecticut
$336M +$17.4M 20 0.74% Increased
136
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$330M +$50.3M 9 1.68% Increased
137
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$319M +$43M 12 1.42% Increased
138
ECP
Electron Capital Partners
New York
$311M -$124M 4 13.49% Reduced
139
Marshall Wace
Marshall Wace
United Kingdom
$309M +$108M 10 0.66% Increased
140
Hyperion Asset Management
Hyperion Asset Management
Australia
$303M -$69.4M 1 15.76% Reduced
141
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$301M +$1.88M 8 1.71% Increased
142
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$296M -$11.9M 2 2.99% Reduced
143
Frontier Capital Management
Frontier Capital Management
Massachusetts
$291M -$34.6M 4 3.01% Reduced
144
Asset Management One
Asset Management One
Japan
$291M +$2.56M 5 1.32% Increased
145
HighTower Advisors
HighTower Advisors
Illinois
$289M +$4.98M 17 0.63% Increased
146
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$286M +$35.3M 8 1.03% Increased
147
Nomura Asset Management
Nomura Asset Management
Japan
$285M -$10M 13 1.5% Reduced
148
Congress Asset Management
Congress Asset Management
Massachusetts
$285M +$72.3M 4 2.66% Increased
149
Truist Financial
Truist Financial
North Carolina
$283M +$15.6M 14 0.49% Increased
150
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$280M +$69.8M 11 0.43% Increased