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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
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$428M -$237M 9 0.71% Reduced
127
AQR Capital Management
AQR Capital Management
Connecticut
$427M +$49.2M 23 0.88% Increased
128
Osaic Holdings
Osaic Holdings
Arizona
$425M +$104M 34 0.63% Increased
129
Nordea Investment Management
Nordea Investment Management
Sweden
$420M -$54.6M 7 0.58% Reduced
130
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$415M +$24.9M 6 1.85% Increased
131
Los Angeles Capital Management
Los Angeles Capital Management
California
$414M -$5.12M 10 1.76% Reduced
132
Truist Financial
Truist Financial
North Carolina
$408M +$72.1M 12 0.68% Increased
133
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$408M +$6.42M 8 1.9% Increased
134
HighTower Advisors
HighTower Advisors
Illinois
$402M +$33.6M 18 0.76% Increased
135
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$381M +$1.49M 8 2.06% Increased
136
Fred Alger Management
Fred Alger Management
New York
$374M +$45.2M 5 2.15% Increased
137
AGF Management
AGF Management
Ontario, Canada
$368M +$12.6M 6 2.61% Increased
138
Asset Management One
Asset Management One
Japan
$368M +$732K 5 1.64% Increased
139
AMF Tjänstepension
AMF Tjänstepension
Sweden
$367M -$38.7M 3 3.57% Reduced
140
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$363M +$27M 12 1.47% Increased
141
Royal London Asset Management
Royal London Asset Management
United Kingdom
$356M +$26.7M 4 1.15% Increased
142
Marshall Wace
Marshall Wace
United Kingdom
$349M -$94.2M 11 0.71% Reduced
143
Bahl & Gaynor
Bahl & Gaynor
Ohio
$347M -$5.34M 3 2.22% Reduced
144
Nomura Asset Management
Nomura Asset Management
Japan
$342M -$10.5M 13 1.6% Reduced
145
Renaissance Technologies
Renaissance Technologies
New York
$334M -$285M 17 0.57% Reduced
146
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$324M -$7.67M 17 0.67% Reduced
147
Federated Hermes
Federated Hermes
Pennsylvania
$323M +$171K 15 0.86% Increased
148
KBC Group
KBC Group
Belgium
$319M -$1.17M 16 1.3% Reduced
149
Hyperion Asset Management
Hyperion Asset Management
Australia
$317M -$4.41M 1 15.26% Reduced
150
ECP
Electron Capital Partners
New York
$315M +$17.9M 5 14.12% Increased