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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
Aviva
Aviva
United Kingdom
$385M -$14M 6 1.27% Reduced
127
Congress Asset Management
Congress Asset Management
Massachusetts
$381M -$72M 4 2.72% Reduced
128
Chevy Chase Trust
Chevy Chase Trust
Maryland
$378M -$3.78M 4 1.24% Reduced
129
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$375M -$2.36M 5 0.23% Reduced
130
GGHC
Gilder Gagnon Howe & Co
New York
$373M -$65M 4 4.66% Reduced
131
HighTower Advisors
HighTower Advisors
Illinois
$370M -$17M 18 0.6% Reduced
132
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$364M +$135M 7 1.17% Increased
133
SEI Investments
SEI Investments
Pennsylvania
$361M -$19.2M 21 0.53% Reduced
134
Robeco Schweiz
Robeco Schweiz
Switzerland
$358M -$13.2M 6 6.26% Reduced
135
Corient Private Wealth
Corient Private Wealth
Florida
$352M -$25.8M 12 0.63% Reduced
136
ECP
Electron Capital Partners
New York
$349M +$3.77M 7 15.32% Increased
137
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$349M -$30.2M 14 1.37% Reduced
138
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$348M +$60.1M 24 0.55% Increased
139
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$336M -$18.7M 9 1.3% Reduced
140
Hyperion Asset Management
Hyperion Asset Management
Australia
$323M +$86.2M 1 13.57% Increased
141
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$321M +$1.33M 8 1.41% Increased
142
AGF Management
AGF Management
Ontario, Canada
$320M -$147M 4 1.77% Reduced
143
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$315M -$7.21M 7 0.49% Reduced
144
CET
Clean Energy Transition
United Kingdom
$314M -$64.4M 2 23.2% Reduced
145
Storebrand Asset Management
Storebrand Asset Management
Norway
$306M +$851K 10 1.04% Increased
146
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$303M +$195M 2 12.01% Increased
147
Royal London Asset Management
Royal London Asset Management
United Kingdom
$302M +$2.54M 4 0.75% Increased
148
Royce & Associates
Royce & Associates
New York
$300M +$10M 12 2.68% Increased
149
Asset Management One
Asset Management One
Japan
$298M -$14.3M 5 1.15% Reduced
150
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$293M -$24.9M 14 1.26% Reduced