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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
ECP
Electron Capital Partners
New York
$527M -$28.9M 8 25.37% Reduced
127
GGHC
Gilder Gagnon Howe & Co
New York
$526M +$9M 5 6.3% Increased
128
Holocene Advisors
Holocene Advisors
New York
$525M +$111M 8 2.12% Increased
129
Rafferty Asset Management
Rafferty Asset Management
New York
$520M +$61.6M 6 1.78% Increased
130
Platinum Equity Advisors
Platinum Equity Advisors
California
$513M $0 1 43.34% Maintained
131
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$500M -$130M 1 5.66% Reduced
132
Eagle Asset Management
Eagle Asset Management
Florida
$496M -$82.9M 7 2.53% Reduced
133
Axa
Axa
France
$491M +$15M 8 1.45% Increased
134
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$487M +$2.63M 16 2.08% Increased
135
Corient Private Wealth
Corient Private Wealth
Florida
$470M +$15.9M 13 0.73% Increased
136
Storebrand Asset Management
Storebrand Asset Management
Norway
$470M +$76.9M 12 1.48% Increased
137
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$466M +$3.63M 9 1.86% Increased
138
Caxton Associates (New York)
Caxton Associates (New York)
New York
$466M +$268M 4 17.45% Increased
139
Castle Hook Partners
Castle Hook Partners
New York
$464M +$83.6M 2 8.7% Increased
140
Mariner
Mariner
Kansas
$463M +$29.4M 20 0.82% Increased
141
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$461M +$69.9M 4 0.82% Increased
142
Royal London Asset Management
Royal London Asset Management
United Kingdom
$459M +$14M 5 1.13% Increased
143
National Bank of Canada
National Bank of Canada
Quebec, Canada
$447M +$44.2M 20 0.51% Increased
144
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$443M +$94.6M 4 0.88% Increased
145
Asset Management One
Asset Management One
Japan
$435M +$3.36M 7 1.55% Increased
146
Boston Partners
Boston Partners
Massachusetts
$424M -$108M 9 0.5% Reduced
147
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$423M +$35.5M 11 1.87% Increased
148
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$415M +$38.8M 14 1.64% Increased
149
Bahl & Gaynor
Bahl & Gaynor
Ohio
$414M -$35.2M 4 2.13% Reduced
150
Point72 Asset Management
Point72 Asset Management
Connecticut
$409M -$4.63M 11 1.04% Reduced