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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
Chevy Chase Trust
Chevy Chase Trust
Maryland
$512M -$2.75M 5 1.64% Reduced
127
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$510M +$10.5M 15 1.12% Increased
128
Bessemer Group
Bessemer Group
New Jersey
$506M -$142M 18 0.91% Reduced
129
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$494M -$67.1M 10 1.29% Reduced
130
Truist Financial
Truist Financial
North Carolina
$488M -$5.93M 17 0.78% Reduced
131
Voloridge Investment Management
Voloridge Investment Management
Florida
$483M +$88.8M 13 1.79% Increased
132
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$477M +$128M 9 1.95% Increased
133
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$476M +$20.2M 10 1.89% Increased
134
Caxton Associates (UK)
Caxton Associates (UK)
$473M +$608M 6 16.45% New
135
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$470M -$36.8M 6 0.31% Reduced
136
Two Sigma Advisers
Two Sigma Advisers
New York
$462M +$119M 13 1.04% Increased
137
Citadel Advisors
Citadel Advisors
Florida
$459M -$224M 34 0.09% Reduced
138
Asset Management One
Asset Management One
Japan
$457M +$29.3M 8 1.58% Increased
139
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$454M -$24M 5 2.73% Reduced
140
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$451M -$60.8M 8 1.01% Reduced
141
PointState Capital
PointState Capital
New York
$445M +$155M 2 6.45% Increased
142
Nomura Asset Management
Nomura Asset Management
Japan
$438M +$13.3M 17 1.34% Increased
143
Axa
Axa
France
$437M -$5.31M 10 1.44% Reduced
144
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$433M -$17M 17 1.57% Reduced
145
EQF
Evergreen Quality Fund
Cayman Islands
$431M -$264M 1 16.09% Reduced
146
Winslow Capital Management
Winslow Capital Management
Minnesota
$423M -$480M 2 1.69% Reduced
147
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$414M +$21.7M 19 0.59% Increased
148
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$413M +$193M 7 0.88% Increased
149
CSD
Clear Street Derivatives
New York
$410M +$425M 1 6.56% Increased
150
Ossiam
Ossiam
France
$407M +$168M 4 5.68% Increased