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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
151
Credit Agricole
Credit Agricole
France
$939M +$271M 17 1.9% Increased
152
Tiger Global Management
Tiger Global Management
New York
$937M -$179M 1 3.91% Reduced
153
Asset Management One
Asset Management One
Japan
$913M +$28.7M 11 2.34% Increased
154
Westfield Capital Management
Westfield Capital Management
Massachusetts
$886M +$78.7M 7 2.89% Increased
155
Chevy Chase Trust
Chevy Chase Trust
Maryland
$874M -$15.9M 6 2.25% Reduced
156
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$874M +$17.5M 19 1.91% Increased
157
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$872M +$17.6M 8 1.32% Increased
158
Nomura Asset Management
Nomura Asset Management
Japan
$868M +$29.8M 14 1.86% Increased
159
Creative Planning
Creative Planning
Kansas
$861M +$54.4M 29 0.5% Increased
160
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$848M +$8.94M 26 1.37% Increased
161
Osaic Holdings
Osaic Holdings
Arizona
$844M +$74.3M 45 0.99% Increased
162
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$840M +$15.2M 12 2.17% Increased
163
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$836M +$160M 21 0.84% Increased
164
Artisan Partners
Artisan Partners
Wisconsin
$836M -$397M 4 1.33% Reduced
165
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$827M +$20.8M 27 2.67% Increased
166
Squarepoint
Squarepoint
New York
$821M -$80.2M 25 0.91% Reduced
167
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$816M -$23.8M 22 2.4% Reduced
168
Corient Private Wealth
Corient Private Wealth
Florida
$810M +$91.7M 22 1.12% Increased
169
Renaissance Technologies
Renaissance Technologies
New York
$808M +$465M 21 1.11% Increased
170
Congress Asset Management
Congress Asset Management
Massachusetts
$787M -$188M 9 4.85% Reduced
171
Daiwa Securities Group
Daiwa Securities Group
Japan
$783M +$213M 9 1.53% Increased
172
1832 Asset Management
1832 Asset Management
Ontario, Canada
$777M -$202M 7 0.39% Reduced
173
NEOS Investment Management
NEOS Investment Management
Connecticut
$771M +$75.1M 6 2.84% Increased
174
Vontobel Holding
Vontobel Holding
Switzerland
$766M +$150M 17 2.44% Increased
175
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$757M -$21.3M 28 0.95% Reduced