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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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$52M +$59.8M 1 0.21% New
152
Silvercrest Asset Management
Silvercrest Asset Management
New York
$51.9M +$6.16M 3 0.79% Increased
153
Fred Alger Management
Fred Alger Management
New York
$51.3M +$7.77M 1 0.28% Increased
154
OCAM
Owl Creek Asset Management
New York
$51.3M +$11.5M 1 2.92% Increased
155
Putnam Investments
Putnam Investments
Massachusetts
$51M -$55.6M 7 0.11% Reduced
156
KeyBank National Association
KeyBank National Association
Ohio
$50.4M -$6.44M 6 0.36% Reduced
157
Fidelity International
Fidelity International
Bermuda
$49.9M -$85.1M 2 0.17% Reduced
158
Prudential plc
Prudential plc
United Kingdom
$49M -$93.2M 1 0.21% Reduced
159
CIP
Champlain Investment Partners
Vermont
$49M +$5.96M 1 0.86% Increased
160
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$48.9M -$386K 1 0.27% Reduced
161
Trillium Asset Management
Trillium Asset Management
Massachusetts
$48.4M +$7.04M 4 3.39% Increased
162
CI Investments Inc
CI Investments Inc
Ontario, Canada
$48.1M -$14.6M 2 0.63% Reduced
163
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$47.5M +$22.1M 6 1.17% Increased
164
QAM
Quentec Asset Management
New York
$46.3M +$22.2M 2 7.97% Increased
165
SCM
Snow Capital Management
Pennsylvania
$44.3M -$1.79M 1 1.58% Reduced
166
Canada Life
Canada Life
Manitoba, Canada
$43.4M -$1.2M 11 0.17% Reduced
167
HSBC Holdings
HSBC Holdings
United Kingdom
$43.1M -$5M 7 0.11% Reduced
168
Credit Agricole
Credit Agricole
France
$42.9M +$14.4M 4 0.21% Increased
169
Seizert Capital Partners
Seizert Capital Partners
Michigan
$42.6M -$2.55M 1 1.29% Reduced
170
MTB
Mizuho Trust & Banking
Japan
$41.9M +$924K 2 0.14% Increased
171
AQR Capital Management
AQR Capital Management
Connecticut
$41.7M -$1.96M 8 0.08% Reduced
172
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$41M +$5.35M 6 0.17% Increased
173
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$40.3M +$10.1M 2 0.84% Increased
174
SCCM
Schafer Cullen Capital Management
New York
$40.1M +$2.48M 2 0.46% Increased
175
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$39.7M -$59.1M 1 0.37% Reduced