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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
DCM
Daruma Capital Management
New York
$58.1M +$4.21M 1 3.64% Increased
152
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$57.6M -$3.83M 1 0.34% Reduced
153
Seizert Capital Partners
Seizert Capital Partners
Michigan
$56.1M -$5.77M 2 1.91% Reduced
154
KeyBank National Association
KeyBank National Association
Ohio
$52.8M -$895K 7 0.35% Reduced
155
Gotham Asset Management
Gotham Asset Management
New York
$52.4M -$10.5M 7 0.59% Reduced
156
Stifel Financial
Stifel Financial
Missouri
$52.4M -$15M 7 0.28% Reduced
157
TD Asset Management
TD Asset Management
Ontario, Canada
$51.5M -$6.54M 5 0.1% Reduced
158
Trillium Asset Management
Trillium Asset Management
Massachusetts
$50.4M +$1.48M 4 3.36% Increased
159
CCMH
Cornerstone Capital Management Holdings
New York
$50.1M +$14.9M 9 0.42% Increased
160
Baird Financial Group
Baird Financial Group
Wisconsin
$49.8M -$776K 5 0.48% Reduced
161
Fidelity International
Fidelity International
Bermuda
$48.4M -$3.19M 3 0.15% Reduced
162
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$47.7M +$1.05M 1 0.62% Increased
163
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$47.7M +$2.02M 1 2.16% Increased
164
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$47.2M -$386K 4 0.28% Reduced
165
Harris Associates
Harris Associates
Illinois
$46.8M -$23.7M 1 0.09% Reduced
166
VFA
Virtus Fund Advisers
Connecticut
$46.1M -$24.3M 2 0.41% Reduced
167
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$46M -$9.35M 6 0.21% Reduced
168
Panagora Asset Management
Panagora Asset Management
Massachusetts
$44.8M +$26.3M 9 0.22% Increased
169
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$43.8M -$31.2M 5 0.19% Reduced
170
HCM
Highfields Capital Management
Massachusetts
$43.5M +$28.8M 1 0.41% Increased
171
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$43.4M -$23.2M 5 0.36% Reduced
172
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$42.5M -$5.22M 2 0.82% Reduced
173
Sculptor Capital
Sculptor Capital
New York
$42.1M +$32.4M 2 0.21% Increased
174
MTB
Mizuho Trust & Banking
Japan
$41.6M +$1.4M 2 0.13% Increased
175
Aperio Group
Aperio Group
California
$41.4M +$9.18M 9 0.35% Increased