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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
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$57M -$1.72M 1 0.36% Reduced
152
DCM
Daruma Capital Management
New York
$56.8M -$15.3M 1 3.47% Reduced
153
CRM
Cramer Rosenthal McGlynn
Connecticut
$56.7M +$14.2M 2 0.87% Increased
154
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$55.7M +$17.6M 3 0.95% Increased
155
Ninety One (UK)
Ninety One (UK)
United Kingdom
$54.4M +$50.7M 1 0.27% New
156
BlackRock Advisors
BlackRock Advisors
Delaware
$52.5M -$86.4M 16 0.05% Reduced
157
TD Asset Management
TD Asset Management
Ontario, Canada
$52.1M -$4.47M 5 0.09% Reduced
158
Harris Associates
Harris Associates
Illinois
$52.1M -$307K 1 0.1% Reduced
159
Aperio Group
Aperio Group
California
$52.1M +$2.99M 10 0.38% Increased
160
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$52.1M +$5.74M 1 2.21% Increased
161
HSBC Holdings
HSBC Holdings
United Kingdom
$51.2M -$1.62M 10 0.13% Reduced
162
CIP
Champlain Investment Partners
Vermont
$49.5M +$375K 1 0.75% Increased
163
OCAM
Owl Creek Asset Management
New York
$48.8M +$1.33M 1 2.11% Increased
164
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$48.2M +$558K 2 0.86% Increased
165
Korea Investment Corp
Korea Investment Corp
South Korea
$46.6M -$20.2M 1 0.25% Reduced
166
Trillium Asset Management
Trillium Asset Management
Massachusetts
$45.2M -$11.4M 4 2.9% Reduced
167
MTB
Mizuho Trust & Banking
Japan
$45M +$6.5M 2 0.13% Increased
168
Baird Financial Group
Baird Financial Group
Wisconsin
$44.1M +$9.31M 5 0.39% Increased
169
Fidelity International
Fidelity International
Bermuda
$43.9M -$9.31M 2 0.13% Reduced
170
US Bancorp
US Bancorp
Minnesota
$43.1M +$2.08M 17 0.16% Increased
171
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$43M +$3.37M 4 0.25% Increased
172
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$42.6M +$4.46M 5 0.69% Increased
173
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$42.6M -$4.63K 2 1.04% Reduced
174
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$42.4M -$5.03M 1 0.52% Reduced
175
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$42.3M +$9.93M 2 0.09% Increased