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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
NIMC
NWQ Investment Management Company
California
$65.6M -$1M 2 0.91% Reduced
152
Daiwa Securities Group
Daiwa Securities Group
Japan
$65.6M -$15M 6 0.42% Reduced
153
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$65.5M +$5.67M 2 0.52% Increased
154
Panagora Asset Management
Panagora Asset Management
Massachusetts
$65.1M -$5.97M 13 0.26% Reduced
155
Ninety One (UK)
Ninety One (UK)
United Kingdom
$64M +$14.2M 2 0.3% Increased
156
Capital Guardian Trust
Capital Guardian Trust
California
$63.5M -$94.2M 1 1.17% Reduced
157
Calamos Advisors
Calamos Advisors
Illinois
$63.1M +$21.4M 3 0.47% Increased
158
CRM
Cramer Rosenthal McGlynn
Connecticut
$61.6M +$25.7M 1 0.94% Increased
159
Miller Howard Investments
Miller Howard Investments
New York
$61.2M -$2.2M 1 1.22% Reduced
160
CRCP
Copper Rock Capital Partners
Massachusetts
$61.1M -$2.44M 2 3.95% Reduced
161
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$59.1M +$7.73M 1 2.14% Increased
162
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$58.3M +$6.88M 9 0.4% Increased
163
Jasper Ridge Partners
Jasper Ridge Partners
California
$58.3M +$52.5M 1 3.13% Increased
164
TD Asset Management
TD Asset Management
Ontario, Canada
$57.1M -$27.5M 5 0.09% Reduced
165
SEI Investments
SEI Investments
Pennsylvania
$56.9M +$6.21M 16 0.23% Increased
166
USSCPF
United States Steel & Carnegie Pension Fund
New York
$56.5M -$20.1M 1 2.35% Reduced
167
KeyBank National Association
KeyBank National Association
Ohio
$55.7M -$588K 7 0.33% Reduced
168
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$55.4M +$4.4M 11 0.3% Increased
169
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$55.1M +$820K 2 1.58% Increased
170
Gotham Asset Management
Gotham Asset Management
New York
$54.2M +$37.4M 7 0.76% Increased
171
AIG
American International Group
New York
$53.3M +$1.1M 16 0.19% Increased
172
Nuveen
Nuveen
North Carolina
$53M -$12.1M 5 0.34% Reduced
173
M&T Bank
M&T Bank
New York
$52.5M +$2.05M 6 0.31% Increased
174
Westwood Holdings Group
Westwood Holdings Group
Texas
$52.1M -$3.6M 3 0.42% Reduced
175
Aviva
Aviva
United Kingdom
$51.6M +$2.1M 2 0.29% Increased