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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
OCAM
Owl Creek Asset Management
New York
$63.5M $0 1 3.54% Maintained
152
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$63.4M +$6M 9 0.41% Increased
153
Sterling Capital Management
Sterling Capital Management
North Carolina
$62M -$8.9M 4 0.58% Reduced
154
NIMC
NWQ Investment Management Company
California
$61.9M -$999K 2 0.76% Reduced
155
SEI Investments
SEI Investments
Pennsylvania
$61.6M +$5.64M 15 0.22% Increased
156
AHL Partners
AHL Partners
United Kingdom
$61.3M +$41.2M 9 1.1% Increased
157
KeyBank National Association
KeyBank National Association
Ohio
$61.2M -$2.53M 6 0.36% Reduced
158
Balyasny Asset Management
Balyasny Asset Management
Illinois
$61.1M +$25.8M 7 0.24% Increased
159
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$60.2M +$5.4M 12 0.31% Increased
160
Global X Management Company
Global X Management Company
New York
$60.1M +$33.9M 13 1.63% Increased
161
CBT
Capital Bank & Trust
California
$59.8M -$27.6M 3 0.76% Reduced
162
Miller Howard Investments
Miller Howard Investments
New York
$58.6M -$1.7M 1 1.21% Reduced
163
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$58.4M -$5.1M 2 0.45% Reduced
164
Capital Guardian Trust
Capital Guardian Trust
California
$57.2M -$5.33M 2 1% Reduced
165
Daiwa Securities Group
Daiwa Securities Group
Japan
$56.9M -$10.9M 6 0.39% Reduced
166
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$55.2M +$518K 2 1.4% Increased
167
Federated Hermes
Federated Hermes
Pennsylvania
$55.1M -$35.5M 12 0.16% Reduced
168
Jasper Ridge Partners
Jasper Ridge Partners
California
$55M $0 1 2.74% Maintained
169
AIG
American International Group
New York
$54.7M +$989K 15 0.19% Increased
170
PGGM Investments
PGGM Investments
Netherlands
$54M +$31.2M 1 0.27% Increased
171
CRM
Cramer Rosenthal McGlynn
Connecticut
$53.6M -$9.48M 1 0.86% Reduced
172
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$53.4M -$9.52M 1 2.78% Reduced
173
M&T Bank
M&T Bank
New York
$53.4M +$1.52M 6 0.29% Increased
174
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$53.2M -$15M 1 1.91% Reduced
175
TD Asset Management
TD Asset Management
Ontario, Canada
$53M -$2.67M 5 0.08% Reduced