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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
TCW Group
TCW Group
California
$72.2M +$35.8M 2 0.59% Increased
152
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$71.5M +$16.6M 1 0.82% Increased
153
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$69.8M -$57.8M 7 0.45% Reduced
154
Hood River Capital Management
Hood River Capital Management
Florida
$69.1M +$351K 2 3.55% Increased
155
CIP
Champlain Investment Partners
Vermont
$67.7M -$1.17M 1 0.66% Reduced
156
Two Sigma Advisers
Two Sigma Advisers
New York
$67.6M -$40.8M 14 0.18% Reduced
157
KeyBank National Association
KeyBank National Association
Ohio
$66.4M -$1.01M 6 0.39% Reduced
158
Capital Guardian Trust
Capital Guardian Trust
California
$65.6M -$1.3M 1 0.93% Reduced
159
US Bancorp
US Bancorp
Minnesota
$64.8M +$18M 16 0.2% Increased
160
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$64.7M +$31.4M 4 1.5% Increased
161
Nordea Investment Management
Nordea Investment Management
Sweden
$64.3M +$1.8M 4 0.15% Increased
162
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$63.6M +$13.7M 11 0.21% Increased
163
OCAM
Owl Creek Asset Management
New York
$63.4M +$4.15M 1 1.94% Increased
164
Ninety One (UK)
Ninety One (UK)
United Kingdom
$62.6M +$4.14M 1 0.31% Increased
165
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$62.5M +$5.48M 4 0.16% Increased
166
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$62.2M +$33.2M 9 0.95% Increased
167
AMF Tjänstepension
AMF Tjänstepension
Sweden
$61.6M +$60.4M 2 0.59% Increased
168
Nomura Holdings
Nomura Holdings
Japan
$59.8M +$7.63M 6 0.19% Increased
169
AIG
American International Group
New York
$59.7M +$8.9M 17 0.21% Increased
170
HSBC Holdings
HSBC Holdings
United Kingdom
$59M -$7.96M 10 0.11% Reduced
171
NIMC
NWQ Investment Management Company
California
$58.6M -$1.65M 2 1.06% Reduced
172
Folketrygdfondet
Folketrygdfondet
Norway
$58.4M -$26.1M 1 1.6% Reduced
173
Laurion Capital Management
Laurion Capital Management
New York
$57.4M +$47.1M 5 0.46% Increased
174
Aberdeen Group
Aberdeen Group
United Kingdom
$57.2M +$4.66M 4 0.11% Increased
175
SC
Shellback Capital
Massachusetts
$56.9M +$20.7M 3 4.16% Increased