← All themes

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
Two Sigma Advisers
Two Sigma Advisers
New York
$79.2M +$34.3M 16 0.18% Increased
152
Miller Howard Investments
Miller Howard Investments
New York
$78.8M -$7.53M 2 2.47% Reduced
153
ProShare Advisors
ProShare Advisors
Maryland
$78.3M +$9.69M 9 0.36% Increased
154
ORIO
Old Republic International (ORI)
Illinois
$78.1M $0 2 1.95% Maintained
155
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$77.2M -$20.2M 4 2.35% Reduced
156
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$76.4M +$964K 2 0.51% Increased
157
National Pension Service
National Pension Service
South Korea
$76.4M +$8.37M 1 0.21% Increased
158
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$76.2M +$21.5M 3 1.65% Increased
159
Natixis Advisors
Natixis Advisors
Massachusetts
$73.6M +$6.87M 5 0.52% Increased
160
NSCM
New South Capital Management
Tennessee
$72.8M -$732K 2 2.05% Reduced
161
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$72.2M +$67.7M 11 0.19% New
162
AAM
Anglepoint Asset Management
Cayman Islands
$71.7M +$55.8M 1 8.62% New
163
GA
Greenhaven Associates
New York
$71.4M -$28.8M 1 1.59% Reduced
164
US Bancorp
US Bancorp
Minnesota
$70.7M -$3.24M 18 0.18% Reduced
165
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$70.4M -$2.39M 6 0.5% Reduced
166
Hamlin Capital Management
Hamlin Capital Management
New York
$70M -$586K 1 2.91% Reduced
167
CC
Carlson Capital
Texas
$68.8M -$2.92M 3 1.24% Reduced
168
Prudential plc
Prudential plc
United Kingdom
$68.8M +$33.4M 2 0.29% Increased
169
VVP
Vulcan Value Partners
Alabama
$68.7M -$34.5M 2 0.53% Reduced
170
AMF Tjänstepension
AMF Tjänstepension
Sweden
$68.6M +$22.6M 3 0.65% Increased
171
Bahl & Gaynor
Bahl & Gaynor
Ohio
$68.2M -$1.18M 2 0.47% Reduced
172
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$67.4M +$9.24M 7 0.42% Increased
173
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$67.4M +$589K 6 0.3% Increased
174
LCM
Lomas Capital Management
New York
$66.7M +$5.38M 1 6.57% Increased
175
LM
Luminus Management
Texas
$65.4M -$19M 5 2.72% Reduced