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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
SDH
Sloy Dahl & Holst
Washington
$129M -$17.2M 1 49.02% Reduced
152
ACI
AMP Capital Investors
Australia
$127M -$4.85M 7 0.75% Reduced
153
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$127M +$7.76M 11 0.34% Increased
154
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$124M -$20.4M 4 1.32% Reduced
155
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$124M +$2.58M 2 1.35% Increased
156
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$124M -$121M 6 0.23% Reduced
157
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$122M +$13.6M 4 1.55% Increased
158
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$119M -$26.7M 1 2.41% Reduced
159
NC
Nightview Capital
Texas
$119M +$97.1K 1 37.37% Increased
160
Arizona State Retirement System
Arizona State Retirement System
Arizona
$119M +$23.3M 13 1.18% Increased
161
LPC
Lion Point Capital
New York
$117M -$25.5M 1 25.62% Reduced
162
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$117M +$1.62M 16 0.12% Increased
163
Guggenheim Capital
Guggenheim Capital
Illinois
$116M +$670K 10 0.84% Increased
164
TD Asset Management
TD Asset Management
Ontario, Canada
$116M +$20.6M 5 0.16% Increased
165
Osaic Holdings
Osaic Holdings
Arizona
$116M +$1.93M 26 0.35% Increased
166
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$115M +$4.84M 12 0.39% Increased
167
Bessemer Group
Bessemer Group
New Jersey
$113M -$12.7M 6 0.33% Reduced
168
CRM
Cramer Rosenthal McGlynn
Connecticut
$112M +$14.3M 2 4.54% Increased
169
HighTower Advisors
HighTower Advisors
Illinois
$108M -$8.69M 7 0.52% Reduced
170
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$108M +$4.02M 5 0.27% Increased
171
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$108M +$5.71M 18 0.76% Increased
172
AWA
Artemis Wealth Advisors
New York
$107M +$6.94K 2 26.22% Increased
173
ECP ControlCo
ECP ControlCo
New Jersey
$107M $0 1 8.15% Maintained
174
EARNEST Partners
EARNEST Partners
Georgia
$105M -$1.87M 8 0.91% Reduced
175
Panagora Asset Management
Panagora Asset Management
Massachusetts
$104M -$3.25M 17 0.65% Reduced