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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
Bahl & Gaynor
Bahl & Gaynor
Ohio
$233M +$10.1M 4 1.42% Increased
152
Capital Research Global Investors
Capital Research Global Investors
California
$222M -$22.8K 1 0.05% Reduced
153
SDH
Sloy Dahl & Holst
Washington
$218M +$406K 1 29.25% Increased
154
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$215M -$15.9M 1 0.82% Reduced
155
Royal London Asset Management
Royal London Asset Management
United Kingdom
$211M -$3.2M 2 0.86% Reduced
156
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$211M +$17.1M 15 0.54% Increased
157
HBK Investments
HBK Investments
Texas
$206M -$448K 3 0.72% Reduced
158
Renaissance Technologies
Renaissance Technologies
New York
$203M -$408M 13 0.25% Reduced
159
Holocene Advisors
Holocene Advisors
New York
$202M +$55.7M 2 1.14% Increased
160
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$201M +$85.8M 15 1.44% Increased
161
Osaic Holdings
Osaic Holdings
Arizona
$199M +$2.29M 30 0.43% Increased
162
Truist Financial
Truist Financial
North Carolina
$198M +$3.11M 13 0.32% Increased
163
Guggenheim Capital
Guggenheim Capital
Illinois
$196M +$16.9M 13 1.15% Increased
164
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$192M +$6.27M 12 0.24% Increased
165
Eagle Asset Management
Eagle Asset Management
Florida
$191M -$107K 5 0.82% Reduced
166
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$190M +$22.6M 7 1.15% Increased
167
William Blair Investment Management
William Blair Investment Management
Illinois
$189M -$1.98M 2 0.59% Reduced
168
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$188M +$84.1M 8 0.94% Increased
169
SEI Investments
SEI Investments
Pennsylvania
$187M +$1.34M 20 0.42% Increased
170
ACI
AMP Capital Investors
Australia
$187M -$4.79M 4 0.9% Reduced
171
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$183M -$21.3M 6 1.12% Reduced
172
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$182M -$3.91M 3 1.87% Reduced
173
Creative Planning
Creative Planning
Kansas
$178M -$80.1M 8 0.32% Reduced
174
Arizona State Retirement System
Arizona State Retirement System
Arizona
$178M -$267K 14 1.45% Reduced
175
Man Group
Man Group
United Kingdom
$174M +$46.8M 10 0.61% Increased