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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
SG Americas Securities
SG Americas Securities
New York
$369M -$64.4M 19 2.01% Reduced
152
HighTower Advisors
HighTower Advisors
Illinois
$361M +$75.1M 14 0.79% Increased
153
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$361M +$339M 4 0.32% Increased
154
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$358M +$94.1M 15 1.61% Increased
155
Marshall Wace
Marshall Wace
United Kingdom
$358M +$270M 19 0.66% Increased
156
Frontier Capital Management
Frontier Capital Management
Massachusetts
$357M -$33.4M 4 2.82% Reduced
157
Panagora Asset Management
Panagora Asset Management
Massachusetts
$350M +$21.2M 11 1.86% Increased
158
STRS Ohio
STRS Ohio
Ohio
$350M +$6.02M 17 1.21% Increased
159
Baird Financial Group
Baird Financial Group
Wisconsin
$340M -$10.6M 13 0.8% Reduced
160
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$338M +$19.8M 14 0.76% Increased
161
OCAM
Owl Creek Asset Management
New York
$334M $0 4 22.2% Maintained
162
Royal London Asset Management
Royal London Asset Management
United Kingdom
$317M -$3.76M 2 1.18% Reduced
163
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$316M +$54.4M 18 1.53% Increased
164
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$307M +$185M 1 0.66% Increased
165
Group One Trading
Group One Trading
Illinois
$304M +$280M 15 0.24% Increased
166
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$303M -$17.2M 2 2.23% Reduced
167
TA
Trivest Advisors
Hong Kong
$301M +$89.9M 1 27.7% Increased
168
Osaic Holdings
Osaic Holdings
Arizona
$299M -$15M 35 0.57% Reduced
169
Royce & Associates
Royce & Associates
New York
$296M -$41.6M 15 2.22% Reduced
170
SEI Investments
SEI Investments
Pennsylvania
$294M +$3.21M 21 0.55% Increased
171
UFM
Ursa Fund Management
California
$290M +$276M 1 6.83% New
172
Federated Hermes
Federated Hermes
Pennsylvania
$289M +$137M 16 0.54% Increased
173
Nomura Asset Management
Nomura Asset Management
Japan
$283M +$25.8M 4 1.43% Increased
174
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$283M +$25.2M 7 0.38% Increased
175
Arizona State Retirement System
Arizona State Retirement System
Arizona
$280M +$1.91M 15 2.13% Increased