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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
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$348M +$28M 17 1.71% Increased
152
Natixis Advisors
Natixis Advisors
Massachusetts
$344M +$119M 7 1.31% Increased
153
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$343M +$4.44M 15 0.79% Increased
154
Royal London Asset Management
Royal London Asset Management
United Kingdom
$340M +$18M 2 1.33% Increased
155
MetLife Investment Management
MetLife Investment Management
New Jersey
$337M +$91.9M 19 2.18% Increased
156
OCAM
Owl Creek Asset Management
New York
$331M -$149K 3 14.36% Reduced
157
SI
Standard Investments
New York
$330M +$21.2M 2 8.57% Increased
158
Frontier Capital Management
Frontier Capital Management
Massachusetts
$326M -$39.4M 4 2.96% Reduced
159
GCM
Goldstream Capital Management
Hong Kong
$323M +$66.8M 1 81.06% Increased
160
Baird Financial Group
Baird Financial Group
Wisconsin
$322M -$8.23M 11 0.8% Reduced
161
Two Sigma Investments
Two Sigma Investments
New York
$320M +$120M 14 0.95% Increased
162
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$307M +$41.2M 15 1.71% Increased
163
Capital International Inc
Capital International Inc
California
$306M -$97.3M 2 3.43% Reduced
164
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$297M -$212M 4 0.4% Reduced
165
Nomura Asset Management
Nomura Asset Management
Japan
$292M +$4.71M 13 1.59% Increased
166
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$292M +$10.6M 2 0.69% Increased
167
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$290M -$2.42M 6 0.39% Reduced
168
Royce & Associates
Royce & Associates
New York
$289M -$5.85M 14 2.45% Reduced
169
Arizona State Retirement System
Arizona State Retirement System
Arizona
$286M +$3.87M 16 2.31% Increased
170
Amalgamated Bank
Amalgamated Bank
New York
$285M +$34.9M 22 2.22% Increased
171
Vontobel Holding
Vontobel Holding
Switzerland
$285M +$7.42M 12 2.46% Increased
172
Creative Planning
Creative Planning
Kansas
$283M +$14.9M 13 0.44% Increased
173
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$282M +$8.59M 3 2.78% Increased
174
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$273M +$134M 34 2.61% Increased
175
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$272M +$1.67M 2 2.2% Increased