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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
Osaic Holdings
Osaic Holdings
Arizona
$272M +$20.4M 36 0.51% Increased
152
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$271M +$18.6M 20 0.57% Increased
153
AIG
American International Group
New York
$266M +$641K 23 1.75% Increased
154
Royce & Associates
Royce & Associates
New York
$262M -$25.7M 13 2.62% Reduced
155
Westfield Capital Management
Westfield Capital Management
Massachusetts
$259M -$56.5M 2 1.83% Reduced
156
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$259M -$31.5M 1 1.21% Reduced
157
STRS Ohio
STRS Ohio
Ohio
$255M -$2.98M 17 1.11% Reduced
158
SDH
Sloy Dahl & Holst
Washington
$255M +$27.5M 1 57.66% Increased
159
Federated Hermes
Federated Hermes
Pennsylvania
$252M +$77.9M 18 0.63% Increased
160
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$250M -$967K 1 6.72% Reduced
161
KBC Group
KBC Group
Belgium
$249M +$53.2M 13 1.06% Increased
162
AGF Management
AGF Management
Ontario, Canada
$247M -$8.05M 6 1.69% Reduced
163
Storebrand Asset Management
Storebrand Asset Management
Norway
$236M +$40.6M 10 1.19% Increased
164
Baird Financial Group
Baird Financial Group
Wisconsin
$229M -$14M 14 0.56% Reduced
165
Eagle Asset Management
Eagle Asset Management
Florida
$229M +$48.4M 6 1.34% Increased
166
Royal London Asset Management
Royal London Asset Management
United Kingdom
$226M +$4.34M 3 0.9% Increased
167
DnB Asset Management
DnB Asset Management
Norway
$226M +$26.3M 6 1.43% Increased
168
SEI Investments
SEI Investments
Pennsylvania
$221M +$40.8M 20 0.41% Increased
169
MetLife Investment Management
MetLife Investment Management
New Jersey
$220M -$2.19M 22 1.58% Reduced
170
Daiwa Securities Group
Daiwa Securities Group
Japan
$218M -$1.1M 10 1.52% Reduced
171
PCM
Prime Capital Management
Hong Kong
$215M $0 1 70.77% Maintained
172
Vontobel Holding
Vontobel Holding
Switzerland
$209M -$35.6M 15 1.94% Reduced
173
Robeco Schweiz
Robeco Schweiz
Switzerland
$209M +$26.2M 4 3.37% Increased
174
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$208M -$2.51M 7 2.24% Reduced
175
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$207M +$84.7M 16 1.98% Increased