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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
KBC Group
KBC Group
Belgium
$336M +$20.8M 13 1.38% Increased
152
Hyperion Asset Management
Hyperion Asset Management
Australia
$336M -$35M 1 15.13% Reduced
153
Federated Hermes
Federated Hermes
Pennsylvania
$332M +$36.5M 16 0.82% Increased
154
SDH
Sloy Dahl & Holst
Washington
$328M +$4.55M 1 59.92% Increased
155
STRS Ohio
STRS Ohio
Ohio
$316M -$901K 18 1.34% Reduced
156
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$306M +$17.8M 13 0.46% Increased
157
Royce & Associates
Royce & Associates
New York
$294M -$1.22M 13 2.86% Reduced
158
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$293M +$105M 7 2.01% Increased
159
Eagle Asset Management
Eagle Asset Management
Florida
$292M +$21M 8 1.63% Increased
160
Storebrand Asset Management
Storebrand Asset Management
Norway
$291M +$23.7M 10 1.33% Increased
161
Lazard Asset Management
Lazard Asset Management
New York
$287M -$101M 17 0.35% Reduced
162
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$284M +$56.3M 4 2.65% Increased
163
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$280M -$61.7M 2 2.83% Reduced
164
Vontobel Holding
Vontobel Holding
Switzerland
$280M +$26M 15 2.46% Increased
165
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$280M -$16.3M 1 1.26% Reduced
166
MetLife Investment Management
MetLife Investment Management
New Jersey
$279M +$4.13M 23 2.04% Increased
167
DnB Asset Management
DnB Asset Management
Norway
$278M -$2.42M 7 1.6% Reduced
168
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$276M -$52M 9 1.28% Reduced
169
CIBC World Markets
CIBC World Markets
New York
$274M +$101M 3 2.23% Increased
170
Select Equity Group
Select Equity Group
New York
$273M +$233M 4 1.02% New
171
CET
Clean Energy Transition
United Kingdom
$272M +$118M 2 37.11% Increased
172
PCM
Prime Capital Management
Hong Kong
$269M -$1.23M 1 56.18% Reduced
173
SEI Investments
SEI Investments
Pennsylvania
$269M +$5K 22 0.47% Increased
174
CIBC World Market
CIBC World Market
Ontario, Canada
$268M +$107M 6 0.85% Increased
175
Baird Financial Group
Baird Financial Group
Wisconsin
$264M -$11.3M 14 0.7% Reduced