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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
National Bank of Canada
National Bank of Canada
Quebec, Canada
$336M +$91.5M 19 0.46% Increased
152
Daiwa Securities Group
Daiwa Securities Group
Japan
$333M +$60.3M 12 1.77% Increased
153
Los Angeles Capital Management
Los Angeles Capital Management
California
$333M +$56.1M 8 1.19% Increased
154
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$323M +$31.2M 19 0.51% Increased
155
Nomura Asset Management
Nomura Asset Management
Japan
$323M +$21.8M 15 1.1% Increased
156
Storebrand Asset Management
Storebrand Asset Management
Norway
$318M +$9.22M 12 1.06% Increased
157
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$314M +$7.21M 14 1.16% Increased
158
D1 Capital Partners
D1 Capital Partners
New York
$314M +$180M 2 5.3% Increased
159
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$314M -$132M 14 1.37% Reduced
160
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$313M +$14.2M 15 0.31% Increased
161
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$312M +$20.9M 14 1.36% Increased
162
Royce & Associates
Royce & Associates
New York
$307M -$8.84M 12 2.87% Reduced
163
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$306M -$59.9M 5 1% Reduced
164
PointState Capital
PointState Capital
New York
$306M +$307M 2 6.65% New
165
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$304M +$58M 14 0.72% Increased
166
HCC
Hill City Capital
Massachusetts
$296M $0 2 21.27% Maintained
167
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$296M -$40.5M 9 0.47% Reduced
168
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$296M -$5.37M 4 2.14% Reduced
169
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$293M -$1.28B 9 1.46% Reduced
170
Holocene Advisors
Holocene Advisors
New York
$287M +$232M 5 1.2% Increased
171
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$284M +$42.2M 16 0.42% Increased
172
CF
Corebridge Financial
Texas
$283M +$265M 25 1.56% New
173
Alyeska Investment Group
Alyeska Investment Group
Illinois
$282M +$12.9M 7 1.61% Increased
174
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$279M +$27.3M 7 0.6% Increased
175
Silvercrest Asset Management
Silvercrest Asset Management
New York
$278M +$6.76M 7 1.91% Increased