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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
Nomura Asset Management
Nomura Asset Management
Japan
$409M +$5.04M 15 1.26% Increased
152
Hyperion Asset Management
Hyperion Asset Management
Australia
$406M -$67.6M 1 15.57% Reduced
153
Select Equity Group
Select Equity Group
New York
$404M +$7.29M 2 1.45% Increased
154
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$402M -$2.27M 18 0.61% Reduced
155
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$399M -$30.1M 10 1.49% Reduced
156
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$398M +$1.73M 14 1.64% Increased
157
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$391M -$5.47M 14 1.37% Reduced
158
IMC Chicago
IMC Chicago
Illinois
$386M +$43.6M 3 0.21% Increased
159
TW
Transform Wealth
Colorado
$385M +$3.55M 4 25.54% Increased
160
Allspring Global Investments
Allspring Global Investments
North Carolina
$385M -$104M 20 0.6% Reduced
161
Robeco Schweiz
Robeco Schweiz
Switzerland
$374M -$19.7M 5 7.01% Reduced
162
Viking Global Investors
Viking Global Investors
Connecticut
$372M -$172M 2 1.36% Reduced
163
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$371M +$24.5M 8 0.74% Increased
164
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$366M -$7.34M 4 2.57% Reduced
165
Los Angeles Capital Management
Los Angeles Capital Management
California
$359M -$33M 10 1.45% Reduced
166
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$354M +$78.3M 9 1.91% Increased
167
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$352M -$7.48M 14 0.76% Reduced
168
Rockefeller Capital Management
Rockefeller Capital Management
New York
$351M +$8.93M 10 0.94% Increased
169
Fred Alger Management
Fred Alger Management
New York
$351M +$125M 5 1.7% Increased
170
CET
Clean Energy Transition
United Kingdom
$349M -$1.13B 3 17.93% Reduced
171
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$347M +$5.49M 15 0.48% Increased
172
AGF Management
AGF Management
Ontario, Canada
$346M +$54.8M 4 1.75% Increased
173
STRS Ohio
STRS Ohio
Ohio
$340M +$558K 19 1.31% Increased
174
CF
Corebridge Financial
Texas
$337M -$10.7M 25 1.8% Reduced
175
DnB Asset Management
DnB Asset Management
Norway
$334M +$12.1M 10 1.51% Increased