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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
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$559M +$1.17M 16 2.26% Increased
152
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$559M +$17.9M 19 0.82% Increased
153
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$556M +$110M 16 1.07% Increased
154
Two Sigma Advisers
Two Sigma Advisers
New York
$555M +$401M 14 1.28% Increased
155
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$548M +$26.7M 10 2.04% Increased
156
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$542M -$78.3M 5 1.13% Reduced
157
Voloridge Investment Management
Voloridge Investment Management
Florida
$538M +$291M 9 1.91% Increased
158
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$536M +$9.58M 4 3.61% Increased
159
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$529M +$452M 24 2.51% New
160
Ninety One (UK)
Ninety One (UK)
United Kingdom
$528M +$21.4M 1 1.41% Increased
161
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$520M +$78.6M 10 2.19% Increased
162
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$520M -$22.8M 15 1.89% Reduced
163
Panagora Asset Management
Panagora Asset Management
Massachusetts
$514M +$172M 9 2.37% Increased
164
Squarepoint
Squarepoint
New York
$508M +$250M 23 0.5% Increased
165
Corient Private Wealth
Corient Private Wealth
Florida
$496M -$53.5M 14 0.82% Reduced
166
ECP
Electron Capital Partners
New York
$495M -$116M 8 25.75% Reduced
167
Westfield Capital Management
Westfield Capital Management
Massachusetts
$495M +$59.7M 3 2.15% Increased
168
SDH
Sloy Dahl & Holst
Washington
$494M -$10.8M 1 62.64% Reduced
169
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$478M -$234M 1 5.18% Reduced
170
Hyperion Asset Management
Hyperion Asset Management
Australia
$473M -$123M 1 15.66% Reduced
171
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$472M +$93.4M 15 1.7% Increased
172
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$465M +$241M 9 0.37% Increased
173
Lansforsakringar Fondforvaltning
Lansforsakringar Fondforvaltning
Sweden
$464M +$391M 4 2.59% New
174
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$463M +$215M 6 1.63% Increased
175
MetLife Investment Management
MetLife Investment Management
New Jersey
$461M +$8.06M 24 2.5% Increased