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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
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$401M +$121M 1 5.17% Increased
152
Bahl & Gaynor
Bahl & Gaynor
Ohio
$397M +$69.2M 3 2.02% Increased
153
Los Angeles Capital Management
Los Angeles Capital Management
California
$394M +$7.23M 10 1.74% Increased
154
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$394M +$30.3M 11 1.7% Increased
155
Allspring Global Investments
Allspring Global Investments
North Carolina
$393M +$59.6M 20 0.68% Increased
156
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$374M +$8.31M 24 1.83% Increased
157
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$374M +$17.9M 15 1.43% Increased
158
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$374M -$140M 7 0.73% Reduced
159
Credit Agricole
Credit Agricole
France
$369M -$203M 8 1.16% Reduced
160
Hyperion Asset Management
Hyperion Asset Management
Australia
$368M +$83.1M 1 14.46% Increased
161
Balyasny Asset Management
Balyasny Asset Management
Illinois
$363M +$146M 19 0.6% Increased
162
Ninety One (UK)
Ninety One (UK)
United Kingdom
$359M +$25.6M 1 1% Increased
163
Corient Private Wealth
Corient Private Wealth
Florida
$353M -$41.8M 10 0.58% Reduced
164
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$353M -$41.8M 13 1.59% Reduced
165
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$345M -$51.6M 4 0.72% Reduced
166
Panagora Asset Management
Panagora Asset Management
Massachusetts
$340M -$41.2M 9 1.7% Reduced
167
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$334M -$74.5M 9 1.3% Reduced
168
Walleye Capital
Walleye Capital
New York
$334M +$368M 15 1.51% Increased
169
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$334M +$70.6M 8 1.64% Increased
170
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$332M -$32.5M 4 2.57% Reduced
171
Fred Alger Management
Fred Alger Management
New York
$331M -$114M 3 1.89% Reduced
172
Creative Planning
Creative Planning
Kansas
$329M +$25M 18 0.31% Increased
173
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$328M +$287M 24 0.69% Increased
174
Temasek Holdings
Temasek Holdings
Singapore
$327M +$203M 7 1.32% Increased
175
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$327M -$3.31M 19 1.36% Reduced