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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
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$545M +$5.52M 18 0.72% Increased
152
KBC Group
KBC Group
Belgium
$515M +$150M 20 1.39% Increased
153
Corient Private Wealth
Corient Private Wealth
Florida
$512M +$36.6M 13 0.68% Increased
154
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$504M +$15.4M 24 2.18% Increased
155
William Blair & Company
William Blair & Company
Illinois
$495M +$125M 13 1.37% Increased
156
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$491M -$37.3M 7 0.96% Reduced
157
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$480M +$54.2M 5 3.34% Increased
158
Los Angeles Capital Management
Los Angeles Capital Management
California
$480M -$12.2M 15 1.8% Reduced
159
Rockefeller Capital Management
Rockefeller Capital Management
New York
$479M +$44.6M 9 1.05% Increased
160
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$476M -$14.6M 1 4.75% Reduced
161
HCC
Hill City Capital
Massachusetts
$474M +$72M 3 23.43% Increased
162
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$471M +$181M 8 1.85% Increased
163
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$461M -$19.8M 15 1.65% Reduced
164
Two Sigma Investments
Two Sigma Investments
New York
$460M +$38.9M 16 0.81% Increased
165
STRS Ohio
STRS Ohio
Ohio
$459M +$30M 18 1.71% Increased
166
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$457M +$22M 20 0.76% Increased
167
Walleye Capital
Walleye Capital
New York
$456M +$33M 13 1.77% Increased
168
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$455M +$1.35M 14 1.76% Increased
169
Citadel Advisors
Citadel Advisors
Florida
$455M -$130M 29 0.08% Reduced
170
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$447M +$193M 5 3.46% Increased
171
Ossiam
Ossiam
France
$446M -$49.9M 5 5.02% Reduced
172
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$446M +$310M 8 1.91% Increased
173
Lazard Asset Management
Lazard Asset Management
New York
$445M +$112M 15 0.61% Increased
174
Hyperion Asset Management
Hyperion Asset Management
Australia
$445M -$5.9M 1 14.05% Reduced
175
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$440M +$58.3M 4 1.06% Increased