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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
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$754M -$38.7M 4 0.77% Reduced
152
AGF Management
AGF Management
Ontario, Canada
$749M +$224M 7 3.36% Increased
153
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$747M +$49.7M 10 2.58% Increased
154
Jane Street
Jane Street
New York
$746M -$1.02B 31 0.1% Reduced
155
Asset Management One
Asset Management One
Japan
$745M -$14.6M 11 2.2% Reduced
156
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$739M -$9.66M 8 1.29% Reduced
157
KBC Group
KBC Group
Belgium
$732M -$67.5M 22 1.84% Reduced
158
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$725M +$7.5M 9 1.79% Increased
159
Wasatch Advisors
Wasatch Advisors
Utah
$722M +$104M 3 4.8% Increased
160
Nomura Asset Management
Nomura Asset Management
Japan
$707M -$35.3M 17 1.82% Reduced
161
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$704M -$15.7M 19 2.28% Reduced
162
Fidelity International
Fidelity International
Bermuda
$703M -$99.9M 8 0.55% Reduced
163
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$692M +$262M 27 1.26% Increased
164
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$691M +$190M 12 2.15% Increased
165
Bessemer Group
Bessemer Group
New Jersey
$685M +$64M 17 1.08% Increased
166
Rafferty Asset Management
Rafferty Asset Management
New York
$678M +$141M 7 2.75% Increased
167
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$676M +$23.6M 25 2.65% Increased
168
Creative Planning
Creative Planning
Kansas
$669M +$65.5M 29 0.45% Increased
169
Westfield Capital Management
Westfield Capital Management
Massachusetts
$660M +$23.8M 5 2.77% Increased
170
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$654M -$85.5M 21 0.73% Reduced
171
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$647M +$822K 25 0.9% Increased
172
Boston Partners
Boston Partners
Massachusetts
$643M -$82M 10 0.67% Reduced
173
Osaic Holdings
Osaic Holdings
Arizona
$632M +$42.9M 44 0.93% Increased
174
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$604M -$837K 5 3.99% Reduced
175
Balyasny Asset Management
Balyasny Asset Management
Illinois
$604M -$238M 23 0.78% Reduced