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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
176
Trillium Asset Management
Trillium Asset Management
Massachusetts
$42.7M -$3.81M 4 2.89% Reduced
177
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$42.3M +$17.1M 4 0.25% Increased
178
HSBC Holdings
HSBC Holdings
United Kingdom
$41.8M -$188K 7 0.1% Reduced
179
HI
Honeywell International
North Carolina
$41.4M +$4.88M 1 1.04% Increased
180
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$41.1M +$73.2K 1 2.03% Increased
181
MTB
Mizuho Trust & Banking
Japan
$40.5M +$1.19M 2 0.13% Increased
182
Raymond James & Associates
Raymond James & Associates
Florida
$40M +$6.16M 10 0.14% Increased
183
Federated Hermes
Federated Hermes
Pennsylvania
$39.6M +$5.63M 10 0.13% Increased
184
CRM
Cramer Rosenthal McGlynn
Connecticut
$39.3M +$23.5M 2 0.59% Increased
185
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$39.1M +$1.35M 2 0.79% Increased
186
Janus Henderson Group
Janus Henderson Group
$38.7M +$13.4M 3 0.31% Increased
187
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$38.7M -$975K 1 0.52% Reduced
188
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$38.4M $0 1 0.37% Maintained
189
SEI Investments
SEI Investments
Pennsylvania
$38.1M +$20.8M 12 0.23% Increased
190
Channing Capital Management
Channing Capital Management
Illinois
$37.8M -$16.8M 2 1.68% Reduced
191
Sterling Capital Management
Sterling Capital Management
North Carolina
$36.8M -$1.18M 3 0.33% Reduced
192
Adage Capital Partners
Adage Capital Partners
Massachusetts
$36.5M +$3.46M 3 0.1% Increased
193
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$36.4M +$6.19M 4 0.3% Increased
194
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$35.4M -$16.8M 5 0.1% Reduced
195
KL
KGH Ltd
Bahamas
$34.7M +$27.6M 1 2.89% New
196
Cambiar Investors
Cambiar Investors
Colorado
$33.5M -$2.45M 1 0.48% Reduced
197
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$32.6M -$12M 6 0.87% Reduced
198
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$32.2M -$19.7K 2 0.71% Reduced
199
ACI
AMP Capital Investors
Australia
$31.6M +$12.9M 6 0.22% Increased
200
AFG
American Financial Group
Ohio
$31.2M -$590K 3 2.38% Reduced