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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
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$45.4M +$6.22M 11 0.25% Increased
177
Seizert Capital Partners
Seizert Capital Partners
Michigan
$44.3M +$3.11M 2 1.57% Increased
178
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$44.1M -$1.63M 4 0.26% Reduced
179
VVP
Vulcan Value Partners
Alabama
$43.8M -$61.5M 1 0.39% Reduced
180
CRM
Cramer Rosenthal McGlynn
Connecticut
$43.3M -$16.8M 1 0.64% Reduced
181
Comerica Bank
Comerica Bank
Texas
$42.9M +$9.97M 12 0.34% Increased
182
Putnam Investments
Putnam Investments
Massachusetts
$42.6M -$1.12M 6 0.1% Reduced
183
TCM
Tetrem Capital Management
Manitoba, Canada
$42.1M +$17.6M 1 1.69% Increased
184
M&T Bank
M&T Bank
New York
$42M +$23M 6 0.26% Increased
185
Castleark Management
Castleark Management
Illinois
$42M +$12.4M 3 1.34% Increased
186
KBC Group
KBC Group
Belgium
$41.9M +$5.7M 11 0.42% Increased
187
William Blair Investment Management
William Blair Investment Management
Illinois
$41.8M +$6.89M 4 0.17% Increased
188
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$41.7M -$2.07M 1 0.49% Reduced
189
Chevy Chase Trust
Chevy Chase Trust
Maryland
$41.4M -$879K 4 0.22% Reduced
190
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$41.1M +$3.73M 3 0.36% Increased
191
Davenport & Co
Davenport & Co
Virginia
$40.2M +$1.09M 3 0.58% Increased
192
Calamos Advisors
Calamos Advisors
Illinois
$40.1M +$4.79M 3 0.32% Increased
193
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$39.8M -$369K 2 1.15% Reduced
194
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$39.8M +$5.21M 9 0.33% Increased
195
US Bancorp
US Bancorp
Minnesota
$39.3M -$5.11M 16 0.14% Reduced
196
Fidelity International
Fidelity International
Bermuda
$39.2M -$12.4M 2 0.12% Reduced
197
Janus Henderson Group
Janus Henderson Group
$39M +$6.17M 3 0.29% Increased
198
PIA
Piedmont Investment Advisors
North Carolina
$38.9M +$106K 3 0.8% Increased
199
QIM
Quantitative Investment Management
Virginia
$38.7M +$32M 7 0.97% Increased
200
Zacks Investment Management
Zacks Investment Management
Illinois
$38.4M -$381K 5 1.1% Reduced