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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
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$52.9M +$10.8M 1 0.31% Increased
177
Two Sigma Investments
Two Sigma Investments
New York
$51.7M +$5.36M 11 0.18% Increased
178
Aviva
Aviva
United Kingdom
$50M +$443K 2 0.27% Increased
179
ALPS Advisors
ALPS Advisors
Colorado
$49.8M +$1.47M 3 0.35% Increased
180
Impax Asset Management (UK)
Impax Asset Management (UK)
United Kingdom
$49M +$6.42M 2 1.5% Increased
181
Westwood Holdings Group
Westwood Holdings Group
Texas
$48.7M -$4.67M 1 0.39% Reduced
182
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$48.1M +$2.91M 1 0.53% Increased
183
Zacks Investment Management
Zacks Investment Management
Illinois
$47.8M -$1.79M 2 1.12% Reduced
184
MP
Makaira Partners
California
$47.1M -$287K 1 6.11% Reduced
185
US Bancorp
US Bancorp
Minnesota
$46.6M +$29.4K 15 0.15% Increased
186
Chevy Chase Trust
Chevy Chase Trust
Maryland
$46.6M +$573K 4 0.21% Increased
187
QAM
Quentec Asset Management
New York
$46.4M +$858K 1 4.65% Increased
188
Davenport & Co
Davenport & Co
Virginia
$46M +$7.87K 3 0.58% Increased
189
KBC Group
KBC Group
Belgium
$45.6M +$6.81M 10 0.41% Increased
190
Comerica Bank
Comerica Bank
Texas
$45.5M -$184K 11 0.33% Reduced
191
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$44.9M +$3.38M 8 0.87% Increased
192
Castleark Management
Castleark Management
Illinois
$44.9M +$13.6M 4 1.41% Increased
193
LSCM
Light Street Capital Management
California
$44.3M +$15.6M 1 3.62% Increased
194
Nordea Investment Management
Nordea Investment Management
Sweden
$43.7M +$4.12M 4 0.1% Increased
195
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$43.6M +$443K 4 0.23% Increased
196
Harris Associates
Harris Associates
Illinois
$41.8M -$4.97M 1 0.07% Reduced
197
Natixis Advisors
Natixis Advisors
Massachusetts
$41.1M +$53.4K 5 0.43% Increased
198
Davis Selected Advisers
Davis Selected Advisers
Arizona
$41M +$75.2K 1 0.17% Increased
199
Aberdeen Group
Aberdeen Group
United Kingdom
$39.6M +$38.4M 2 0.07% New
200
National Pension Service
National Pension Service
South Korea
$39.5M +$1.57M 1 0.22% Increased