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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
$56.6M -$1.21M 12 0.29% Reduced
177
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$56.1M +$58.1M 1 0.7% New
178
VVP
Vulcan Value Partners
Alabama
$55.9M +$20.7M 1 0.43% Increased
179
Jasper Ridge Partners
Jasper Ridge Partners
California
$55.3M $0 1 4.41% Maintained
180
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$55.2M +$13M 5 0.27% Increased
181
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$54.9M +$16.8M 4 0.55% Increased
182
Davenport & Co
Davenport & Co
Virginia
$53.8M -$2.44M 3 0.66% Reduced
183
M&T Bank
M&T Bank
New York
$53.5M +$350K 6 0.29% Increased
184
PGGM Investments
PGGM Investments
Netherlands
$53.4M +$18.8M 1 0.29% Increased
185
Zacks Investment Management
Zacks Investment Management
Illinois
$52.6M +$1.34M 4 1.15% Increased
186
Man Group
Man Group
United Kingdom
$50.7M +$18.7M 11 0.21% Increased
187
AAM
ACK Asset Management
Connecticut
$50M -$6.28M 3 13.34% Reduced
188
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$49.7M -$616K 4 0.98% Reduced
189
CBT
Capital Bank & Trust
California
$49.6M +$785K 3 0.65% Increased
190
First Eagle Investment Management
First Eagle Investment Management
New York
$49.3M +$40.5M 2 0.12% Increased
191
Foresters Investment Management
Foresters Investment Management
New York
$48.7M -$1.7M 3 0.83% Reduced
192
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$48.6M -$15.3K 2 1.42% Reduced
193
Comerica Bank
Comerica Bank
Texas
$48.1M +$1.05M 12 0.34% Increased
194
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$47.6M -$1.7M 1 0.3% Reduced
195
Baird Financial Group
Baird Financial Group
Wisconsin
$47.2M -$63.8M 6 0.32% Reduced
196
ALPS Advisors
ALPS Advisors
Colorado
$46.4M -$98.5K 4 0.3% Reduced
197
AL
AJO LP
Pennsylvania
$46.3M +$16.6M 5 0.21% Increased
198
Natixis Advisors
Natixis Advisors
Massachusetts
$46.2M +$7.3M 4 0.44% Increased
199
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$45.9M +$4.52M 1 0.49% Increased
200
Guggenheim Capital
Guggenheim Capital
Illinois
$45.8M -$121M 11 0.31% Reduced