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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
Fidelity International
Fidelity International
Bermuda
$60.5M +$37M 3 0.09% Increased
177
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$60.2M +$28.6M 5 0.22% Increased
178
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$59.7M -$2.43M 5 0.28% Reduced
179
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$59.4M -$74M 4 0.59% Reduced
180
TCW Group
TCW Group
California
$59.3M -$9.69M 2 0.49% Reduced
181
SAM
Scopus Asset Management
New York
$58.9M +$43.7M 4 0.78% Increased
182
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$58.7M -$1.98M 1 0.68% Reduced
183
Guggenheim Capital
Guggenheim Capital
Illinois
$57.9M +$12.1M 13 0.38% Increased
184
H
Hexavest
Quebec, Canada
$57.5M +$27.9M 2 0.74% Increased
185
AAM
ACK Asset Management
Connecticut
$57M +$274K 2 15.66% Increased
186
ClearBridge Investments
ClearBridge Investments
New York
$56.9M +$29.2M 6 0.05% Increased
187
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$56.6M +$16.9M 3 0.43% Increased
188
M&T Bank
M&T Bank
New York
$56.6M -$3.45M 6 0.28% Reduced
189
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$55.9M +$19.8M 7 0.35% Increased
190
SCM
SG Capital Management
Illinois
$55.7M -$21.3M 2 13.67% Reduced
191
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$55.6M -$2.83M 4 0.55% Reduced
192
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$54.9M +$1.53M 1 0.57% Increased
193
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$54.6M +$16.4M 1 1.52% Increased
194
Natixis Advisors
Natixis Advisors
Massachusetts
$53.7M +$1.69M 5 0.47% Increased
195
LPC
Lion Point Capital
New York
$53.7M +$24.1M 1 5.05% Increased
196
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$53M $0 2 1.66% Maintained
197
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$52.2M +$2.71M 2 1.59% Increased
198
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$52M +$879K 6 1.16% Increased
199
VVP
Vulcan Value Partners
Alabama
$51.9M -$8.01M 1 0.38% Reduced
200
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$51.2M -$18.5M 5 0.12% Reduced