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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
Balyasny Asset Management
Balyasny Asset Management
Illinois
$51.4M -$20.2M 8 0.37% Reduced
177
Folketrygdfondet
Folketrygdfondet
Norway
$51M $0 1 1.7% Maintained
178
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$50.9M -$3.13M 4 0.1% Reduced
179
HAM
HHR Asset Management
New Jersey
$50.7M -$43M 1 3.84% Reduced
180
Fidelity International
Fidelity International
Bermuda
$49.2M -$25.7M 2 0.09% Reduced
181
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$48.9M -$9.46M 1 1.69% Reduced
182
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$48.6M +$7.96M 2 0.58% Increased
183
TPG Group Holdings (SBS) Advisors
TPG Group Holdings (SBS) Advisors
Texas
$48.6M -$948K 1 0.78% Reduced
184
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$48.5M -$49.7K 1 0.65% Reduced
185
KeyBank National Association
KeyBank National Association
Ohio
$48.5M -$1.77M 6 0.32% Reduced
186
AMF Tjänstepension
AMF Tjänstepension
Sweden
$48.4M -$7.68M 2 0.53% Reduced
187
Harris Associates
Harris Associates
Illinois
$48.3M +$14.1M 2 0.1% Increased
188
Davenport & Co
Davenport & Co
Virginia
$48.2M -$1.94M 3 0.66% Reduced
189
KBC Group
KBC Group
Belgium
$48M -$18.4M 12 0.53% Reduced
190
AAM
ACK Asset Management
Connecticut
$47.2M -$2.72M 3 16.02% Reduced
191
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$47.1M +$6.02M 5 0.12% Increased
192
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$45.9M -$842K 12 0.27% Reduced
193
ACM
Argent Capital Management
Missouri
$45.9M -$21.8M 4 2.31% Reduced
194
CIP
Champlain Investment Partners
Vermont
$45.6M +$1.23M 1 0.46% Increased
195
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$45.5M -$1.67M 8 0.11% Reduced
196
ClearBridge Investments
ClearBridge Investments
New York
$45.4M -$1.18M 6 0.05% Reduced
197
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$45.2M +$4.26M 6 0.38% Increased
198
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$45.1M +$10.1M 1 0.32% Increased
199
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$44.2M +$5.62M 3 1.5% Increased
200
Guggenheim Capital
Guggenheim Capital
Illinois
$43.8M -$9.24M 9 0.37% Reduced