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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
Wedge Capital Management
Wedge Capital Management
North Carolina
$54.6M -$3.28M 4 0.62% Reduced
177
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$54.4M +$219K 4 0.1% Increased
178
Aberdeen Group
Aberdeen Group
United Kingdom
$53.9M -$6M 5 0.12% Reduced
179
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$52.6M -$311K 1 0.34% Reduced
180
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$52.6M +$12.3M 1 1.39% Increased
181
DnB Asset Management
DnB Asset Management
Norway
$52.3M -$7.05M 2 0.6% Reduced
182
CIP
Champlain Investment Partners
Vermont
$52M +$2.19M 1 0.45% Increased
183
SAM
Scopus Asset Management
New York
$51.8M +$34.7M 2 1.52% Increased
184
KeyBank National Association
KeyBank National Association
Ohio
$51.7M -$650K 5 0.31% Reduced
185
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$51.4M +$1.72M 5 0.1% Increased
186
Nuveen
Nuveen
North Carolina
$51.2M +$18M 6 0.27% Increased
187
Hood River Capital Management
Hood River Capital Management
Florida
$50.6M -$22.9M 2 2.55% Reduced
188
Folketrygdfondet
Folketrygdfondet
Norway
$50.6M $0 1 1.62% Maintained
189
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$50.4M +$5.15M 5 0.19% Increased
190
ProShare Advisors
ProShare Advisors
Maryland
$50.3M +$11.4M 8 0.3% Increased
191
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$49.2M +$11.9M 4 0.18% Increased
192
Asset Management One
Asset Management One
Japan
$48.7M -$75.7M 5 0.26% Reduced
193
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$47.9M +$6.28M 2 1.51% Increased
194
Balyasny Asset Management
Balyasny Asset Management
Illinois
$47.7M -$9.71M 5 0.32% Reduced
195
Man Group
Man Group
United Kingdom
$47.6M -$9.6M 11 0.18% Reduced
196
Natixis Advisors
Natixis Advisors
Massachusetts
$47.3M +$653K 5 0.41% Increased
197
Nomura Holdings
Nomura Holdings
Japan
$47.2M +$16.3M 5 0.2% Increased
198
Comerica Bank
Comerica Bank
Texas
$46.6M +$1.69M 13 0.38% Increased
199
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$45.9M +$8.03M 6 0.98% Increased
200
Guggenheim Capital
Guggenheim Capital
Illinois
$44.8M -$2.63M 11 0.36% Reduced