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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
Folketrygdfondet
Folketrygdfondet
Norway
$55.4M +$1.64M 1 1.92% Increased
177
KeyBank National Association
KeyBank National Association
Ohio
$55.4M +$1.61M 5 0.32% Increased
178
CRCP
Copper Rock Capital Partners
Massachusetts
$54.5M +$11.3M 2 4.03% Increased
179
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$54.5M -$226K 7 0.33% Reduced
180
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$54.5M +$10.2M 6 0.82% Increased
181
Alyeska Investment Group
Alyeska Investment Group
Illinois
$54.2M -$12.4M 3 0.7% Reduced
182
AQR Arbitrage
AQR Arbitrage
Connecticut
$54M +$17.6M 4 0.61% Increased
183
Gotham Asset Management
Gotham Asset Management
New York
$53.8M -$12.6M 8 0.86% Reduced
184
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$53.6M +$27M 6 0.27% Increased
185
DnB Asset Management
DnB Asset Management
Norway
$53.5M -$1.4M 2 0.62% Reduced
186
Aberdeen Group
Aberdeen Group
United Kingdom
$53M -$1.5M 5 0.12% Reduced
187
CIP
Champlain Investment Partners
Vermont
$52.8M +$971K 1 0.44% Increased
188
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$52.6M -$2.63M 4 0.1% Reduced
189
STRS Ohio
STRS Ohio
Ohio
$52.2M -$22.6M 15 0.23% Reduced
190
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$52M +$1.37M 5 0.19% Increased
191
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$51.7M +$849K 2 1.65% Increased
192
Los Angeles Capital Management
Los Angeles Capital Management
California
$51.6M -$3.83M 6 0.28% Reduced
193
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$51.3M +$22M 9 0.06% Increased
194
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$51.2M +$137K 5 0.18% Increased
195
Wedge Capital Management
Wedge Capital Management
North Carolina
$50.1M -$5.41M 4 0.57% Reduced
196
HSBC Holdings
HSBC Holdings
United Kingdom
$49.3M +$7.07M 13 0.09% Increased
197
Natixis Advisors
Natixis Advisors
Massachusetts
$49.2M -$488K 5 0.4% Reduced
198
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$48.9M +$2.45M 3 1.77% Increased
199
VVP
Vulcan Value Partners
Alabama
$48.8M +$11.9M 1 0.43% Increased
200
AFG
American Financial Group
Ohio
$48.7M -$1.28M 1 3.97% Reduced