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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
$54.4M $0 1 1.89% Maintained
177
ValueAct Holdings
ValueAct Holdings
California
$54M -$92.2M 1 0.58% Reduced
178
CIP
Champlain Investment Partners
Vermont
$53.5M +$838K 1 0.44% Increased
179
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$52.8M +$2.98M 3 1.07% Increased
180
AAM
ACK Asset Management
Connecticut
$51.6M +$32.5M 2 14.51% Increased
181
HAM
HHR Asset Management
New Jersey
$51.6M -$13.1M 1 5.21% Reduced
182
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$51.2M +$501K 2 1.65% Increased
183
LCM
Lomas Capital Management
New York
$51.1M -$772K 1 5.29% Reduced
184
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$50.7M +$12.2M 7 0.34% Increased
185
Hood River Capital Management
Hood River Capital Management
Florida
$50.2M -$5.32M 1 2.57% Reduced
186
HSBC Holdings
HSBC Holdings
United Kingdom
$49.7M -$354K 15 0.09% Reduced
187
Los Angeles Capital Management
Los Angeles Capital Management
California
$49.3M -$2.43M 8 0.27% Reduced
188
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$48.3M -$2.2M 4 0.17% Reduced
189
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$47.6M -$1.43M 3 1.72% Reduced
190
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$47.5M +$5.08M 7 0.58% Increased
191
Gotham Asset Management
Gotham Asset Management
New York
$47M -$7.24M 6 0.83% Reduced
192
STRS Ohio
STRS Ohio
Ohio
$46.8M -$5.86M 14 0.21% Reduced
193
NI
Nuance Investments
Missouri
$46.5M +$5.26M 1 1.75% Increased
194
Asset Management One
Asset Management One
Japan
$46.2M -$3.53M 5 0.22% Reduced
195
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$46.2M +$3.78M 3 0.24% Increased
196
Federated Hermes
Federated Hermes
Pennsylvania
$46.1M +$27.6M 16 0.11% Increased
197
Comerica Bank
Comerica Bank
Texas
$45.9M -$816K 13 0.36% Reduced
198
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$45.4M -$29.3M 4 0.5% Reduced
199
ProShare Advisors
ProShare Advisors
Maryland
$45.3M +$2.48M 9 0.25% Increased
200
Wedge Capital Management
Wedge Capital Management
North Carolina
$44.5M -$4.47M 4 0.52% Reduced