← All themes

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
Trian Fund Management
Trian Fund Management
New York
$103M -$123M 1 1.7% Reduced
177
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$102M -$4.35M 12 1.51% Reduced
178
EIP
Easterly Investment Partners
Massachusetts
$102M -$9.43M 2 4.06% Reduced
179
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$102M -$6.58M 13 0.25% Reduced
180
Federated Hermes
Federated Hermes
Pennsylvania
$102M +$57.8M 14 0.24% Increased
181
AIG
American International Group
New York
$98.6M -$1.04M 19 0.47% Reduced
182
CIBC World Markets
CIBC World Markets
New York
$98.1M +$341K 2 0.96% Increased
183
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$97.4M -$267K 1 0.54% Reduced
184
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$95.7M +$8.56M 5 0.62% Increased
185
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$95.6M +$13M 6 1.3% Increased
186
HRT Financial
HRT Financial
New York
$93.9M +$40M 15 2.73% Increased
187
Boston Trust Walden
Boston Trust Walden
Massachusetts
$93.7M +$1.41M 2 1.17% Increased
188
NAH
Neumann Advisory (HK)
Hong Kong
$92.2M $0 1 23.35% Maintained
189
Westwood Holdings Group
Westwood Holdings Group
Texas
$91.8M +$4.03M 3 1.16% Increased
190
NSLI
Nan Shan Life Insurance
Taiwan
$91.6M -$16.1M 1 2.41% Reduced
191
Nomura Asset Management
Nomura Asset Management
Japan
$89.9M +$16.3M 2 0.69% Increased
192
US Bancorp
US Bancorp
Minnesota
$88.3M +$1.26M 19 0.22% Increased
193
Glenmede Trust
Glenmede Trust
Pennsylvania
$87.6M -$31.1M 16 0.53% Reduced
194
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$87.1M +$4.07M 5 2.37% Increased
195
Marshall Wace North America
Marshall Wace North America
New York
$86.7M +$61.2M 8 0.56% Increased
196
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$85.9M -$1.03M 2 1.21% Reduced
197
SSM
Sound Shore Management
Connecticut
$85.8M -$11.1M 1 2.68% Reduced
198
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$85.4M -$1.24M 11 0.45% Reduced
199
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$84.1M -$11.8M 4 0.62% Reduced
200
Natixis Advisors
Natixis Advisors
Massachusetts
$83.9M +$2.19M 6 0.53% Increased