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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
MetLife Investment Management
MetLife Investment Management
New Jersey
$162M -$2.86M 16 1.48% Reduced
177
Marshall Wace North America
Marshall Wace North America
New York
$160M +$43.6M 9 0.66% Increased
178
HighTower Advisors
HighTower Advisors
Illinois
$160M +$3.93M 13 0.5% Increased
179
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$160M +$34.8M 8 1.03% Increased
180
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$159M +$33.4M 11 0.74% Increased
181
DnB Asset Management
DnB Asset Management
Norway
$159M +$24.8M 5 1.16% Increased
182
Bessemer Group
Bessemer Group
New Jersey
$157M +$3.9M 7 0.38% Increased
183
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$157M +$1.64M 8 0.99% Increased
184
Comerica Bank
Comerica Bank
Texas
$157M -$5.86M 14 0.94% Reduced
185
EARNEST Partners
EARNEST Partners
Georgia
$156M +$12.4M 9 0.93% Increased
186
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$154M -$20.9M 16 0.92% Reduced
187
Capital International
Capital International
California
$154M -$9.98M 1 9.29% Reduced
188
NSCM
New South Capital Management
Tennessee
$154M +$33M 2 4.51% Increased
189
Nomura Asset Management
Nomura Asset Management
Japan
$152M +$18.6M 3 0.97% Increased
190
MTCM
Mint Tower Capital Management
Netherlands
$152M +$171M 1 14.51% New
191
CRM
Cramer Rosenthal McGlynn
Connecticut
$152M -$56.8M 2 5.04% Reduced
192
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$151M -$957K 6 1.46% Reduced
193
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$151M +$7.36M 12 1.79% Increased
194
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$148M +$55.7M 5 2.23% Increased
195
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$147M -$18M 3 3.44% Reduced
196
Boston Trust Walden
Boston Trust Walden
Massachusetts
$145M +$8.65M 4 1.41% Increased
197
NC
Nightview Capital
Texas
$145M -$28.2M 1 38.66% Reduced
198
NAH
Neumann Advisory (HK)
Hong Kong
$144M +$340K 1 25.35% Increased
199
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$143M -$6.93M 10 0.79% Reduced
200
William Blair Investment Management
William Blair Investment Management
Illinois
$141M -$5.7M 1 0.46% Reduced