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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
Vontobel Holding
Vontobel Holding
Switzerland
$191M +$2.01M 11 1.69% Increased
177
Eagle Asset Management
Eagle Asset Management
Florida
$189M +$43K 5 0.85% Increased
178
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$186M +$49.9M 5 1.19% Increased
179
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$185M -$1.24M 18 1.12% Reduced
180
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$185M +$7.02M 8 1.05% Increased
181
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$185M +$21.2M 5 2.47% Increased
182
ACI
AMP Capital Investors
Australia
$185M -$24.3M 3 1.02% Reduced
183
DnB Asset Management
DnB Asset Management
Norway
$184M +$28M 5 1.2% Increased
184
WAM
WT Asset Management
Hong Kong
$184M +$45.9M 1 18.13% Increased
185
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$183M +$19.2M 8 0.9% Increased
186
MetLife Investment Management
MetLife Investment Management
New Jersey
$180M +$2.39M 19 1.61% Increased
187
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$179M -$293K 4 0.69% Reduced
188
KBC Group
KBC Group
Belgium
$179M +$613K 12 0.66% Increased
189
Capital International
Capital International
California
$174M -$1.87M 1 9.46% Reduced
190
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$174M -$36.2M 7 0.99% Reduced
191
AWA
Artemis Wealth Advisors
New York
$171M $0 1 23.75% Maintained
192
Daiwa Securities Group
Daiwa Securities Group
Japan
$170M +$21.4M 8 1.12% Increased
193
Amalgamated Bank
Amalgamated Bank
New York
$169M -$2.36M 12 1.43% Reduced
194
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$169M -$741K 12 1.93% Reduced
195
NAH
Neumann Advisory (HK)
Hong Kong
$167M $0 1 29.78% Maintained
196
Natixis Advisors
Natixis Advisors
Massachusetts
$161M +$39.6M 7 0.66% Increased
197
Silvercrest Asset Management
Silvercrest Asset Management
New York
$159M -$1.51M 4 1.07% Reduced
198
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$158M -$41.4M 4 0.87% Reduced
199
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$158M -$3.64M 6 1.51% Reduced
200
SCM
Suvretta Capital Management
New York
$158M +$11.7M 1 2.66% Increased