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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
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$277M -$58.1M 4 0.59% Reduced
177
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$273M -$21.2M 15 1.35% Reduced
178
IMC Chicago
IMC Chicago
Illinois
$273M +$260M 2 0.23% Increased
179
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$273M +$7.5M 3 2.61% Increased
180
SI
Standard Investments
New York
$273M +$51.2M 2 6.95% Increased
181
Guggenheim Capital
Guggenheim Capital
Illinois
$271M -$31M 13 1.42% Reduced
182
ECP
Electron Capital Partners
New York
$270M +$71.8M 5 13.83% Increased
183
Creative Planning
Creative Planning
Kansas
$263M -$20.5M 10 0.42% Reduced
184
Vontobel Holding
Vontobel Holding
Switzerland
$261M +$29.4M 11 2.17% Increased
185
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$260M -$12.4M 1 0.93% Reduced
186
Truist Financial
Truist Financial
North Carolina
$259M -$12.8M 15 0.39% Reduced
187
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$259M -$11.1M 6 0.32% Reduced
188
Bahl & Gaynor
Bahl & Gaynor
Ohio
$250M -$12.4M 3 1.4% Reduced
189
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$246M +$508K 8 1.29% Increased
190
Amalgamated Bank
Amalgamated Bank
New York
$246M +$21.9M 13 1.81% Increased
191
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$242M +$45.5M 8 1.16% Increased
192
GCM
Goldstream Capital Management
Hong Kong
$241M +$229M 1 59.18% New
193
MetLife Investment Management
MetLife Investment Management
New Jersey
$232M -$3.44M 20 1.9% Reduced
194
SDH
Sloy Dahl & Holst
Washington
$231M $0 1 49.12% Maintained
195
DnB Asset Management
DnB Asset Management
Norway
$230M +$4.31M 3 1.35% Increased
196
NAH
Neumann Advisory (HK)
Hong Kong
$227M -$454K 1 39.29% Reduced
197
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$225M +$13.4M 4 2.43% Increased
198
Första AP-fonden
Första AP-fonden
Sweden
$223M +$23.2M 2 2.25% Increased
199
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$222M +$6.77M 16 1.66% Increased
200
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$222M +$46.7M 2 1.25% Increased