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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
Creative Planning
Creative Planning
Kansas
$196M +$16.1M 10 0.32% Increased
177
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$196M +$11.8M 3 2.21% Increased
178
Amalgamated Bank
Amalgamated Bank
New York
$194M +$4.57M 23 1.81% Increased
179
Arizona State Retirement System
Arizona State Retirement System
Arizona
$192M +$6.06M 18 1.86% Increased
180
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$191M +$22.1M 5 1.4% Increased
181
Vontobel Holding
Vontobel Holding
Switzerland
$190M -$23.2M 13 2.06% Reduced
182
Bahl & Gaynor
Bahl & Gaynor
Ohio
$190M +$48.2M 3 1.25% Increased
183
Wolverine Trading
Wolverine Trading
Illinois
$189M +$189M 6 0.31% Increased
184
SB Investment Advisers (UK)
SB Investment Advisers (UK)
United Kingdom
$186M +$241M 1 1.48% New
185
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$179M +$876K 4 2.54% Increased
186
INTECH Investment Management
INTECH Investment Management
Florida
$178M +$214M 3 1.02% New
187
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$178M +$13.7M 8 1.22% Increased
188
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$174M -$5.31M 4 1.33% Reduced
189
DnB Asset Management
DnB Asset Management
Norway
$173M +$6.69M 4 1.22% Increased
190
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$173M -$20.7M 5 0.29% Reduced
191
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$171M +$67.3M 3 1.62% Increased
192
CIBC World Markets
CIBC World Markets
New York
$163M +$137M 3 1.53% Increased
193
Mariner
Mariner
Kansas
$162M +$23.1M 6 0.67% Increased
194
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$158M -$506K 7 1.78% Reduced
195
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$148M +$26.3M 5 1.32% Increased
196
Storebrand Asset Management
Storebrand Asset Management
Norway
$148M +$30.5M 7 0.84% Increased
197
Energy Income Partners
Energy Income Partners
Connecticut
$148M +$1.77M 1 3.43% Increased
198
Epoch Investment Partners
Epoch Investment Partners
New York
$148M -$4.15M 3 0.87% Reduced
199
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$147M +$1.24M 18 1.29% Increased
200
Capital International Inc
Capital International Inc
California
$147M -$69.9M 2 2.04% Reduced