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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
$206M +$12.4M 13 0.3% Increased
177
Amalgamated Bank
Amalgamated Bank
New York
$206M -$4.66M 23 1.76% Reduced
178
Panagora Asset Management
Panagora Asset Management
Massachusetts
$206M -$8.63M 10 1.3% Reduced
179
Winslow Capital Management
Winslow Capital Management
Minnesota
$206M +$173M 1 1.05% New
180
Candriam SCA
Candriam SCA
Luxembourg
$206M -$18.7M 5 1.43% Reduced
181
Corient Private Wealth
Corient Private Wealth
Florida
$202M -$5.72M 11 0.54% Reduced
182
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$199M -$24.4M 10 0.71% Reduced
183
Silvercrest Asset Management
Silvercrest Asset Management
New York
$197M -$4.22M 4 1.5% Reduced
184
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$195M -$5.39M 14 1.32% Reduced
185
Arizona State Retirement System
Arizona State Retirement System
Arizona
$193M +$1.85M 19 1.74% Increased
186
OCAM
Owl Creek Asset Management
New York
$193M $0 3 9.87% Maintained
187
Point72 Asset Management
Point72 Asset Management
Connecticut
$192M -$43.5M 14 0.59% Reduced
188
Rafferty Asset Management
Rafferty Asset Management
New York
$192M +$67.7M 4 1.3% Increased
189
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$189M -$9.64M 5 2.52% Reduced
190
NSCM
New South Capital Management
Tennessee
$188M -$14.1M 2 8.53% Reduced
191
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$188M +$1.77M 8 1.23% Increased
192
Rockefeller Capital Management
Rockefeller Capital Management
New York
$187M +$10.6M 9 0.8% Increased
193
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$178M +$29.1M 5 1.85% Increased
194
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$177M -$4.28M 3 2.16% Reduced
195
ECP ControlCo
ECP ControlCo
New Jersey
$175M $0 1 35% Maintained
196
TPSF
Texas Permanent School Fund
Texas
$174M +$46.6M 12 1.73% Increased
197
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$173M -$18.9M 2 0.49% Reduced
198
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$172M -$38.4M 7 1.2% Reduced
199
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$170M +$5.46M 3 1.76% Increased
200
Scout Investments
Scout Investments
Missouri
$169M -$17.6M 2 3.43% Reduced