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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
Two Sigma Investments
Two Sigma Investments
New York
$235M +$178M 16 0.55% Increased
177
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$233M -$13.4M 10 0.6% Reduced
178
National Bank of Canada
National Bank of Canada
Quebec, Canada
$225M -$86.4M 20 0.34% Reduced
179
STRS Ohio
STRS Ohio
Ohio
$224M +$4.43M 16 0.89% Increased
180
Osaic Holdings
Osaic Holdings
Arizona
$223M -$48.7M 33 0.5% Reduced
181
SG Americas Securities
SG Americas Securities
New York
$220M +$106M 18 1.06% Increased
182
Man Group
Man Group
United Kingdom
$219M +$31.4M 14 0.55% Increased
183
Vontobel Holding
Vontobel Holding
Switzerland
$217M -$41.9M 13 1.74% Reduced
184
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$213M +$13.4M 1 4.53% Increased
185
Arizona State Retirement System
Arizona State Retirement System
Arizona
$210M +$3.76M 18 1.46% Increased
186
MetLife Investment Management
MetLife Investment Management
New Jersey
$207M -$6.51M 23 1.39% Reduced
187
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$205M -$25.4M 9 0.75% Reduced
188
SPT
Siemens Pension Trust
Germany
$204M $0 1 100% Maintained
189
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$204M +$36.9M 3 3.7% Increased
190
SDH
Sloy Dahl & Holst
Washington
$203M +$6.59M 1 47.82% Increased
191
DnB Asset Management
DnB Asset Management
Norway
$202M -$22.9M 7 1.05% Reduced
192
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
$200M +$78.8M 1 0.1% Increased
193
Creative Planning
Creative Planning
Kansas
$199M +$2.85M 17 0.22% Increased
194
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$199M -$14.3M 2 1.92% Reduced
195
Resona Asset Management
Resona Asset Management
Japan
$196M +$213M 5 1.17% New
196
PEAK6 Investments
PEAK6 Investments
Illinois
$194M +$176M 7 0.51% Increased
197
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$194M -$19.8M 8 1.39% Reduced
198
Marshall Wace
Marshall Wace
United Kingdom
$193M -$185M 14 0.29% Reduced
199
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$193M +$594K 9 1.03% Increased
200
Rockefeller Capital Management
Rockefeller Capital Management
New York
$191M +$3.83M 9 0.56% Increased