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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
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$578M -$64.3M 7 3.62% Reduced
177
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$570M +$31.5M 21 0.77% Increased
178
Nomura Holdings
Nomura Holdings
Japan
$567M -$2.2B 9 0.76% Reduced
179
Acadian Asset Management
Acadian Asset Management
Massachusetts
$559M +$22.3M 19 0.92% Increased
180
Westfield Capital Management
Westfield Capital Management
Massachusetts
$558M -$15.1M 4 2.32% Reduced
181
Corient Private Wealth
Corient Private Wealth
Florida
$554M -$47.4M 17 0.75% Reduced
182
DnB Asset Management
DnB Asset Management
Norway
$548M -$62.3M 10 1.91% Reduced
183
STRS Ohio
STRS Ohio
Ohio
$545M -$9.61M 21 2.03% Reduced
184
Lazard Asset Management
Lazard Asset Management
New York
$533M -$58.7M 15 0.9% Reduced
185
Calamos Advisors
Calamos Advisors
Illinois
$532M +$4.33M 7 2% Increased
186
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$530M -$1.31M 10 1.72% Reduced
187
Los Angeles Capital Management
Los Angeles Capital Management
California
$525M +$131M 25 1.79% Increased
188
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$524M +$140M 13 1.76% Increased
189
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$523M +$302M 12 1.37% Increased
190
Panagora Asset Management
Panagora Asset Management
Massachusetts
$521M +$106M 12 1.85% Increased
191
Swiss Life Asset Management
Swiss Life Asset Management
$514M -$24.1M 15 2.62% Reduced
192
Resona Asset Management
Resona Asset Management
Japan
$509M -$30.6M 6 2.45% Reduced
193
MetLife Investment Management
MetLife Investment Management
New Jersey
$508M -$20.4M 25 2.46% Reduced
194
Bessemer Group
Bessemer Group
New Jersey
$507M -$252M 21 0.78% Reduced
195
GGHC
Gilder Gagnon Howe & Co
New York
$504M -$21.5M 4 5.32% Reduced
196
Hyperion Asset Management
Hyperion Asset Management
Australia
$497M -$23.6M 1 13.9% Reduced
197
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$496M -$19.9M 14 1.71% Reduced
198
AGF Management
AGF Management
Ontario, Canada
$495M -$92.6M 6 2.15% Reduced
199
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$492M -$32.6M 17 0.58% Reduced
200
Arizona State Retirement System
Arizona State Retirement System
Arizona
$492M -$29.2M 23 2.68% Reduced