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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
201
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$630M -$41.1M 7 0.9% Reduced
202
Robeco Schweiz
Robeco Schweiz
Switzerland
$613M +$62.9M 5 9.83% Increased
203
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$601M -$258M 4 0.55% Reduced
204
Los Angeles Capital Management
Los Angeles Capital Management
California
$595M +$179M 24 2.19% Increased
205
Calamos Advisors
Calamos Advisors
Illinois
$594M -$82.6M 7 1.97% Reduced
206
Tredje AP-fonden
Tredje AP-fonden
Sweden
$590M +$40.2M 6 2.67% Increased
207
London & Capital Asset Management
London & Capital Asset Management
United Kingdom
$582M -$80K 3 5.33% Reduced
208
Nissay Asset Management
Nissay Asset Management
Japan
$582M +$55.3M 12 2.46% Increased
209
Capstone Investment Advisors
Capstone Investment Advisors
New York
$576M -$58.8M 10 1.07% Reduced
210
Nykredit A/S
Nykredit A/S
Denmark
$575M +$538M 21 2.19% New
211
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$570M +$3.68M 15 0.58% Increased
212
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$565M +$95M 24 0.86% Increased
213
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$565M +$8.99M 19 1.95% Increased
214
Woodline Partners
Woodline Partners
California
$564M +$5.08M 8 1.74% Increased
215
Temasek Holdings
Temasek Holdings
Singapore
$561M -$62.1M 1 1.51% Reduced
216
OCAM
Owl Creek Asset Management
New York
$560M +$2.62M 2 46.33% Increased
217
Lone Pine Capital
Lone Pine Capital
Connecticut
$560M -$71.1M 1 3.42% Reduced
218
Select Equity Group
Select Equity Group
New York
$557M +$116M 5 2.75% Increased
219
EARNEST Partners
EARNEST Partners
Georgia
$557M -$44.1M 7 2.01% Reduced
220
MetLife Investment Management
MetLife Investment Management
New Jersey
$552M -$9.54M 29 2.5% Reduced
221
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$551M +$167M 17 0.77% Increased
222
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$550M +$167M 11 1.43% Increased
223
Lansforsakringar Fondforvaltning
Lansforsakringar Fondforvaltning
Sweden
$549M +$49.1M 6 2.46% Increased
224
Arizona State Retirement System
Arizona State Retirement System
Arizona
$542M +$6.81M 27 2.72% Increased
225
Sands Capital Management
Sands Capital Management
Virginia
$540M +$84.8M 1 2.01% Increased