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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
TA
Trivest Advisors
Hong Kong
$81.1M -$3.9M 1 12.43% Reduced
202
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$80.8M -$16.2M 12 0.92% Reduced
203
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$80.5M +$8.89M 5 0.74% Increased
204
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$80.1M +$4.18M 3 0.53% Increased
205
NSCM
New South Capital Management
Tennessee
$79.8M +$2.89M 2 3.03% Increased
206
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$79.4M -$39.6M 4 1.43% Reduced
207
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$79.2M +$1.29M 2 0.99% Increased
208
Regions Financial Corp
Regions Financial Corp
Alabama
$79M -$5.97M 4 0.86% Reduced
209
ORIO
Old Republic International (ORI)
Illinois
$77.7M $0 2 2.13% Maintained
210
NIMC
NWQ Investment Management Company
California
$75.4M +$1.18M 5 3.41% Increased
211
TCM
Tao Capital Management
California
$75.1M -$65.5M 1 24.21% Reduced
212
Axa
Axa
France
$73.9M -$10.7M 13 0.27% Reduced
213
SCCM
Schafer Cullen Capital Management
New York
$73.8M -$5.31M 3 1.16% Reduced
214
Candriam SCA
Candriam SCA
Luxembourg
$73.3M -$3.07M 3 0.69% Reduced
215
Storebrand Asset Management
Storebrand Asset Management
Norway
$73.2M +$25K 7 0.53% Increased
216
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$72.3M +$8.15M 8 0.59% Increased
217
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$71.9M -$12.4M 11 0.41% Reduced
218
Utah Retirement Systems
Utah Retirement Systems
Utah
$71.5M -$177K 4 1.19% Reduced
219
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$71.3M +$8.33M 11 0.33% Increased
220
Aberdeen Group
Aberdeen Group
United Kingdom
$71.2M -$7.51M 5 0.19% Reduced
221
LPU
Lansdowne Partners (UK)
United Kingdom
$71.2M +$7.82M 1 2.86% Increased
222
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$70.8M +$15.9M 6 0.28% Increased
223
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$70.1M +$23.4M 2 0.45% Increased
224
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$68.9M -$1.3M 2 1.75% Reduced
225
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$68.7M +$30.2M 3 0.05% Increased