← All themes

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
Swedbank
Swedbank
Sweden
$134M +$98.4M 1 0.39% New
202
Bessemer Group
Bessemer Group
New Jersey
$131M -$1.2M 8 0.35% Reduced
203
EARNEST Partners
EARNEST Partners
Georgia
$131M +$1.12M 9 0.91% Increased
204
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$130M +$18.4M 4 1.67% Increased
205
Axiom Investors
Axiom Investors
Connecticut
$130M +$39.3M 1 2.05% Increased
206
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$128M -$17.7M 5 1.36% Reduced
207
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$128M -$2.08M 12 0.62% Reduced
208
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$128M -$6.63M 2 1.67% Reduced
209
TPSF
Texas Permanent School Fund
Texas
$128M +$64.7M 12 1.61% Increased
210
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$126M +$23.5M 8 0.41% Increased
211
DnB Asset Management
DnB Asset Management
Norway
$126M +$18.8M 4 1.1% Increased
212
Candriam SCA
Candriam SCA
Luxembourg
$124M +$1.91M 3 0.98% Increased
213
Marshall Wace North America
Marshall Wace North America
New York
$121M -$3.69M 6 0.54% Reduced
214
PGGM Investments
PGGM Investments
Netherlands
$121M +$36.6M 2 0.56% Increased
215
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$120M +$17.4M 7 1.9% Increased
216
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$119M +$10.2M 14 0.7% Increased
217
Utah Retirement Systems
Utah Retirement Systems
Utah
$119M +$4.32M 4 1.68% Increased
218
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$118M +$18.3M 9 0.9% Increased
219
Natixis Advisors
Natixis Advisors
Massachusetts
$117M +$12.2M 7 0.67% Increased
220
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$115M +$41.1M 16 1.73% Increased
221
Two Sigma Investments
Two Sigma Investments
New York
$115M -$78.4M 10 0.33% Reduced
222
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$114M +$64.6M 12 1.3% Increased
223
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$113M -$61.4M 1 1.24% Reduced
224
Första AP-fonden
Första AP-fonden
Sweden
$113M +$15.6M 2 1.7% Increased
225
William Blair Investment Management
William Blair Investment Management
Illinois
$112M +$69.2M 1 0.37% New