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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
Storebrand Asset Management
Storebrand Asset Management
Norway
$145M +$23.1M 9 0.7% Increased
202
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$143M -$2.51M 10 0.79% Reduced
203
Westwood Holdings Group
Westwood Holdings Group
Texas
$143M +$26.9M 3 1.45% Increased
204
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$143M +$73.2M 6 0.13% Increased
205
Candriam SCA
Candriam SCA
Luxembourg
$141M +$19.6M 5 0.96% Increased
206
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$141M -$12M 5 1.24% Reduced
207
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$138M -$2.63M 6 1.68% Reduced
208
Two Sigma Investments
Two Sigma Investments
New York
$137M -$45.5M 9 0.31% Reduced
209
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$136M -$32.8M 2 1.24% Reduced
210
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$135M -$28.9M 11 0.59% Reduced
211
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$134M -$5.76M 3 1.59% Reduced
212
Boston Trust Walden
Boston Trust Walden
Massachusetts
$133M -$12.4M 4 1.18% Reduced
213
NC
Nightview Capital
Texas
$132M -$14.8M 1 36.21% Reduced
214
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$131M -$4.72M 3 1.47% Reduced
215
Marshall Wace North America
Marshall Wace North America
New York
$128M -$35.3M 3 0.53% Reduced
216
Första AP-fonden
Första AP-fonden
Sweden
$127M +$8.34M 2 1.49% Increased
217
TPSF
Texas Permanent School Fund
Texas
$126M -$220K 12 1.47% Reduced
218
Epoch Investment Partners
Epoch Investment Partners
New York
$125M -$47.6M 1 0.67% Reduced
219
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$123M +$5.75M 20 0.59% Increased
220
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$122M -$7.27M 3 1.2% Reduced
221
Federated Hermes
Federated Hermes
Pennsylvania
$122M -$5.73M 14 0.23% Reduced
222
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$121M -$31.6M 3 2.39% Reduced
223
Commerce Bank
Commerce Bank
Missouri
$120M +$1.08M 9 0.85% Increased
224
Ariel Investments
Ariel Investments
Illinois
$119M +$24.1M 1 1.12% Increased
225
TA
Trivest Advisors
Hong Kong
$119M +$42.7M 1 12.13% Increased