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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
Första AP-fonden
Första AP-fonden
Sweden
$210M -$13.4M 2 2.39% Reduced
202
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$207M -$26.1M 7 0.26% Reduced
203
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$207M +$3.77M 5 2.56% Increased
204
SoftBank Group
SoftBank Group
Japan
$200M $0 1 2.01% Maintained
205
Axiom Investors
Axiom Investors
Connecticut
$197M +$8.57M 1 4.66% Increased
206
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$196M -$4.71M 11 0.89% Reduced
207
KBC Group
KBC Group
Belgium
$195M -$16.2M 13 0.77% Reduced
208
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$193M +$1.09M 7 2.3% Increased
209
Candriam SCA
Candriam SCA
Luxembourg
$192M -$4.15M 4 1.3% Reduced
210
Commerce Bank
Commerce Bank
Missouri
$191M +$6.85M 7 1.31% Increased
211
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$191M -$1.51M 4 1.21% Reduced
212
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$190M +$5.53M 15 0.87% Increased
213
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$186M -$16.1M 2 1.83% Reduced
214
Xponance
Xponance
Pennsylvania
$183M +$7.99M 9 3.04% Increased
215
Capital International
Capital International
California
$182M -$5M 1 10.39% Reduced
216
Clear Street
Clear Street
New York
$181M -$1.12B 1 22.47% Reduced
217
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$179M +$6.89M 10 0.63% Increased
218
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$179M -$1.08M 7 1.71% Reduced
219
PineBridge Investments
PineBridge Investments
New York
$178M -$18.9M 3 1.91% Reduced
220
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$178M +$69.4M 2 2.06% Increased
221
Utah Retirement Systems
Utah Retirement Systems
Utah
$177M +$1.16M 7 2.35% Increased
222
Bahl & Gaynor
Bahl & Gaynor
Ohio
$174M -$47.4M 3 1.28% Reduced
223
Silvercrest Asset Management
Silvercrest Asset Management
New York
$173M -$2.01M 5 1.12% Reduced
224
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$172M +$34.9M 5 0.84% Increased
225
NSCM
New South Capital Management
Tennessee
$171M +$1.9M 2 6.42% Increased