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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
Holocene Advisors
Holocene Advisors
New York
$145M -$45.8M 7 0.88% Reduced
202
Calamos Advisors
Calamos Advisors
Illinois
$145M -$522K 3 0.63% Reduced
203
NAH
Neumann Advisory (HK)
Hong Kong
$145M $0 1 47.58% Maintained
204
ECP ControlCo
ECP ControlCo
New Jersey
$144M -$770K 1 31.78% Reduced
205
Ossiam
Ossiam
France
$143M +$13.2M 2 4.32% Increased
206
Första AP-fonden
Första AP-fonden
Sweden
$143M +$10.7M 3 1.87% Increased
207
Rockefeller Capital Management
Rockefeller Capital Management
New York
$142M +$44.8M 26 0.76% Increased
208
Candriam SCA
Candriam SCA
Luxembourg
$141M +$17.3M 4 1.17% Increased
209
Silvercrest Asset Management
Silvercrest Asset Management
New York
$141M +$440K 5 1.07% Increased
210
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$140M +$163M 1 2.49% Increased
211
KBC Group
KBC Group
Belgium
$139M -$9.72M 13 0.69% Reduced
212
Congress Asset Management
Congress Asset Management
Massachusetts
$138M +$50.6M 3 1.32% Increased
213
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$136M +$2.34M 12 0.75% Increased
214
NSCM
New South Capital Management
Tennessee
$136M -$2.8M 2 6.23% Reduced
215
Guggenheim Capital
Guggenheim Capital
Illinois
$135M -$20.9M 13 1.07% Reduced
216
NC
Nightview Capital
Texas
$134M +$354K 2 34.53% Increased
217
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$133M -$2.24M 7 1.9% Reduced
218
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$133M +$17.2M 13 0.6% Increased
219
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$132M +$10.9M 15 0.71% Increased
220
Ariel Investments
Ariel Investments
Illinois
$132M +$9.69M 1 1.32% Increased
221
LA
Legacy Advisors
Pennsylvania
$132M +$18.2M 2 27.68% Increased
222
Westwood Holdings Group
Westwood Holdings Group
Texas
$131M +$2.11M 3 1.43% Increased
223
PineBridge Investments
PineBridge Investments
New York
$131M +$10.9M 5 1.64% Increased
224
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$130M +$18.7M 7 0.53% Increased
225
Daiwa Securities Group
Daiwa Securities Group
Japan
$127M +$16.2M 10 0.97% Increased