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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
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$169M +$3.71M 1 3.09% Increased
202
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$169M +$17.3M 9 0.74% Increased
203
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$164M +$18.9M 14 0.7% Increased
204
PineBridge Investments
PineBridge Investments
New York
$162M +$9.69M 5 2.09% Increased
205
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$161M -$1.99M 7 1.92% Reduced
206
Silvercrest Asset Management
Silvercrest Asset Management
New York
$160M +$5.91M 5 1.32% Increased
207
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$160M +$5.24M 12 0.92% Increased
208
Congress Asset Management
Congress Asset Management
Massachusetts
$160M +$14.9M 3 1.72% Increased
209
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$159M +$5.11M 17 0.9% Increased
210
NC
Nightview Capital
Texas
$158M -$78K 1 31.02% Reduced
211
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$156M +$3.61M 5 1.47% Increased
212
Guggenheim Capital
Guggenheim Capital
Illinois
$155M -$3.38M 11 1.42% Reduced
213
Axiom Investors
Axiom Investors
Connecticut
$154M +$21.1M 1 3.24% Increased
214
ECP ControlCo
ECP ControlCo
New Jersey
$150M $0 1 30.19% Maintained
215
Xponance
Xponance
Pennsylvania
$150M +$13.4M 9 2.88% Increased
216
SoftBank Group
SoftBank Group
Japan
$147M $0 1 2.18% Maintained
217
Robeco Schweiz
Robeco Schweiz
Switzerland
$147M +$121M 4 2.86% Increased
218
Daiwa Securities Group
Daiwa Securities Group
Japan
$146M -$9.05M 10 1.21% Reduced
219
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$145M +$67.2M 32 2.35% Increased
220
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$144M -$5.89M 3 2.19% Reduced
221
Westwood Holdings Group
Westwood Holdings Group
Texas
$143M +$1.81M 4 1.69% Increased
222
Epoch Investment Partners
Epoch Investment Partners
New York
$142M -$25.8M 3 0.93% Reduced
223
Holocene Advisors
Holocene Advisors
New York
$141M -$12.7M 6 0.9% Reduced
224
Eagle Asset Management
Eagle Asset Management
Florida
$140M +$31.7M 5 0.91% Increased
225
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$139M +$70.7M 4 1.09% Increased