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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
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$137M -$5.5M 1 1.65% Reduced
202
LA
Legacy Advisors
Pennsylvania
$136M -$19.7M 3 24.92% Reduced
203
DnB Asset Management
DnB Asset Management
Norway
$135M +$22M 5 0.95% Increased
204
Rockefeller Capital Management
Rockefeller Capital Management
New York
$134M -$5.21M 25 0.67% Reduced
205
CIBC World Markets
CIBC World Markets
New York
$134M +$114M 3 0.9% Increased
206
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$132M +$7.59M 14 0.52% Increased
207
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$132M -$15.8M 15 0.97% Reduced
208
SDH
Sloy Dahl & Holst
Washington
$132M +$8.09M 1 46.11% Increased
209
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$132M +$107M 15 0.7% Increased
210
Voloridge Investment Management
Voloridge Investment Management
Florida
$131M +$130M 13 0.73% Increased
211
SG Americas Securities
SG Americas Securities
New York
$130M +$149M 19 1.58% Increased
212
SEI Investments
SEI Investments
Pennsylvania
$129M -$110M 18 0.29% Reduced
213
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$129M -$11.1M 3 0.71% Reduced
214
Westwood Holdings Group
Westwood Holdings Group
Texas
$129M -$28.8M 5 1.13% Reduced
215
Daiwa Securities Group
Daiwa Securities Group
Japan
$128M +$21.6M 10 0.98% Increased
216
PCM
Prime Capital Management
Hong Kong
$127M +$139M 1 51.1% Increased
217
Arizona State Retirement System
Arizona State Retirement System
Arizona
$126M +$2.43M 19 1.22% Increased
218
KBC Group
KBC Group
Belgium
$125M -$24.2M 13 0.61% Reduced
219
Creative Planning
Creative Planning
Kansas
$125M +$2.49M 15 0.19% Increased
220
Epoch Investment Partners
Epoch Investment Partners
New York
$122M -$38.4M 3 0.73% Reduced
221
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$122M -$8.09M 3 1.51% Reduced
222
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$121M +$1.81M 8 0.84% Increased
223
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$118M -$10.2M 2 1.8% Reduced
224
GF
Greenhouse Funds
Maryland
$117M +$5.49M 2 10.7% Increased
225
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$117M +$36.1M 3 0.36% Increased