← All themes

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
Man Group
Man Group
United Kingdom
$164M -$255M 0 – Closed
202
Ossiam
Ossiam
France
$164M +$11.2M 3 3.4% Increased
203
Första AP-fonden
Första AP-fonden
Sweden
$162M -$15.1M 4 1.9% Reduced
204
Great Lakes Advisors
Great Lakes Advisors
Illinois
$159M +$118M 7 1.45% Increased
205
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$158M -$12.7M 12 0.65% Reduced
206
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$158M +$1.2M 20 1.24% Increased
207
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$157M +$80.7M 10 0.2% Increased
208
Hood River Capital Management
Hood River Capital Management
Florida
$157M +$6.2M 2 5.07% Increased
209
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$156M -$970K 4 0.35% Reduced
210
SI
Standard Investments
New York
$155M -$22.5M 1 7.51% Reduced
211
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$152M -$15.8M 4 1.15% Reduced
212
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$150M -$2.5M 4 0.59% Reduced
213
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$148M -$4.75M 2 1.71% Reduced
214
Epoch Investment Partners
Epoch Investment Partners
New York
$143M +$6.63M 4 0.85% Increased
215
Ariel Investments
Ariel Investments
Illinois
$143M -$13.1M 1 1.38% Reduced
216
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$143M -$5.83M 12 0.74% Reduced
217
NAH
Neumann Advisory (HK)
Hong Kong
$142M +$2.18M 1 62.32% Increased
218
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$142M +$127M 4 1.78% Increased
219
Xponance
Xponance
Pennsylvania
$141M +$1.49M 9 2.06% Increased
220
Guggenheim Capital
Guggenheim Capital
Illinois
$141M -$3.14M 9 1.18% Reduced
221
GC
GMT Capital
Georgia
$140M +$2.12M 2 5.5% Increased
222
LA
Legacy Advisors
Pennsylvania
$140M -$11.6M 4 25.74% Reduced
223
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$138M $0 3 2.01% Maintained
224
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$136M +$3.63M 7 0.99% Increased
225
National Bank of Canada
National Bank of Canada
Quebec, Canada
$135M +$35.1M 15 0.33% Increased