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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
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$205M -$13M 3 2.41% Reduced
202
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$201M +$153M 1 1.85% New
203
Man Group
Man Group
United Kingdom
$199M +$167M 12 0.61% New
204
Point72 Asset Management
Point72 Asset Management
Connecticut
$199M -$20.7M 19 0.59% Reduced
205
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$195M +$122K 24 1.43% Increased
206
Guggenheim Capital
Guggenheim Capital
Illinois
$191M +$11M 8 1.5% Increased
207
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$190M -$41.6M 9 0.66% Reduced
208
OCAM
Owl Creek Asset Management
New York
$190M +$1.6M 3 9% Increased
209
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$189M +$16.8M 3 2.59% Increased
210
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$188M -$215K 7 0.72% Reduced
211
Xponance
Xponance
Pennsylvania
$185M +$6.43M 10 2.47% Increased
212
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$183M -$28M 5 1.71% Reduced
213
NAH
Neumann Advisory (HK)
Hong Kong
$179M $0 1 68.49% Maintained
214
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$177M -$1.16M 2 1.92% Reduced
215
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$176M +$8.28M 13 1.38% Increased
216
1832 Asset Management
1832 Asset Management
Ontario, Canada
$176M +$24.7M 3 0.21% Increased
217
LA
Legacy Advisors
Pennsylvania
$175M +$94.3K 3 25.9% Increased
218
GC
GMT Capital
Georgia
$174M +$8.88M 2 6.56% Increased
219
ECP ControlCo
ECP ControlCo
New Jersey
$173M $0 1 34.95% Maintained
220
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$173M -$34.7M 2 0.46% Reduced
221
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$168M +$3.77M 14 0.77% Increased
222
Candriam SCA
Candriam SCA
Luxembourg
$167M -$84.1M 5 1.21% Reduced
223
Mutual of America Capital Management
Mutual of America Capital Management
New York
$167M +$2.54M 12 1.9% Increased
224
M&T Bank
M&T Bank
New York
$166M +$25.9M 11 0.62% Increased
225
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$164M -$11.1M 11 0.78% Reduced