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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
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$190M +$141M 19 0.45% Increased
202
OCAM
Owl Creek Asset Management
New York
$187M $0 2 19.72% Maintained
203
Calamos Advisors
Calamos Advisors
Illinois
$185M +$33.9M 5 0.88% Increased
204
CIBC World Market
CIBC World Market
Ontario, Canada
$184M +$38.2M 10 0.44% Increased
205
PCM
Prime Capital Management
Hong Kong
$181M $0 1 29.03% Maintained
206
NSCM
New South Capital Management
Tennessee
$179M -$6.36M 2 7.51% Reduced
207
TPSF
Texas Permanent School Fund
Texas
$178M +$852K 13 1.41% Increased
208
Commerce Bank
Commerce Bank
Missouri
$177M -$10.8M 7 1.17% Reduced
209
Första AP-fonden
Första AP-fonden
Sweden
$176M +$13.4M 4 1.49% Increased
210
Boston Trust Walden
Boston Trust Walden
Massachusetts
$174M -$3.16M 4 1.24% Reduced
211
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$169M +$8.62M 14 0.66% Increased
212
Frontier Capital Management
Frontier Capital Management
Massachusetts
$169M -$59.9M 5 1.58% Reduced
213
Amalgamated Bank
Amalgamated Bank
New York
$168M -$28.7M 26 1.44% Reduced
214
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$167M -$74.6M 8 0.4% Reduced
215
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$167M -$36.7M 5 1.15% Reduced
216
INTECH Investment Management
INTECH Investment Management
Florida
$166M +$70.2M 4 2.34% Increased
217
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$166M -$20.9M 14 1.06% Reduced
218
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$164M +$932K 4 1.71% Increased
219
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$163M -$3.99M 24 1.06% Reduced
220
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$160M +$10.8M 4 2.04% Increased
221
Ossiam
Ossiam
France
$159M +$1.58M 3 2.79% Increased
222
Pacer Advisors
Pacer Advisors
Pennsylvania
$158M +$73.9M 11 0.36% Increased
223
M&T Bank
M&T Bank
New York
$158M -$16.6M 11 0.55% Reduced
224
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$157M +$872K 13 1.08% Increased
225
KBC Group
KBC Group
Belgium
$156M -$68.5M 16 0.5% Reduced