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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
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$276M +$7.71M 14 1.18% Increased
202
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$271M +$452K 10 1.57% Increased
203
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$270M +$44.4M 22 0.52% Increased
204
US Bancorp
US Bancorp
Minnesota
$269M +$16.4M 28 0.36% Increased
205
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$264M -$76.2M 14 0.38% Reduced
206
Man Group
Man Group
United Kingdom
$263M +$27.1M 13 0.67% Increased
207
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$260M +$22.7M 15 0.99% Increased
208
Första AP-fonden
Första AP-fonden
Sweden
$259M +$1.33M 5 1.96% Increased
209
Royce & Associates
Royce & Associates
New York
$251M -$7.44M 11 2.73% Reduced
210
ECP
Electron Capital Partners
New York
$251M -$195M 6 16.44% Reduced
211
Pacer Advisors
Pacer Advisors
Pennsylvania
$249M -$65M 10 0.58% Reduced
212
Osaic Holdings
Osaic Holdings
Arizona
$249M -$51.4M 37 0.56% Reduced
213
Lazard Asset Management
Lazard Asset Management
New York
$247M -$3.84M 13 0.38% Reduced
214
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$244M -$158M 6 0.2% Reduced
215
Daiwa Securities Group
Daiwa Securities Group
Japan
$241M +$18.9M 12 1.02% Increased
216
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$238M +$30.7M 5 4.76% Increased
217
AGF Management
AGF Management
Ontario, Canada
$237M -$68.9M 4 1.25% Reduced
218
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$236M +$53.5M 3 1.48% Increased
219
MFS
Mirabella Financial Services
United Kingdom
$235M +$68.3M 3 9.59% Increased
220
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$233M +$20.9M 15 1.37% Increased
221
Renaissance Technologies
Renaissance Technologies
New York
$232M +$26.8M 15 0.35% Increased
222
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$231M +$8.3M 9 0.77% Increased
223
AMF Tjänstepension
AMF Tjänstepension
Sweden
$230M +$68.2M 4 1.69% Increased
224
William Blair & Company
William Blair & Company
Illinois
$229M +$71.5M 11 0.69% Increased
225
Xponance
Xponance
Pennsylvania
$228M +$7.52M 12 2.21% Increased