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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
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$374M +$24.2M 4 1.96% Increased
202
Point72 Asset Management
Point72 Asset Management
Connecticut
$374M +$148M 9 0.73% Increased
203
SDH
Sloy Dahl & Holst
Washington
$373M +$3.44M 1 51.87% Increased
204
Osaic Holdings
Osaic Holdings
Arizona
$373M +$50M 40 0.66% Increased
205
Temasek Holdings
Temasek Holdings
Singapore
$369M -$108M 6 1.41% Reduced
206
US Bancorp
US Bancorp
Minnesota
$365M +$1.16M 27 0.46% Increased
207
Quantinno Capital Management
Quantinno Capital Management
New York
$365M +$96.8M 21 1.58% Increased
208
Lansforsakringar Fondforvaltning
Lansforsakringar Fondforvaltning
Sweden
$361M -$16.3M 4 2.07% Reduced
209
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$359M +$13.5M 15 1.24% Increased
210
WCM Investment Management
WCM Investment Management
California
$357M +$13M 2 0.81% Increased
211
ECP
Electron Capital Partners
New York
$352M -$26.3M 4 18.82% Reduced
212
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$350M +$372K 10 1.81% Increased
213
Viking Global Investors
Viking Global Investors
Connecticut
$350M +$226M 1 1.01% Increased
214
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$348M -$14.3M 2 6.79% Reduced
215
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$346M -$2.37M 14 1.34% Reduced
216
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$346M +$94.5M 4 1.17% Increased
217
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$340M +$22.7M 3 1.69% Increased
218
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$339M -$300K 15 0.44% Reduced
219
Första AP-fonden
Första AP-fonden
Sweden
$334M -$759K 5 2.19% Reduced
220
Hood River Capital Management
Hood River Capital Management
Florida
$331M +$14.3M 2 4.63% Increased
221
Panagora Asset Management
Panagora Asset Management
Massachusetts
$331M -$97.2M 10 1.49% Reduced
222
Tidal Investments
Tidal Investments
Wisconsin
$328M +$44.1M 14 1.97% Increased
223
Cerity Partners
Cerity Partners
New York
$327M +$23.5M 18 0.58% Increased
224
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$321M +$19.5M 15 1.7% Increased
225
Axiom Investors
Axiom Investors
Connecticut
$320M +$129M 2 2.62% Increased